Lead Consultant

6 days ago


Denver, Colorado, United States IMA Financial Group Full time
About Syntrinsic

Syntrinsic is a leading investment advisory firm that empowers individuals and organizations to achieve their financial goals. As a trusted partner, we provide expert guidance and strategic consulting to nonprofits, endowments, and foundations.

Job Summary

We are seeking a highly skilled and experienced Lead Consultant to join our team. The successful candidate will be responsible for forging strong relationships with our clients, providing expert advice, and driving business growth.

Key Responsibilities
  • Establish and maintain relationships with clients' board members, committee members, and senior staff
  • Develop and implement strategic plans to drive business growth and client satisfaction
  • Provide expert advice on investment matters, including portfolio development, asset allocation, and risk management
  • Collaborate with our research team to identify opportunities and develop innovative solutions
  • Represent Syntrinsic in the broader community through client events, networking, and civic engagement
Requirements
  • At least 10 years' experience advising institutional clients
  • Registered Investment Advisor Representative or equivalent (e.g., CFA Charter holder)
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
Benefits

As a valued member of our team, you will enjoy a comprehensive benefits package, including:

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Health Club Reimbursement
  • Personal and Professional Development
Why Join Syntrinsic?

We are a dynamic and entrepreneurial company that values our associates and provides opportunities for growth and development. Join our team and become part of a community that is dedicated to making a positive impact.


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