What are the responsibilities and job description for the Strategy Advisor position at The Colony Group LLC?
Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Strategy Advisor. The Strategy Advisor will be the primary point of contact for The Colony Group’s proprietary strategies segment. The proprietary strategies segment is an extension of Colony Investment Management, whose objective is to develop and maintain strategically important strategies for the firm’s varied client types. The strategy advisor will play an integral role in developing this new team in support of the broader growth goals of the company.
Primary responsibilities for this position include:
- Serve as the primary point of contact for clients assigned to the proprietary strategy segment.
- Develop communication program with end clients using approved collateral.
- Work with Financial Advisory team to identify financial planning opportunities.
- Select Institutional Relationship Management
- Maintain and modify institutional client Investment Policy Statement (IPS), understanding and documenting any special areas of focus or restrictions (i.e. ESG).
- Engage (inbound/outbound) with relationship stakeholders and decision-makers.
- Organize quarterly client review meetings/update calls whether virtual or in-person.
- Analyze cash flow as needed.
- Anticipate needs of the institutional clients based on client service model.
- Perform manager/strategy attribution as needed.
- Develop and implement institutional client performance scorecard and quarterly reporting package.
- Assist the CIO and Managing Director in preparing high-quality marketing pitch decks, factsheets, and associated materials for proprietary strategy segment.
- Collaborate with marketing team to introduce new client engagement activities.
- Account Maintenance Support
- Understand key custodian capabilities and limitations, facilitating optimal delivery of CIM proprietary strategies.
- Support account opening and modification where needed.
- Assist with money movements and securities transactions where needed.
- Support ad hoc special projects.
- Serve as backup for Investment Strategy Group (ISG) in prospect and client meetings.
Qualifications:
- Minimum 5 years in a role that requires regular engagement with end clients.
- Bachelor’s degree required.
- Pursuit of an investment designation within 12 months of hiring (e.g. CFA, CAIA, CIMA, CFP)
- Willingness to travel up to 10% of the time.
- Exceptional communication and presentation skills.
- Demonstrates a strong sense of professional and personal integrity and high ethical standards.
- Expert in Microsoft Office Suite with advanced experience in Excel functionality.
* This is an Exempt Position
$120-130K
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!
Salary : $120,000 - $130,000
