Senior Investment Consultant

1 month ago


Florida, United States Ascensus Full time
Job Summary

Newport, an Ascensus company, offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

Key Responsibilities
  • Proactively advise corporate plan sponsors on plan investment structure, asset allocation, and investment manager selection in support of their retirement plans.
  • Develop investment policy statements and deliver quarterly investment reviews.
  • Formulate target return and risk-based portfolios using internal capital market assumptions and asset allocation tools.
  • Develop hedging strategies for asset-liability management.
  • Develop client meeting materials with focus and attention to detail.
  • Protect, secure, and properly handle confidential data to prevent unauthorized access, improper transmission, and unapproved disclosure.
  • Embody the I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always in daily actions.
Travel and Supervision
  • Senior Investment Consultants typically have moderate-to-high travel schedules, but this has decreased in recent years due to virtual meetings.
  • Supervision is not applicable for this role.
Requirements
  • Bachelor's degree in finance or economics from an accredited university, or hold the CFA designation.
  • Ten-plus years of experience in a related position, focusing on providing investment advice and services to retirement plan clients.
  • Excellent written and oral communication skills, with interaction with clients, the team, and other areas of the firm critical to success.
  • Ability to work in a fast-paced, demanding environment and be a self-starter, working under tight deadlines.
  • Securities licenses or agreement to pursue (FINRA Series 6 or 7, 66, etc.).
  • Strong critical thinking skills, project management skills, and problem-solving skills.
  • Strong MS Office skills, including MS Excel and PowerPoint.
  • Experience with Adobe Acrobat.
Virtual Work Requirements

We require an uninterrupted virtual workspace and an expectation of family care during business hours. Additionally, an internet work speed of 25 Mbps or better is necessary for individual use. If multiple people are using the same internet connection, a stronger connection is required.

We are proud to be an Equal Opportunity Employer.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask for payment or require you to purchase equipment.



  • Florida, United States FIS Full time

    About the RoleFIS is seeking a Senior Technology Business Consultant to join our Professional Services team. As a key member of our team, you will play a critical role in the success of customer implementations of the Commercial Loan Origination (CLO) product.Key ResponsibilitiesLead technical aspects of project implementations, including requirements...


  • Florida, United States Cognizant Full time

    ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant, a member of the...


  • Florida, United States Clearesult Full time

    About the RoleCLEAResult is seeking a talented Energy Efficiency Regulatory Consultant to join our team. As a key member of our regulatory team, you will support the development of growth strategies, innovative Energy Efficiency (EE) programs, products, and services through Utility regulatory policy research and engagement.Key ResponsibilitiesSupport and...

  • Senior Data Scientist

    4 weeks ago


    florida, United States Focus GTS Full time

    We are seeking a highly skilled Senior Data Scientist to lead our data engineering efforts in sunny South Florida. The position requires 3-4 days a week in person. Local candidates only.Key Responsibilities: Collaborate with business stakeholders and data science teams to define data engineering requirements. Develop and implement data engineering solutions...


  • Florida , USA, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Tax Senior to join our team. As a Tax Senior, you will be responsible for providing expert tax advice to our clients, preparing complex tax returns, and engaging in tax research to provide solutions for our clients. Key ResponsibilitiesEffectively communicate with clients, peers, and management to deliver timely and...


  • Florida, United States FIS Full time

    About the Role:We are seeking a highly motivated and experienced Senior Sales Executive to join our team at FIS. As a key member of our sales team, you will be responsible for selling commercial payments solutions to banks and financial institutions.Key Responsibilities:Sell commercial payments solutions and develop new account relationships.Solicit and...


  • Saint Petersburg, FL, Pinellas County, FL; Florida, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies,...


  • florida, United States Synergy Business Consulting, Inc. Full time

    At Synergy Business Consulting, Inc., we are seeking a talented Software Engineer to join our team. The ideal candidate will have experience in .NET and web development, with a strong focus on code quality and collaboration with internal and external stakeholders.About the Role - As a Software Engineer at Synergy Business Consulting, Inc., you will be...


  • Florida, United States Confluent, Inc Full time

    About the RoleConfluent, Inc. is seeking a highly skilled Customer Success Technical Architect to join our team. As a trusted technical advisor, you will work closely with our customers to ensure their success and retention. Your primary objective will be to provide technical guidance and support to help our customers accelerate time to value, maximize...

  • Senior Technical Lead

    1 month ago


    Florida, United States DApp360 Workforce LLC Full time

    Technical Leadership OpportunityDApp360 Workforce LLC is seeking a seasoned technical leader to drive the development of a global decentralized wireless network. As a key member of our team, you will be responsible for establishing a technical roadmap, collaborating with core contributors, and managing a team of engineers to deliver high-quality software.Key...

  • Locum Physician

    6 months ago


    Florida, United States All Star Healthcare Solutions Full time

    All-Star Healthcare Solutions is seeking an Emergency Medicine Physician to assist with locums coverage in FL. Job details include: As soon as Credentialed - Ongoing EMR: Medhost Single Physician coverage (7a-7p, 7p-7a) 8 hour APP coverage (off season); 10 hour APP coverage (Season) 15% admit rate and Dedicated Senior ER BC/BP Em (ABEM/ABOEM), ACLS,...


  • Florida, United States InEvent Full time

    InEvent is a pioneering B2B startup that develops innovative solutions for hospitality and marketing within large enterprises, creating high-level management for the C-level suite and robust operational tools for analysts and managers.We are a remote event tech company with a global presence, spanning over 13 different countries and 27 languages.The most...


  • Florida, United States FIS Full time

    About the Role:In a Development Management role at FIS, your skills will be at the core of changing the way the world pays, banks, and invests. You'll plan and manage application development and client delivery activities that range from small and simple software applications to components of large and complex software applications.About the Team:You'll be...


  • Florida , USA, United States Trajan Wealth LLC Full time

    Financial Advisor Opportunity at Trajan Wealth LLCTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team in the Orlando area.We pride ourselves on our commitment to excellence and fiduciary...

  • Cardiologist

    1 month ago


    florida, United States ChenMed Full time

    We’re unique.  You should be, too.We’re changing lives every day.  For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts?  Do you inspire others with your kindness and joy?We’re different than most primary care providers. We’re rapidly expanding and we need great...


  • Sarasota, Florida, 34232, Sarasota County, FL, United States CoolSys Full time

    Overview: WHY COOLSYS?At CoolSys, we offer more than just a job—we provide stability, growth, and industry-leading benefits for our employees. As a large company serving diverse customers, we invest in our team with:Competitive Compensation: Competitive pay from $36-43/HROngoing Education & Training: Access to state-of-the-art facilities and paid online...

  • Loan Originator

    4 weeks ago


    Florida, United States Supreme Lending Full time

    Job Summary:As a Loan Originator at Supreme Lending, you will be responsible for originating and processing mortgage loans for our clients. This includes taking complete and accurate loan applications, using our product set, and establishing and maintaining relationships with realtors, builders, and new home sales representatives.Duties and...


  • Winter Garden, FL, Orange County, FL; Florida, United States AT&T Full time

    Job Description: Exciting news! We’re offering a language specific $1,000 Sign On Bonus ($500 after 90 days and $500 after 6 months) for external candidates, including this location. (not applicable to Internal employees) Do you speak Portuguese and English? If you do, we’re looking for you! Our Retail Careers come with awesome perks and may include...


  • Florida, United States CenterWell Home Health Full time

    Become a part of our caring community and help us put health first As a Home Health Occupational Therapist Assistant, you will: * Provide therapy services planned, delegated and supervised by the qualified Occupational Therapist in accordance with the patient's Plan of Treatment. * Assist in the implementation of vocational/education programs and...


  • Florida, United States CenterWell Home Health Full time $57,700 - $79,500

    Become a part of our caring community and help us put health first As a Home Health Occupational Therapist Assistant, you will: * Provide therapy services planned, delegated and supervised by the qualified Occupational Therapist in accordance with the patient's Plan of Treatment. * Assist in the implementation of vocational/education programs and...