Manager, Consulting Analytics – Allocation

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Manager, Consulting Analytics – Allocation, is responsible for the direct management of a group of Consulting Analysts; and, for the implementation and oversight of the firm’s policies and procedures and best practices to meet the needs of the Trustee Directed (Allocation) business lines and clients we serve.

Responsibilities

• Maintain high level of analyst responsibilities and service on assigned clients
• Serve as a strategic partner with Director, Business Council leads and the Director of Institutional Consulting, demonstrating a keen understanding of the goals and objectives of the organization and the Trustee Directed business lines
• Participate directly in aligning the Analyst team’s objectives to best meet the needs of the Business Councils and client base
• Teach, coach, develop, and engage Consulting Analytics colleagues while promoting best practices and adherence to policies and procedures
• Assist the Director of Consulting Analytics (Allocation) in creating, implementing, and maintaining Standard Operating Procedures (SOPs) to ensure a high-quality and consistent client service experience
• Act as a team resource and conduit between the Consulting Analytics Team, firm Business Councils, and other departments to develop optimal solutions that benefit the client experience
• Possess niche expertise in ERISA, Defined Benefit, and/or Endowment & Foundation client concepts and practical implications
• Directly manage a group of Consulting Analysts
  • Participate directly in staffing decisions
  • Coordinate all onboarding and training of new hires
  • Engage regularly with direct reports with ongoing check-ins to assess training needs, coach, solicit and provide feedback, drive engagement, and develop knowledge and key skills
  • Review project related client deliverables
  • Participate directly in reviews of reallocations prior to implementation, ensuring Consulting Analyst has adhered to policies and procedures
  • Participate directly in evaluations of direct reports to include quarterly check-ins and the annual performance review
  • Foster a collaborative, team-based culture focused on excellence and continuous improvement in meeting the needs of internal and external clients
• Assist with quality control and the review of client deliverables, project materials, and training materials
• Serve as back up for other managers and Director
• Actively foster a collaborative and supportive spirit with Consulting Analytics direct reports and team colleagues across the team

Required Education, Professional & Technical Experience

• Bachelor’s degree required with a preferred concentration in Economics or Finance
• Five (5) to ten (10) years of investment consulting or investment-related work experience
• Minimum of five (5) years in a role similar to that of a consulting analyst with demonstrated leadership skills
• CFA or MBA achieved or in-progress a plus
• Proficiency in Microsoft Suite is required
• Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices
• Previous experience with CRM, custody portals, and asset allocation modeling software
• Advanced knowledge of capital markets and asset allocation structure
• Intellectual curiosity about investments, asset allocation and portfolio structure
• Advanced to expert knowledge of Retirement Plan (DB) and Nonprofit Institutions marketplaces

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 25% of the time for training and or business/events. 
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. 

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. 

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $98,000-$130,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits