Senior Investment Consultant

A company is looking for a Senior Investment Consultant.

Key Responsibilities

Conduct in-depth research and due diligence on pooled investment products to support fund selection and recommendations

Advise retirement plan sponsors on fiduciary governance and prepare quarterly investment reports

Manage and expand client relationships while mentoring junior consultants and analysts

Required Qualifications

Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA preferred

Minimum 5 years in investment or retirement plan consulting or related financial services

Proven success managing institutional or high-net-worth client relationships

Strong understanding of ERISA standards

Highly Preferred : Chartered Financial Analyst (CFA) and / or Certified Financial Planner (CFP)