Investment Consultant Job Description

Job summary 1

The Investment Consultant is responsible for providing analysis and guidance to retirement plan clients for investment decisions. Responsibilities include research and analysis of mutual fund managers, preparing client reviews and reports, and meeting with clients to present investment reports and recommendations.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The Investment Consultant will provide investment analysis and consulting to Financial Advisor Services (FAS) clients and prospects of moderate to high complexity/sensitivity on an array of topics regarding portfolio construction, investment research, and Vanguard's investment philosophy. The Investment Consultant will also manage investment-related projects and serve as an enterprise-wide investment subject matter expert on behalf of FAS.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

The Investment Consultant requires that the candidate works both independently and as a team to identify, evaluate and pursue new business opportunities and protect/grow existing clients. Serves in a consultative role to clients and prospects, exercising the best way to achieve their short- and long-term strategic objectives through the firm’s investment solutions.

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

The Investment Consultant will be responsible for providing dedicated coverage and expertise to drive greater market share and asset flows for Company's vast capabilities specifically focused on our Personalized Managed Account (PMA) suite of offerings, including Direct Indexed and Active SMAs within the RIA channel.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

As an Investment Consultant, you'll be regarded as a subject matter authority on asset allocation, risk management, portfolio analysis, and trends. You'll connect regularly with the internal investment and product teams to keep the team up-to-date on the latest portfolio adjustments and product nuances. We'll count on you to use big data marketing, predictive analytics, and other technologies to identify distribution opportunities.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

The Investment Consultant is responsible for compiling statistical financial, economic, and plan-specific data for client investment reports. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.

Duties & Responsibilities 6

Requirements & Skills 6

Job summary 7

As an Investment Consultant, you will be responsible for leading and coordinating consulting efforts with clients, while providing first-class advice on a range of investment services to DB and DC pension plans. These services include setting investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services. You will liaise closely with senior consultants, clients, fund managers, and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).

Duties & Responsibilities 7

Requirements & Skills 7

Job summary 8

As an Investment Consultant you will develop financial plans customized to the needs of the Company’s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Investment Consultant’s (Internal Wholesaler) primary responsibility is to drive Mutual Funds and Managed Accounts sales through an increased phone presence in the assigned region(s) and to complement the activities of the territory’s Regional Investment Consultant (External Wholesaler). The Investment Consultant is also responsible for developing strategies to better expand Asset Management coverage within the respective region(s) helping increase Mutual Funds and Managed Accounts market share through sales. Investment Consultants provide sales and sales support to both Financial Representatives and representatives at outside firms Company has selling agreements.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We are looking for an Investment Consultant.

Duties & Responsibilities 10

Requirements & Skills 10

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