Lead DC Investment Consultant

Isio; Leeds; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Isio seeks an experienced DC investment consultant to lead a portfolio of defined contribution clients, guiding strategic investment thinking and reporting. The role includes mentoring junior team members, contributing to client meetings, and supporting business development initiatives across pension schemes.

The successful candidate will possess FIA/FFA or CFA/CISI qualifications (or equivalent), a growth mindset, strong analytical abilities, and the capacity to manage complex client

Qualifications

• Extensive DC investment consulting experience.
• Strong analytical and financial modelling skills.
• Excellent communication and stakeholder management.

Responsibilities

• Lead DC investment consulting on a portfolio of DC clients and support senior partners.
• Contribute to strategic thinking for large DC clients and bespoke solutions.
• Involve in business development, tender submissions, and pitches.

Skills

DC investment consulting

Analytical skills

Communication skills

Client relationship management

Team leadership and coaching

Entrepreneurial mindset

Job description

Isio seeks an experienced DC investment consultant to lead a portfolio of defined contribution clients, guiding strategic investment thinking and reporting. The role includes mentoring junior team members, contributing to client meetings, and supporting business development initiatives across pension schemes.

The successful candidate will possess FIA/FFA or CFA/CISI qualifications (or equivalent), a growth mindset, strong analytical abilities, and the capacity to manage complex client