Associate Consultant

Bolton Partners, Inc.; Towson (MD); Hybrid; USD 105,000 - 135,000; Full time

Benefits offered by this job

Family health, vision, and dental benefits

Employer-paid disability and life insurance

401(k) plan with match after 6 months

Vacation and sick leave

Paid holidays

Hybrid telework arrangements

Monthly fitness stipends

Job summary

Bolton Partners, Inc. is seeking an Associate Consultant to join their Investment Consulting Group in Towson, Maryland. This role is ideal for an experienced investment professional who possesses strong analytical, organizational, and communication skills. Responsibilities include managing client activities, participating in client meetings, and supporting investment-related projects. Required qualifications include a Series 65 license and at least 7 years of relevant experience. Bolton offers a collaborative work environment with a generous benefits package and opportunities for professional growth.

Qualifications

• Series 65 license is required.
• At least 7 years of experience in investment, consulting, or financial services.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Manage day-to-day tasks for assigned clients.
• Prepare and review client materials and analyses.
• Support investment-related projects within the consulting group.

Skills

Strong analytical skills

Organizational skills

Communication skills

Client service skills

Education

Series 65 license

Pursuit of CFA, CAIA, or MBA

Minimum of 7 years of relevant investment experience

Job description

Job Title

Associate Consultant

Department

Investment Consulting Group (ICG)

FLSA Status: Exempt

Reports To: Vice President

Salary Range: $105,000 - $135,000

Position Summary

The Associate Consultant is a key member of Bolton’s Investment Consulting Group, supporting the delivery of high-quality investment consulting services to a diverse client base. This role is responsible for managing day‑to‑day client activities, participating in client meetings, and supporting investment‑related projects, while working with the direction of a primary consultant. The person in this role will develop into the lead on select client relationships. The Associate Consultant also contributes to business development efforts and collaborates closely with ICG team members to deliver thoughtful, data‑driven investment solutions. This role is ideal for an experienced investment professional who brings strong technical expertise, client service skills, and a desire to continue growing within a consulting environment.

Key Responsibilities

Client Service & Consulting

• Manage day‑to‑day tasks for assigned clients, ensuring timely execution of deliverables and responsiveness to client needs
• Attend client meetings and participate in discussions, working alongside lead consultants
• Prepare and review client materials, analyses, reports, and presentations related to investment strategy, performance, and monitoring
• Coordinate with internal teams to support ongoing client service and project execution

Investment & Project Work

• Participate in investment‑related projects within the Investment Consulting Group, including research, analysis, and special initiatives
• Support portfolio analysis, performance monitoring, manager evaluations, and investment strategy development
• Stay current on capital markets, investment products, and industry trends to inform client recommendations and internal discussions

Business Development

• Support the firm’s efforts to attract new clients by contributing to proposals, presentations, and other business development activities
• Participate in prospect meetings and internal strategy discussions related to new business opportunities

Collaboration & Professional Contribution

• Collaborate effectively with consultants, analysts, and other ICG team members
• Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Group

Requirements

Qualifications

Required

• Series 65 license
• Minimum of 7 years of relevant investment, consulting, or financial services experience
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities in a client‑focused, deadline‑driven environment

Preferred

• Pursuit of CFA, CAIA, or MBA
• Prior experience in an investment consulting or advisory firm environment
• Experience working directly with institutional clients

Travel Requirements

• Ability to travel up to 15% as required for client meetings, business development, and firm initiatives

Additional Information

Bolton offers a collaborative, professional environment with opportunities for continued growth and development within the Investment Consulting Group. This role provides exposure to a wide range of clients, investment strategies, and consulting initiatives while supporting long‑term career progression within the firm.

Bolton offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer‑paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends.

Equal Opportunity Employer Statement

Bolton is committed to equal employment opportunity and fostering a diverse, inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.