133 applicants

Company

IMA Financial Group, Inc. · 13 hours ago

Lead Consultant

United States

Full-time

Remote

Senior Level, Lead/Staff

$200K/yr - $220K/yr

10+ years exp

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Financial ServicesInsurance

Growth Opportunities

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Responsibilities

Establish and nurture relationships with clients’ board members, committee members, and senior staff.

Become a strategic partner to the client by getting to know their needs, risk, and aspirations and establishing the trust and credibility necessary to be a valued partner.

Regularly meet with clients to review economic data and performance reports while addressing client concerns and educational needs.

Leverage Syntrinsic’s research team to identify appropriate asset allocation strategies and third-party asset managers for each client portfolio.

Facilitate effective client decision-making whether client is non-discretionary, fully discretionary, or somewhere between the two.

Maintain and articulate a thorough understanding and timely awareness of investment matters such as, portfolio development, asset allocation theory, and geopolitical, economic, and behavioral events and their impact on investment portfolios and the markets.

Coordinate the tools, experience, and skills of Syntrinsic colleagues to ensure that the overall client experience is productive and that any concerns are dealt with promptly.

Collaborate with Consulting and Research teams to ensure that Syntrinsic clients receive a consistent experience delivered in a bespoke personalized manner.

Represent Syntrinsic in the broader community through client events, networking, and civic engagement.

Cultivate relationships, create proposals, and effectively prepare for and participate in interviews with prospective clients.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investment Advisor RepresentativeCFA Charter holderSeries 65 certificationAdvising institutional clientsCollaborative work environmentPersonalClient relationship managementAsset allocation strategiesPortfolio development

Required

At least 10 years’ experience advising institutional clients

Must be a registered Investment Advisor Representative or equivalent (e.g., CFA Charter holder)

If not already registered, Lead Consultants are expected to pass the Series 65 or other qualifying certification in the first 90 days of employment

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1,001-5,000 employees