[Remote] Investment Consultant

Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is a leading firm in retirement plan consulting and benefits administration. The Investment Consultant role involves delivering institutional consulting services to retirement plan clients, analyzing capital markets, and ensuring compliance with investment policies.ResponsibilitiesDevelop a strong governance framework for retirement plan clients, including support for investment committee education and investment decision-makingImplement and oversee investment strategies that align with the plan’s investment objectivesMonitor and evaluate client portfolios to ensure compliance with investment policy statementsProvide insights into manager asset quality and present relevant recommendations to clients when strategies fail to meet the firm’s established due diligence guidelinesDeliver ongoing support to assigned book of clients who require periodic investment reviews. Retain assigned clientsConduct asset class benchmarking to help align investment offerings with industry standards and best practicesProvide fiduciary support to clients in both a 3(21) co-fiduciary and 3(38) discretionary capacitiesDeliver additional fiduciary services including review of target date funds, stable value products and an analysis of investment management fees associated with the strategies offered in client menusWork with recordkeeping partner to service assigned book of clientsSupport sales efforts by participating in finalist presentations as a subject matter expert on investment advisory services and provide investment plan observations and insights to sales staff in preparation for prospective client meetingsProvide commentary on the current economic conditions and financial markets including insights on how evolving market trends may impact the investments offered to our retirement plan clientsDraft and update Investment Policy Statements (IPS) to reflect the client’s investment objectives, risk tolerance, asset allocation strategy and governance framework. Ensure compliance with IPS standards and target allocation bandsParticipate in asset-liability studies to support long-term strategy developmentIndependently and efficiently handle miscellaneous assigned projectsComply with published procedures and compliance manual for USI Advisors and SecuritiesSkillsSix or more years of investment-related experience, with significant exposure to mutual and institutional fundsBachelor's or more advanced degree in Mathematics, Business, Finance or AccountingStrong computer skills. Especially proficient with Excel, Morningstar, and database managementFamiliarity with other industry software programs for monitoring fundsSeries 65 requiredGood knowledge of retirement and pension programs and their fundingAble to travel up to 20% of the timeFinancial expertise and business sense from both USI's and client's perspectiveAbility to creatively and proactively problem-solve, adhering to all regulatory requirementsAbility to stay organized and focused in a busy environmentEffective communication skills with clients and co-workers, both verbal and writtenComfortable presenting to small audiencesPersonable and credibleAbility to work both independently and in a team setting based on the nature of the assignmentInstitutional consulting or wealth management experience preferredClient-facing experience preferredBenefitsCompetitive pay, incentives, and benefitsSummit Awards programEmployee programs that recognize outstanding achievement and help our associates lead healthy, productive livesAward-winning wellness programCollege scholarships for associates' childrenFinancial help in times of needA full-suite of competitive benefits for our growing population and its diverse needsPotential for compensation incentivesMedical, wellness, dental and vision401(k)Flexible spending and health savings accountsShort and long-term disabilityLife insurance and other unique employer-sponsored and voluntary programsGenerous paid time off policyPaid family leave benefitPaid holiday timeCompany OverviewUSI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.