Director of Investment Consulting - Hybrid (Sandy, UT)
onedigitalMountain City (TN)
Director of Investment Consulting - Hybrid (Sandy, UT)
Posted yesterday
onedigitalMountain City (TN)
SENIORITY
Manager
About the role
Financial Services Investment Analyst When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: This position plays a critical role in supporting OneDigital's retirement plan services by providing advanced investment expertise, analysis, and solutions. This role will collaborate with internal teams to conduct in-depth analysis of plan options, identify investment trends, and develop data-driven recommendations for plan sponsors.
Essential Duties and Responsibilities:
- (includes but is not limited to):Conduct comprehensive analysis of retirement plan investment options, including asset allocation, performance, and fees.
- Provide advanced investment expertise and support to Sales and Service teams.
- Collaborate with the Advisor and Service teams to actively monitor client portfolios and recommend investment strategies.
- Lead the process of analyzing potential fund changes and facilitate informed decision-making within the team.
- Identify emerging investment trends and opportunities, highlighting potential solutions for plan sponsors.
- Offer in-depth insights and talking points on mutual funds for client communication.
- Qualifications, Skills and Requirements:
- Strong analytical skills and the ability to translate complex investment data into clear and actionable insights for plan sponsors.
- Excellent communication and presentation skills to effectively present investment recommendations and industry trends.
- Proven ability to collaborate effectively with internal teams to deliver exceptional client service.
- Deep understanding of fiduciary governance principles and best practices in retirement plan management.
- Entrepreneurial spirit and a collaborative approach to problem-solving.
- Self-motivated with a commitment to excellence and a high level of integrity.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
- Proven success with multi-tasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- This role is required to be licensed in order to be registered as an IAR of OneDigital Investment Advisors.
- Business travel up to 25%.Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.8+ years of experience in investment management with a focus on defined contribution and defined benefit retirement plans.
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their protected characteristics. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process.
Thank you for your interest in joining the OneDigital team!
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