Associate Consultant

Highland Consulting Associates, Inc.; Westlake (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Highland Consulting Associates, Inc. is looking for an Associate Consultant to support their family wealth and institutional consulting teams. This role involves client relationship management, assisting in investment recommendations, and ensuring the preparation of client deliverables.

The ideal candidate will have a Bachelor's degree in Finance, Accounting, or Economics, and 2-5 years of professional experience. Strong analytical skills and proficiency in Microsoft Office Suite are essential for success in this position.

Qualifications

• Bachelor's degree in a related field is required.
• 2-5 years of experience in investment consulting or financial services preferred.
• Excellent written and verbal communication skills are important.

Responsibilities

• Assist in serving clients by supporting communication and meeting preparation.
• Prepare client deliverables such as reports and statements.
• Manage documentation of client interactions and recommendations.

Skills

Analytical capabilities

Client-service mindset

Communication skills

Proficiency in Microsoft Office Suite

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Position Overview

This Associate Consultant role in supporting our family wealth or institutional consulting team in serving retirement plans, foundations, endowments, corporate clients and family wealth clients. The ideal candidate will demonstrate strong analytical capabilities, eagerness to learn, exceptional attention to detail, and a client-service mindset. This role provides a clear pathway for growth into a client-facing consultant position.

Key Responsibilities

• Client Relationship Management
  • Assist in serving institutional or family wealth clients by supporting regular client communication and meeting preparation
  • Support the development of investment recommendations by gathering data and conducting analysis
  • Assist in presenting investment strategies, performance analysis, and market commentary in client meetings and reports
  • Learn to identify client needs and opportunities through ongoing client interaction
• Client Service & Support
  • Help prepare client deliverables including quarterly reports, investment policy statements, fee analyses, and benchmarking studies
  • Collaborate with internal teams to ensure coordinated workflows
  • Participate in client meetings alongside consultants
• Process & Systems Management
  • Manage content systems including CRM (Customer Relationship Management) and knowledge of reporting tools and other business development software platforms
  • Maintain comprehensive documentation of client interactions, decisions, and recommendations
• Business Development Support
  • Assist Highland's business development team in the growth and acquisition of new institutional and family wealth clients
  • Write, proofread, and edit proposals, RFP responses, and marketing materials as needed
  • Contribute to the development of thought leadership content and marketing collateral
  • Track and report on business development metrics to evaluate effectiveness of activities and identify areas for improvement

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2-5 years of experience in investment consulting, wealth management, financial services, or related field (internship experience welcome)
• Foundational knowledge and experience in institutional investment management and retirement plan consulting
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Strong organizational skills and attention to detail
• Self-motivated with ability to learn quickly and take initiative
• Professional demeanor and eagerness to develop client service skills