FCG Sales/Institutional Consultant - Executive Director
Core
Provide strategic guidance to institutional clients on retirement plan design, investment strategies, and regulatory compliance to help them meet long-term retirement objectives.
Role type
Senior IC institutional retirement consultant
Builds
Retirement plan strategies and investment solutions for institutional clients
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement plan design, Defined contribution (DC) plans, Defined benefit (DB) plans, Asset allocation, Regulatory compliance (ERISA/IRS), Investment analysis, Portfolio management, Business development, CFA charter/candidate status
Preferred skills
C-level executive communication, Proposal development, Investment research tools (Bloomberg/Morningstar)
Technologies
Microsoft Office, Bloomberg, Morningstar
Responsibilities
Serve as primary point of contact for institutional clients, Lead client meetings to review plan performance, Develop and implement retirement plan strategies, Analyze investment options and recommend asset allocation, Stay updated on industry regulations and help clients navigate compliance, Identify new business opportunities and expand client relationships
Seniority
Senior, hands-on IC