Fiducient Advisors opened its doors on May 1, 1995, striving to provide tailored and personalized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients’ interests first. This begins by providing advice addressing each client’s unique concerns, obligations and goals.
We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts ensuring we check egos at the door, take accountability and are thoughtfully driven.
Fiducient Advisors seeks highly-motivated, team-oriented individual to join our team as a Senior Consultant within our institutional investment advisory group. The Senior Consultant is responsible for providing advice, recommendations, and meaningful analysis to predominately defined benefit pension plan sponsor clients, including asset allocation analysis, asset/liability analysis, pension plan funded status tracking, portfolio performance monitoring, benchmark construction, manager selection, custodian searches, industry expertise, and fiduciary governance including investment policy development. Clients include for-profit corporations, non-profits, healthcare systems, and municipalities.
Responsibilities (or Project Work):
- Maintain exceptional service delivery and relationships with clients
- Lead client meetings and play an active role in prospect pitches
- Contribute meaningful investment analysis and recommendations to clients that considers the interaction of assets and pension liabilities
- Build and maintain business development network to help raise firm awareness and foster growth
- Cultivate new institutional consulting relationships by leveraging existing network
- Support marketing with request for proposal responses
- Perform firm citizenship duties: play an active role on internal committees and support marketing efforts (i.e., articles, webcasts, and conferences)
- Consistent use of CRM to track client, prospect and workflow activity
- Provide timely and clear direction to internal support teams in serving client needs and requests
- Guide and mentor colleagues on the client service and analytics teams
- Respond to client requests in a timely and efficient manner
- Assist clients with governance oversight and their fiduciary responsibility
- Monitor investment statement policies
- Collaborate and share ideas with colleagues in Investment Committee meetings
Knowledge, Skills & Abilities:
- Bachelor’s degree required, with a preferred concentration in Finance, Actuarial Science, Accounting, or Economics.
- Demonstrated successful academic record of achievement
- Strong preference for least one of the following designations: CFA, CAIA, MBA, actuarial designation or significant process towards one of these certifications
- Experience working with defined benefit pension plans (traditional and cash balance plan designs) with a thorough understanding of the impact of the Plan on the Client’s balance sheet, income statement, and cash flow. Actuarial credentials a strong plus.
- Minimum 10 years’ experience in an investment role and/or actuarial role working with defined benefit plans
- At least 5 years of overall experience in a client-facing/consulting role or a role that includes meaningful client engagement
- Experience serving clients in the areas of portfolio construction and investment selection, including liability-driven investment strategies, real assets, and alternative investments
- Experience with asset allocation strategy, derisking glidepath construction, funded status tracking, liability-driven investment strategies, mutual funds/investment manager selection
- Quickly able to establish rapport and build relationships
- Demonstrated ability to generate significant revenue
- Demonstrated ability to develop new business; the ideal candidate has an established network of institutional relationships and industry connections
- Exceptional writing and communication skills are essential
- Comfortable public speaking with notable presentation skills
- Flexible when priorities shift and able to work autonomously
- Must be highly-motivated, resourceful, reliable and dependable
- Sound judgment and problem-solving skills
- Innovative, curious and enthusiastic
- Detail-oriented with a high level of accuracy and organization
- Proficiency in Microsoft Suite is required
- Thoughtfully driven, accountable and able to check your ego
Travel Requirements:
- 30-60% travel for client meetings, trainings and/or business events
Work Environment:
- This role works in a professional office environment located in Windsor, CT, Boston, MA, or Chicago, IL via a hybrid environment with the expectation that the individual will be in the office 3 days per week
- This role routinely uses standard office equipment such as computers, phones and photocopiers
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.
- Sitting, particularly for sustained periods of time
- Regularly required to speak and hear
- Ability to travel via car, air, or train as needed
- Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
- Ability to lift up to 25 pounds
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
