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Investment Consultant
Investment ConsultantHighland Consulting Associates, Inc. • Westlake, OH, US
Investment Consultant

Investment Consultant

Highland Consulting Associates, Inc. • Westlake, OH, US
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Join to apply for the Investment Consultant role at Highland Consulting Associates, Inc.

We are currently seeking an investment consultant to join our team. The consultant is responsible for serving as the primary contact to institutional clients for the delivery and coordination of all aspects of the client relationship.

Client type primarily includes defined contribution plans , but may also include defined benefit plans, foundations, endowments, and corporate assets.

Responsibilities

  • Serve clients through regular client communication and client meetings
  • Establish and maintain scalable processes to increase effectiveness of service delivery and business development activities
  • Write, proofread, and edit proposals and materials, as needed
  • Manage the content systems (e.g., CRM and other business development oriented software) used to serve clients and for business development
  • Assist with the generation of leads through emails, phone calls and centers of influence
  • Contribute to reporting on metrics to evaluate the effectiveness of activities

Qualifications

  • Bachelor's degree in business, finance, accounting, economics, human resources, employee benefits or related field
  • A minimum of 2 years of experience in an investment consulting role working on defined contribution or defined benefit plans
  • CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred

    • Benefits

  • Competitive compensation, base plus bonus
  • Great benefits package that includes medical, life insurance, disability, 401(k) plan with employer match and profit sharing contribution, and paid time off
  • Employee Stock Ownership Plan (ESOP) – All participating associates benefit from the success of the firm
  • Opportunities for professional growth and advancement
  • Stability — Highland has been successfully serving clients for nearly 30 years, and experienced significant growth with low employee and client turnover

    • About us

    Highland was founded in 1993 and provides fee-only consulting services primarily to institutional investors and their fiduciaries. Highland serves a wide array of clients, including defined benefit and defined contribution plans, foundations, endowments, and other institutional investors. Clients also include high net worth individuals.

    EEO Statement

    All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran, or any other characteristic protected by applicable law.

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    Investment Consultant • Westlake, OH, US