Bolton · 4 months ago
Investment Consultant
Towson Office
Full-time
Onsite
Senior Level, Lead/Staff
$93K/yr - $139K/yr
10+ years expBolton is an independent consulting firm with over four decades of experience in various consulting domains. They are seeking an experienced Investment Consultant to join their Investment Consulting Group, primarily to provide fiduciary-focused advisory services to retirement plan sponsors, particularly in the public sector and Taft-Hartley environments.
ConsultingEmployee BenefitsFinancial ServicesInformation Technology
Responsibilities
Deliver investment consulting and fiduciary guidance to sponsors of retirement plans (especially within public sector and/or Taft-Hartley (multi-employer union) environments)
Oversee plan reviews, perform fee benchmarking, evaluate investment lineups, and execute manager searches
Lead the development and ongoing monitoring of Investment Policy Statements (IPS), focusing on prudent governance and plan objectives
Support performance measurement and monitoring—producing insightful reports comparing funds to benchmarks and peers
Engage in vendor searches and RFP processes for investment managers, platform providers, and fiduciary support services
Provide education and training on fiduciary best practices, governance structures, and litigation risk mitigation
Assist with provider searches, QDIA evaluations, and plan governance
Build and nurture long-term client relationships, representing Bolton’s values of independent thought, integrity, and excellence
Qualification
Required
Minimum 5 years of retirement plan consulting experience
Demonstrated investment acumen, including substantive experience in IPS development, manager evaluation, performance monitoring, and fiduciary guidance
Hands-on experience serving public sector and/or Taft-Hartley clients is highly preferred
Experience with corporate plans is a strong plus
Deep understanding of regulatory, litigation, and fiduciary risk issues in retirement plans
Excellent communication and client engagement skills, with ability to translate technical insights into actionable guidance
Ability to work collaboratively in an entrepreneurial, values-driven environment
Preferred
Experience with corporate plans is a strong plus
Hands-on experience serving public sector and/or Taft-Hartley clients is highly preferred
Benefits
Family health, vision, and dental benefits
Employer-paid disability and life insurance benefits
A 401(k) plan with match after 6 months of employment
Vacation and sick leave
Paid holidays
Hybrid telework arrangements
Monthly fitness stipends
Company
Bolton
Bolton, a full-service employee benefits, actuarial, and investment consulting firm
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James E. Downing
Chief Executive Officer
Recent News
Prolific North
2024-04-06
Australian Financial Review
2024-03-24
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