Senior Investment Consultant

General Description : Provide institutional consulting services to retirement plan clients. Work with clients to understand and meet investment and fiduciary goals. Act as subject matter expert on a wide range of investment topics. Partner with internal and external teams to service clients and support sales and marketing efforts.

Responsibilities :

• Develop and implement investment solutions for corporate defined benefit and defined contribution plans.
• Accountability for client relationships and retention for assigned book of business. Generate referrals.
• Participate in sales meetings for new business as applicable. Present USI Advisor's service capabilities to prospective clients.
• Review and analyze performance for clients' current investments. Formulate investment strategies based on client objectives.
• Execute defined contribution plan service protocol. Review and provide fiduciary oversight of available investment options. Develop and review Investment Policy Statements and plan menu design. Complete asset class benchmarking and target date, share class and stable value analysis.
• Partner with internal research team to conduct due diligence on investment options. Make recommendations for investments failing the Investment Policy Statement criteria.
• Work with recordkeeping partner to service assigned book of clients.
• Author White Papers for distribution to clients and prospects.
• Provide asset allocation advice to defined benefit clients. Partner with actuarial team and participate in asset / liability studies.
• Participate in peer training and mentorship. Act as point of escalation for complex client issues.
• Analyze portfolios and composite funds. Rebalance on a quarterly basis or as needed.
• Enact investment policy statements including trades and investment of new deposits.
• Comply with published procedures and compliance manual for USI Advisors and Securities.
• Keep current with capital markets and economic trends. Provide strategic direction for clients based on industry trends impacting retirement plans.
• Participate in internal committees to enhance current procedures and client deliverables.

Knowledge, Skills and Abilities :

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA / SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I'm With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Salary Range is $110,000 - $130,000, including potential for compensation incentives.

Job ID : 29226

Salary : $110,000 - $130,000