Talent.com
Senior Investment Consultant, Insurance Required

Senior Investment Consultant, Insurance Required

Strategic Risk SolutionsConcord, MA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to a portfolio of clients.

The successful candidate will have proven experience as an investment consultant for a portfolio of clients, with preference given to those experienced with insurance clients.

Salary Range :

  • $150,000-$190,000 based on experience     Responsibilities and Duties Consulting with multiple types of insurance program clients (e.g. captives, reinsurance, self-insurance) : Understand their investment needs, regulatory requirements, any investment contractual restrictions, current financial statements and investment risk tolerance.

Providing investment advisory services :

  • Recommend appropriate investment strategies and aligned investment management providers.

    • Develop investment policy statements :

  • Create investment policy statements to help clients achieve their financial objectives.

    • Investment program structure :

  • Create asset allocation and liability matched investment programs that account for immediate and longer-term liquidity needs for a variety of portfolio sizes.

    • Evaluating results :

  • Monitor asset allocations and assess the performance of investment strategies and investment managers, and adjust strategies as needed.

    • Monitoring market trends :

  • Conversant in financial markets and economic conditions.

    • Compliance :

  • Ensure all activities comply with industry regulations.

    • Reporting :

  • Prepare applicable, routine reporting and analysis to ensure proper positioning, activities and alignment with investment goals.

    • Business planning :

  • Develop applicable business planning with the senior leadership of SRS and SRS Investment.  Business planning is a continuous process, focusing on fulfilling clients’ ever evolving needs, preparing competitive offerings for SRS teammates to offer clients, and designing a competitive assessment that enables SRS Investments to be the preferred provider in the market.  Market presence : Represent SRS Investments with integrity and expertise, always reinforcing the high regard we want clients and partners to have of our firm.

    • Team player :

  • Collaborative person, driven to deliver excellence, thoughtful problem solver, thrives both leading or supporting, and builds client centered results with SRS team members.
  • Travel domestically and internationally (as required) to develop new relationships, service existing clients, and coordinate with SRS team members.      Attributes and Skills Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
  • Graduate work and educational experience in investments, insurance, accounting, statistics, actuarial sciences, and computer programming are a plus.  Proven work experience as an Investment Consultant or in a similar role.
  • Strong analytical, problem-solving, and communication skills.  Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus.  A customer-oriented attitude and strong ethical standards.  About Strategic Risk Solutions SRS is the world’s largest independent insurance company manager.
  • With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers.
  • SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.
  • Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion.
  • The pace is fast and demanding, and SRS’s dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success.  EOE For more information on SRS, please visit  www.strategicrisks.com .   Powered by JazzHR
    • serp_jobs.job_alerts.create_a_job

    Consultant Insurance • Concord, MA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Program Consultant

    Senior Program Consultant

    TradewinPeabody, MA, US
    serp_jobs.job_card.full_time
    Tradewin is a leading international trade compliance consulting firm.We provide consultation and services that help companies become compliant with import and export laws and regulations, while min...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Design Consultant / Account Sales Support

    Design Consultant / Account Sales Support

    GerrityStoneWilmington, MA, US
    serp_jobs.job_card.full_time
    GerrityStone is seeking an energetic and motivated candidate to join our team as a Design Consultant.This role is perfect for someone who thrives on overseeing projects from concept to completion, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Consumer Loan Underwriter

    Consumer Loan Underwriter

    Rockland Federal Credit UnionCanton, MA, US
    serp_jobs.job_card.full_time
    Rockland Federal Credit Union (RFCU) is searching for a.This role will combine your underwriting and communication experience to assist our members through the loan application process.Underwrites ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Banker I

    Senior Banker I

    BankTalent HQWalpole, MA, United States
    serp_jobs.job_card.full_time
    It is the responsibility of the Senior Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission.They accomplish this by ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Director, Investor Relations

    Associate Director, Investor Relations

    Apellis Pharmaceuticals, Inc.Waltham, MA, United States
    serp_jobs.job_card.full_time
    Apellis is looking to hire a driven and knowledgeable Associate Director, Investor Relations to join the Finance team.Reporting into the Head of Investor Relations, this individual will contribute ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationLeominster, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative (Remote)

    Sales Representative (Remote)

    American Income LifeLunenburg, MA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Director, Investor Relations

    Associate Director, Investor Relations

    ApellisWaltham, MA, US
    serp_jobs.job_card.full_time
    Apellis is looking to hire a driven and knowledgeable Associate Director, Investor Relations to join the Finance team.Reporting into the Head of Investor Relations, this individual will contribute ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mortgage Originator

    Mortgage Originator

    TAUNTON FEDERAL CREDIT UNIONTaunton, MA, US
    serp_jobs.job_card.full_time
    Taunton Federal Credit Union is seeking an experienced mortgage originator to assist us in developing new business and maintaining existing consumer, business, and vendor relationships.This positio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Investment Consultant, Insurance Required

    Senior Investment Consultant, Insurance Required

    Strategic Risk SolutionsConcord, MA, US
    serp_jobs.job_card.full_time
    Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Claims Specialist, Audit & Contracting

    Claims Specialist, Audit & Contracting

    LogixHealthBedford, MA, US
    serp_jobs.job_card.full_time
    As a Claims Specialist, you will work with internal teams to provide cutting-edge solutions that will directly improve the healthcare industry. You’ll contribute to our fast-paced, collaborati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Product Support Consultant - Power Systems - Prime Power Key Accounts

    Product Support Consultant - Power Systems - Prime Power Key Accounts

    Milton CATMilford, MA, United States
    serp_jobs.job_card.full_time
    Product Support Consultant - Power Systems - Prime Power Key Accounts.We are looking for an entrepreneurial independent-minded sales leaders to join our fast paced Highly technical sales Team.If yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Consultant, Acute Care Diagnostics : Territory, Little Rock AR & Memphis SC

    Sales Consultant, Acute Care Diagnostics : Territory, Little Rock AR & Memphis SC

    WerfenBedford, MA, United States
    serp_jobs.job_card.full_time
    Field - US - Field, United States.Werfen is a growing, family-owned, innovative company founded in 1966 in Barcelona, Spain. We are a worldwide leader in specialized diagnostics in the areas of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Residential Mortgage / CRA Officer

    Vice President, Residential Mortgage / CRA Officer

    Triumph-HRWalpole, MA, US
    serp_jobs.job_card.full_time
    Vice President, Residential Mortgage / CRA Officer.Are you an experienced mortgage professional with a heart for service and a sharp eye for compliance? Walpole Co-operative Bank is seeking a.Vice ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Medicaid Eligibility Consultant II

    Medicaid Eligibility Consultant II

    UMass Med SchoolShrewsbury, MA, United States
    serp_jobs.job_card.full_time
    Medicaid Eligibility Consultant II.Non Union Position -W60- Non Unit Professional.Under the general direction of the Senior Associate or designee, the Medicaid Eligibility Consultant II will assist...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Professional Services Consultant

    Professional Services Consultant

    DW SimpsonWaltham, MA, United States
    serp_jobs.job_card.full_time
    An innovative team is seeking a consultant with a strong analytical background! Our P&C client is looking for an ACAS or near-ACAS with 3+ years of experience to be their next Professional Services...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Assurance Senior Associate

    Assurance Senior Associate

    Waldron H. Rand & Co.Dedham, MA, US
    serp_jobs.job_card.full_time
    Asa Senior Associate, you may serve as the engagement lead on specific client accounts, taking responsibility for pre-engagement planning, execution and final deliverables.You will develop detailed...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Leasing Consultant

    Leasing Consultant

    PROCOPIO ENTERPRISES INCHaverhill, MA, US
    serp_jobs.job_card.full_time
    At Bria, we firmly believe that true happiness stems from meaningful human connections and relationships.Bria was created to redefine the living experience through proactive property management, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mortgage Processor

    Mortgage Processor

    Bristol County Savings BankTaunton, MA, US
    serp_jobs.job_card.full_time
    Department : Mortgage Processing.Reports To : VP Lending Operations and Sales Support Manager.Under the general supervision of the VP Lending Operations and Sales Support Manager will process mortgag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Management Analyst / Senior Analyst (Sales and Marketing)

    Portfolio Management Analyst / Senior Analyst (Sales and Marketing)

    PadagisLunenburg, MA, United States
    serp_jobs.job_card.full_time
    This individual in this role will be responsible for creating demand and financial forecasting, driving an efficient S&OP and life cycle management process for assigned portfolio, as well as the ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30