Senior DC Investment Strategy Consultant

Isio; Croydon; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Isio is recruiting for a senior DC investment consulting lead within its Defined Contribution (DC) investment specialist practice. The role focuses on delivering high‑quality investment advice to trustees, sponsors and governance committees while also contributing to business development and research initiatives.

The successful candidate will manage a portfolio of DC clients, lead advisory work for Own Trusts and Master Trusts, and shape innovative DC investment strategies.

Qualifications

• Extensive DC investment consulting experience.
• FIA/FFA or CFA/CISI qualification.
• Strong analytical and communication skills.

Responsibilities

• Lead DC investment consulting role on a portfolio of DC clients and support Partner/Director advising large Own Trust and Master Trusts.
• Contribute to strategic thinking for large and complex DC clients so strategies continue to be fit for purpose.
• Involvement in designing and implementing innovative DC investment strategies for the modern world.
• Attending client meetings and delivering advice on a range of topics.
• Contributing to new business activities including creating opportunities and involvement with tender submissions and pitches.
• Contributing to thought leadership on new issues being considered for default strategy design and evolution.
• Involvement in researching DC provider default strategies as well as individual DC funds for bespoke solutions.
• Supporting wider DC team advising clients looking to change providers or DC vehicle.
• Taking responsibility for drafting or reviewing reports and managing the work undertaken by members of the team.
• Internal management functions including development of junior team members (including coaching and performance management).

Skills

DC investments

Investment consulting

Client relationship management

Analytical skills

Communication skills

Team leadership

Education

FIA/FFA or CFA/CISI

Job description

Isio is recruiting for a senior DC investment consulting lead within its Defined Contribution (DC) investment specialist practice. The role focuses on delivering high‑quality investment advice to trustees, sponsors and governance committees while also contributing to business development and research initiatives.

The successful candidate will manage a portfolio of DC clients, lead advisory work for Own Trusts and Master Trusts, and shape innovative DC investment strategies.