Join an industry leader in employee benefits and retirement plan consulting. Reporting to the President, this position will be responsible for the execution of investment advisory services, encompassing due-diligence, investment selection, and ongoing monitoring for a large book of defined contribution retirement plan clients (401k and 403b plans), and certain non-DC institutional clients. The position holder will also contribute to the business strategy and ensure clear, effective communication of investment advice and commentary to both internal team-members and external clients and prospective clients. Expected to travel throughout NYS but based out of the Albany NY office.
Bachelors degree in finance, accounting, business administration, economics or a related field is required. Masters degree preferred. 5+ years of related experience in the delivery of retirement and investment advisory services for institutions or individuals (private wealth services) including regulatory, industry, and investment knowledge. Series 7 and 66 or 65 licenses are required as well as SIE. Must be proficient in Microsoft Office, especially Excel and PowerPoint. Must have excellent relationship building skills with internal and external clients, be detail-oriented and possess superior analytical, oral and written communication skills including exceptional presentation skills. Travel within assigned territory to meet with clients and staff, typically several times per month.