Senior Investment Consultant

2 weeks 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.

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