Retirement Plan Consulting Associate | Client Advisory

Multnomah Group, Inc.; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Job summary

Multnomah Group, Inc. in Portland, OR is seeking an Associate Consultant to join our institutional retirement plan consulting team. You will work directly with clients, support investment manager research, and contribute to fiduciary governance projects.

The role emphasizes client service, preparation of analyses and meeting materials, and ongoing due diligence of investment managers. This is a path for building a long-term career in retirement consulting.

Qualifications

• Deep technical knowledge in fiduciary governance, investments, or vendors as demonstrated by experience or designations.
• Generalist technical knowledge across fiduciary governance, investments, or vendors.
• Passage of the Series 65 exam is required or strongly preferred.

Responsibilities

• Attend client workgroup and committee meetings for assigned clients.
• Prepare analyses, meeting materials, presentations, and deliverables.
• Deliver portions of client meetings including market commentary and fiduciary topics.
• Document meeting discussions, decisions, and action items in writing.
• Maintain and update CRM records reflecting client decisions and activity.
• Support internal workflows and coordinate with centralized teams.

Skills

Fiduciary governance

Investments

Vendors

Series 65

Job description

Multnomah Group, Inc. in Portland, OR is seeking an Associate Consultant to join our institutional retirement plan consulting team. You will work directly with clients, support investment manager research, and contribute to fiduciary governance projects.

The role emphasizes client service, preparation of analyses and meeting materials, and ongoing due diligence of investment managers. This is a path for building a long-term career in retirement consulting.