DiMeo Schneider & Associates, L.L.C. is now Fiducient Advisors

Senior Consultant, Endowments and Foundations

June 28, 2021 | Chicago, IL | Windsor, CT

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Fiducient Advisors, a nationwide investment consulting firm striving to provide unparalleled and customized investment consulting services to plan sponsors, nonprofit organizations, private clients, and financial institutions, seeks a Senior Consultant dedicated to our endowment and foundation clients and prospects. The position will assume lead responsibility for providing advice, recommendations and meaningful analysis to clients, including education, religious, charitable and healthcare organizations. This involves working with clients in areas of investment policy, asset allocation, manager selection, custodial searches and performance monitoring.

Job Functions

Maintain exceptional service delivery and relationships with endowment and foundation clients
Lead client meetings and play an active role in prospect pitches
Contribute meaningful investment analysis and recommendations to endowment and foundation clients
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

Qualifications

Bachelor’s degree with a preferred concentration in Finance, Accounting, Investing, or Economics required
At least one of the following designations: CFA, CAIA, MBA or significant process towards one
of these certifications
At least 5 years’ experience in a consultant role at an investment consulting firm
Experience serving endowment and foundation clients in the areas of portfolio construction and investment selection, including real assets, alternative investments and environmental, social and governance mandates
Experience with asset allocation strategy, mutual funds/investment manager selection, and direct knowledge of alternative assets, including hedge funds, private equity and real assets
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 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, training and other business needs

Work Environment

Fiducient Advisors is temporarily working remotely with intentions to return to the office
This role will work from either our Chicago, IL, Windsor, CT, or Boston, MA office
This role routinely uses standard office equipment and video conferencing

Physical Demands

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully.

Sitting, particularly for sustained periods
Regularly required to speak and hear
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 employees 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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Why Choose Fiducient Advisors?

Headquartered in Chicago’s financial district with additional offices in Hartford, Austin, Washington, DC, Boston, Los Angeles and Portland (ME), the firm strives to provide impartial, cost effective investment consulting to plan sponsors, nonprofit organizations and private clients. Seasoned professionals make use of leading edge technology to deliver a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach. Fiducient Advisors is an equal opportunity employer committed to fostering a diverse workforce; women and minority candidates are especially encouraged to apply.