Senior Investment Advisor - Pension Services

Summary :

Our award-winning client is seeking a Senior Investment Advisor to join their team. As a representative, the Pension Services Subject Matter Expert plays a pivotal role in both internal planning and external interactions as the primary investment liaison to Pension Clients. This multifaceted position involves attending investment and consulting meetings, nurturing client relationships, contributing to thought leadership initiatives, collaborating with senior stakeholders, and ensuring compliance with regulations and organizational standards.

Responsibilities :

• Act as a subject matter expert during internal planning and prioritization.
• Serve as the primary investment liaison to Pension Clients in external interactions.
• Attend investment and consulting meetings to review performance reports and provide market commentary.
• Maintain existing client relationships and cultivate new ones through meetings, professional associations, networking opportunities, and University-sponsored events.
• Practice thought leadership by creating research papers, thought pieces, and presentations as required or assigned.
• Collaborate with key senior stakeholders, including the portfolio management team, relationship managers, and the client service team.
• Contribute to setting process and development roadmaps aligned with key business objectives.
• Participate in the development of sales materials, RFP solicitation, responses, and supporting documentation.
• Contribute to the creation of new client onboarding forms and processes.
• Review compliance with asset allocation models and Investment Policy Statements (IPSs).
• Implement and document new IPSs or future changes to existing IPSs.
• Review and approve quarterly RIA Investment Advisory fee summaries and basis point compliance disclosures for each custodial platform.
• Provide appropriate explanations for significant variances.
• Supervise the preparation and dissemination of periodic pension plan performance reports covering all custodial platforms.
• Ensure compliance with laws and regulations relevant to the position, including adherence to the university code of Conduct.

Additional Responsibilities :

Required Qualifications :

Physical Demands :

Cognitive Demands :

The position requires :

Work Environment :

The work environment is typical of an office setting, including transporting supplies and services to different offices. Employees may encounter average indoor conditions and noise.