Lead DC Investment Consultant – Strategy & Growth

Isio

Manchester

Hybrid

GBP 75,000 - 105,000

Full time

10 days ago
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Benefits offered by this job

Hybrid work model
Career development
Equal opportunities employer

Job summary

Isio is seeking an experienced DC investment consultant to lead client engagements across a portfolio of Defined Contribution schemes. You will advise trustees and sponsors, shape investment strategies, and contribute to business development.

The role emphasizes delivering high-quality DC investment advice, mentoring juniors, and collaborating with partners. A strong background in DC pensions and FIA/CFA/CISI qualifications is required, with a hybrid UK-based work arrangement.

Qualifications

  • FIA/FFA or CFA/CISI qualification or equivalent.
  • Extensive DC investment consulting experience.
  • Strong analytical skills.
  • Excellent communication skills.
  • Ability to manage clients and build strong relationships.

Responsibilities

  • Lead DC investment consulting role on a portfolio of DC clients and support Partner/Director advising large Own Trusts and Master Trusts.
  • Contribute to strategic thinking for large and complex DC clients to keep strategies fit for purpose.
  • Design and implement innovative DC investment strategies for the modern world.
  • Attend client meetings and deliver advice on a range of topics.
  • Contribute to new business activities including tender submissions and pitches.
  • Contribute to thought leadership on default strategy design and evolution.
  • Research DC provider default strategies and funds for bespoke solutions.
  • Support wider DC team advising clients on provider changes or DC vehicles.
  • Draft or review reports and manage team work.
  • Mentor junior team members and contribute to performance management.

Skills

Investment consulting
DC pensions knowledge
Client relationship management
Analytical skills
Communication skills
Team leadership
Business development

Education

FIA/FFA or CFA/CISI qualified

Job description

Isio is seeking an experienced DC investment consultant to lead client engagements across a portfolio of Defined Contribution schemes. You will advise trustees and sponsors, shape investment strategies, and contribute to business development.

The role emphasizes delivering high-quality DC investment advice, mentoring juniors, and collaborating with partners. A strong background in DC pensions and FIA/CFA/CISI qualifications is required, with a hybrid UK-based work arrangement.

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