FCG Sales/Institutional Consultant - Executive Director
Core
Provide strategic guidance to institutional clients on retirement plans, including design, investment strategies, and regulatory compliance.
Role type
Senior IC institutional sales/consultant (retirement planning)
Builds
Retirement plan strategies and investment solutions for institutional clients
Domain
Financial services / Retirement planning / Asset management
Deliverable
client delivery
Required skills
Retirement plan design, Defined contribution (DC) plans, Defined benefit (DB) plans, Asset allocation, Regulatory compliance (ERISA, IRS), Investment analysis, Client relationship management, Business development, CFA charter/candidate status
Preferred skills
Experience with 401(k)/403(b) plans, C-level executive communication, Proposal development
Technologies
Microsoft Office, Morningstar, Bloomberg
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, Identify new business opportunities
Seniority
Senior, hands-on IC