Description:
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Position: Investment Consultant
Job ID: 40907
Responsibilities:
· As an Investment Consultant, your role will involve selling and providing personalized investment advisory services to current and prospective clients, including complex and ambitious plans.
· You will also contribute to intellectual capital development in your expertise area while leading and mentoring junior staff.
· Provide expert advice to a wide range of clients in your specialty area.
· Lead efforts to dynamically market and expand client’s vast range of services as needed.
· Grow the client base with fixed-fee clients and one-time projects by participating in new business presentations, responding to RFPs
· Maintain market visibility through public speaking at conferences, participation in professional associations, and publishing articles in industry journals.
· Identify client needs, guide the team to meet deadlines and service standards, and ensure specialized teams are involved in providing advice when necessary.
· Produce peer review reports, adding client-specific information and ensuring relevance.
· Lead project teams and offer guidance and mentorship to colleagues.
Qualifications:
· 5+ years of professional experience.
· Solid knowledge of defined benefit pension plans or foundations/endowments, relevant markets, and laws.
· Good understanding of tools and kits used by specialists in the field
-->SALARY: 140-175k
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