Sr Investment Consultant

USI Insurance Services; United States; On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical, wellness, dental, and vision benefits

401(k), flexible spending, and health-savings accounts

Short and long-term disability

Paid family leave and holiday time

Job summary

USI Insurance Services is seeking an experienced professional to provide institutional consulting services to retirement plan clients. This role involves developing investment solutions, formulating investment strategies, and maintaining client relationships to meet fiduciary goals.

The ideal candidate will have over 10 years of investment consulting experience, a bachelor’s degree in a relevant field, and the Series 65 designation. Attractive benefits include comprehensive health coverage and a generous paid time off policy.

Qualifications

• 10+ years investment consulting experience in the institutional marketplace.
• Broad knowledge of retirement and pension programs and funding.
• Able to travel up to 25% of the time.
• Strong verbal and written communication skills.

Responsibilities

• Develop and implement investment solutions for corporate plans.
• Accountability for client relationships and retention.
• Participate in sales meetings for new business.
• Review and analyze performance for clients’ investments.
• Formulate investment strategies based on client objectives.
• Partner with internal research team for investment options.

Skills

Investment consulting experience

Financial acumen

Presentation skills

Problem-solving ability

Organizational skills

Education

Bachelor’s degree in Mathematics, Business, Economics, Finance or Accounting

CFA Charter or Master’s degree

Uniform Investment Adviser Law (Series 65) designation

Tools

Performance monitoring software

Job description

General Description

Provide institutional consulting services to retirement plan clients. Work with clients to understand and meet investment and fiduciary goals. Act as subject matter expert on a wide range of investment topics. Partner with internal and external teams to service clients and support sales and marketing efforts.

Responsibilities

• Develop and implement investment solutions for corporate defined benefit and defined contribution plans


• Accountability for client relationships and retention for assigned book of business. Generate referrals


• Participate in sales meetings for new business as applicable. Present USI Advisor’s service capabilities to prospective clients


• Review and analyze performance for clients’ current investments. Formulate investment strategies based on client objectives


• Execute defined contribution plan service protocol. Review and provide fiduciary oversight of available investment options. Develop and review Investment Policy Statements and plan menu design. Complete asset class benchmarking and target date, share class and stable value analysis


• Partner with internal research team to conduct due diligence on investment options. Make recommendations for investments failing the Investment Policy Statement criteria


• Work with recordkeeping partner to service assigned book of clients


• Author White Papers for distribution to clients and prospects


• Provide asset allocation advice to defined benefit clients. Partner with actuarial team and participate in asset/liability studies


• Participate in peer training and mentorship. Act as point of escalation for complex client issues


• Analyze portfolios and composite funds. Rebalance on a quarterly basis or as needed


• Enact investment policy statements including trades and investment of new deposits


• Comply with published procedures and compliance manual for USI Advisors and Securities


• Keep current with capital markets and economic trends. Provide strategic direction for clients based on industry trends impacting retirement plans


• Participate in internal committees to enhance current procedures and client deliverables

Qualifications

• 10+ years investment consulting experience in the institutional marketplace, including defined contribution and defined benefit plans


• Bachelor’s degree in Mathematics, Business, Economics, Finance or Accounting; CFA Charter or Master’s degree preferred


• Uniform Investment Adviser Law (Series 65) designation required


• Familiarity with industry software programs for performance monitoring


• Broad knowledge of retirement and pension programs and funding


• Able to travel up to 25 % of the time


• Ability to demonstrate general business acumen and financial agility


• Problem‑solving ability; strong organizational skills and ability to multi‑task


• Strong verbal and written communication skills; strong presentation skills


• Ability to work independently and in a team setting

Benefits

USI offers a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health‑savings accounts, short and long‑term disability, life insurance and other employer‑sponsored programs. Generous paid time off policy, paid family leave benefit and paid holiday time are also provided.

Annual salary range is $110,000 – $130,000, plus potential compensation incentives.