Consulting Analyst- Defined Contribution

Aon; Chicago (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness programs

Professional development reimbursement

Employee Resource Groups

Cell Phone Reimbursement Program

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst - Defined Contribution to provide analytical support to consultants and client teams. You will perform diagnostic reviews, prepare client reports, and assist with ad-hoc analyses to help clients meet retirement objectives.

The role emphasizes collaboration with consultants, data visualization capabilities, and leveraging AI-powered tools to boost efficiency and insight generation.

Qualifications

• Bachelor's Degree or relevant work experience in Finance, Economics, Mathematics, or related field preferred.
• Entry-level experience welcome.
• Proficiency in Microsoft Suite (Excel, PowerPoint, Word) is required; experience with data visualization tools (Tableau, Power BI) is a plus.
• Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting.

Responsibilities

• Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations.
• Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity.
• Respond to consultant requests and conduct special projects or ad-hoc analyses as needed.
• Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives.
• Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations.
• Attend client meetings in a supporting analytical role and respond to follow-up items as required.
• Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner.
• Leverage AIpowered tools and analytics to improve efficiency, insight generation, and decisionmaking across projects.

Skills

Quantitative skills

Analytical skills

Microsoft Excel

PowerPoint

Power BI

Tableau

Data modeling

Statistical analysis

Reporting

Education

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

Tools

Tableau

Power BI

Job description

Posting Description

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

For more information, visitwww.wealthspire.comandwww.fiducientadvisors.com.

The Consulting Analyst - Defined Contribution is responsible for providing analytical support, collaborating with consultants and team members to deliver accurate and insightful analysis for defined contribution clients. This role supports client projects, reporting, and process improvements to help clients achieve their retirement plan objectives.

Responsibilities:

• Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations.
• Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity.
• Respond to consultant requests and conduct special projects or ad-hoc analyses as needed.
• Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives.
• Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations.
• Attend client meetings in a supporting analytical role and respond to follow-up items as required.
• Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner.
• Leverage AIpowered tools and analytics to improve efficiency, insight generation, and decisionmaking across projects.

Required Education, Professional & Technical Experience

• Bachelor's Degree or relevant work experience (Finance, Economics, Mathematics, or related field preferred).
• Entry-level experience welcome
• Proficiency in Microsoft Suite (Excel, PowerPoint, Word); experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
• Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting.

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody - Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.