Summary:

Our award-winning client is seeking a Senior Investment Advisor to join their team. As a representative, the Pension Services Subject Matter Expert plays a pivotal role in both internal planning and external interactions as the primary investment liaison to Pension Clients. This multifaceted position involves attending investment and consulting meetings, nurturing client relationships, contributing to thought leadership initiatives, collaborating with senior stakeholders, and ensuring compliance with regulations and organizational standards.

Responsibilities:

• Act as a subject matter expert during internal planning and prioritization.

• Serve as the primary investment liaison to Pension Clients in external interactions.

• Attend investment and consulting meetings to review performance reports and provide market commentary.

• Maintain existing client relationships and cultivate new ones through meetings, professional associations, networking opportunities, and University-sponsored events.

• Practice thought leadership by creating research papers, thought pieces, and presentations as required or assigned.

• Collaborate with key senior stakeholders, including the portfolio management team, relationship managers, and the client service team.

• Contribute to setting process and development roadmaps aligned with key business objectives.

• Participate in the development of sales materials, RFP solicitation, responses, and supporting documentation.

• Contribute to the creation of new client onboarding forms and processes.
  

• Review compliance with asset allocation models and Investment Policy Statements (IPSs).
  

• Implement and document new IPSs or future changes to existing IPSs.
  

• Review and approve quarterly RIA Investment Advisory fee summaries and basis point compliance disclosures for each custodial platform.
  

• Provide appropriate explanations for significant variances.
  

• Supervise the preparation and dissemination of periodic pension plan performance reports covering all custodial platforms.
  

• Ensure compliance with laws and regulations relevant to the position, including adherence to the university code of Conduct.

Additional Responsibilities:

• Perform any additional duties as required or assigned.

Required Qualifications:

• 5+ years of Pension Services (or very similar) experience.
• Experience in Wealth Management or Financial Advising.
• 10+ years of experience in relationship management, preferably with institutional clients.
• Strong communication skills (interpersonal, verbal, written, and presentation).
• Passion for investing, exceptional quantitative and deductive reasoning skills.
• Comprehensive people management skills with a high emotional intelligence (EQ).
• Ability to lead presentations to individuals or large groups with robust knowledge of investment and capital markets.
• Self-starter with excellent organizational skills, capable of exceeding client expectations.
• Series 7, 66, or 63/65 registration.
• Bachelor's degree in accounting, finance, business, or related fields; CFA designation, master's degree, or MBA preferred.
• Industry-relevant experience typically exceeds 10 years; specific certifications may be required.

Physical Demands:

• Frequent sitting, standing, and walking.
• Regular operation of computers.
• Ability to lift up to 75 pounds and handle technical supplies.
• Stooping, bending, crouching, reaching, or crawling.
• Manual dexterity, hands/fingers usage, touch, and feel.
• Talking, seeing, hearing, and writing.

Cognitive Demands:

The position requires:

• Adequate judgment, decision-making, reasoning, comprehension, and stress control.
• Efficient problem-solving and technical issue/task assessment.
• Ability to understand and follow instructions, complete routine paperwork, and prioritize work schedules.
  

Work Environment:

The work environment is typical of an office setting, including transporting supplies and services to different offices. Employees may encounter average indoor conditions and noise.