Investment Consultant

USI Insurance Services; United States; Remote; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

USI Insurance Services is seeking an IAS Investment Consultant to support client investment reporting and recommendations by compiling data, evaluating capital market trends, and ensuring portfolios align with policy objectives. You will participate in due diligence, collaborate with sales and marketing, provide asset allocation guidance to Defined Benefit clients, and travel up to 20% as needed.

This role requires strong analytical skills and client focus in a dynamic retirement planning

Qualifications

• 6+ years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
• Bachelor’s degree in Mathematics, Business, Finance, or Accounting.
• Series 65 license required.
• Proficiency in Excel, Morningstar, and investment-related databases; familiarity with additional industry tools and programs for monitoring funds.
• Comprehensive knowledge of retirement plans, pension programs, and funding structures.
• Strong financial and business acumen with a client-focused mindset.
• Excellent organizational skills and ability to manage multiple priorities.
• Clear, effective verbal and written communication skills; comfortable presenting to small groups.
• Ability to travel up to 20% of the time.

Responsibilities

• Develop, analyze, communicate, teach, present, and prepare investment strategies to support pension and retirement plan sales efforts and help close new business.
• Analyze and monitor investment performance for non-proprietary funds using technology, due diligence, and industry publications.
• Provide timely, accurate investment analysis and reporting to clients and internal partners, including comprehensive written investment reviews to support client retention.
• Review investment options and participant utilization; recommend enhancements, additions, or removals as needed.
• Maintain the due diligence database for funds not currently offered and recommend new investment options to senior management.
• Monitor portfolios for style drift, capitalization trends, and performance concerns; draft communications and train investment analysts as needed.
• Assess economic conditions and financial markets, communicating relevant insights and impacts on client investments.
• Provide proactive asset allocation guidance to Defined Benefit clients, including participation in asset/liability studies and quarterly portfolio rebalancing.
• Support client relationship management by meeting with clients and identifying opportunities to cross-sell additional services.
• Enact investment policy statements for assigned clients, including executing trades and investing new deposits.
• Comply with company policies, procedures, and regulatory requirements.

Skills

Investment performance

Excel

Morningstar

Investment databases

Retirement plans knowledge

Client-focused

Communication

Travel readiness

Series 65 license

Independent work

Education

Bachelor's degree in Mathematics/Business/Finance/Accounting

Tools

Morningstar

Investment databases

Job description

Remote- Mountain Time Zone, Remote- Pacific Time Zone

Job ID

32827

Description and Requirements

About the Role:

The IAS Investment Consultant plays a key role in supporting client investment reporting and recommendations by compiling and analyzing statistical financial, economic, and plan-specific data. In this position, you will evaluate capital market trends, assess investment performance against benchmarks, and ensure client portfolios align with investment policy objectives. You’ll also participate in fund manager due diligence, collaborate with sales and marketing teams, and help drive successful client outcomes.

What You'll Do:

• Develop, analyze, communicate, teach, present, and prepare investment strategies to support pension and retirement plan sales efforts and help close new business.
• Analyze and monitor investment performance for non-proprietary funds using technology, due diligence, and industry publications.
• Provide timely, accurate investment analysis and reporting to clients and internal partners, including comprehensive written investment reviews to support client retention.
• Review investment options and participant utilization; recommend enhancements, additions, or removals as needed.
• Maintain the due diligence database for funds not currently offered and recommend new investment options to senior management.
• Monitor portfolios for style drift, capitalization trends, and performance concerns; draft communications and train investment analysts as needed.
• Assess economic conditions and financial markets, communicating relevant insights and impacts on client investments.
• Provide proactive asset allocation guidance to Defined Benefit clients, including participation in asset/liability studies and quarterly portfolio rebalancing.
• Support client relationship management by meeting with clients and identifying opportunities to cross-sell additional services.
• Enact investment policy statements for assigned clients, including executing trades and investing new deposits.
• Comply with company policies, procedures, and regulatory requirements.

What We're Looking For:

• 6+ years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
• Bachelor’s degree or higher in Mathematics, Business, Finance, or Accounting.
• Series 65 license required.
• Proficiency in Excel, Morningstar, and investment-related databases; familiarity with additional industry tools and programs for monitoring funds.
• Comprehensive knowledge of retirement plans, pension programs, and funding structures.
• Strong financial and business acumen with a client-focused mindset.
• Excellent organizational skills and ability to manage multiple priorities.
• Clear, effective verbal and written communication skills; comfortable presenting to small groups.
• Ability to work independently or collaboratively based on assignment needs.
• Ability to travel up to 20% of the time.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).To learn more, visit usicg.com or follow us on LinkedIn .

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Annual salary range is $85,000 - $115,000, plus potential compensation incentives