Fiducient Advisors · 3 weeks ago
Manager, Consulting Analytics – Allocation
Hartford, CT
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $130K/yr
5+ years expFiducient Advisors provides tailored and personalized investment consulting services to a variety of clients. The Manager, Consulting Analytics – Allocation, will oversee a team of Consulting Analysts, ensuring alignment with business objectives while maintaining high-quality client service and promoting best practices within the firm.
AdviceFinancial ServicesHealth CareProfessional Services
Responsibilities
Maintain high level of analyst responsibilities and service on assigned clients
Serve as a strategic partner with Director, Business Council leads and the Director of Institutional Consulting, demonstrating a keen understanding of the goals and objectives of the organization and the Trustee Directed business lines
Participate directly in aligning the Analyst team’s objectives to best meet the needs of the Business Councils and client base
Teach, coach, develop, and engage Consulting Analytics colleagues while promoting best practices and adherence to policies and procedures
Assist the Director of Consulting Analytics (Allocation) in creating, implementing, and maintaining Standard Operating Procedures (SOPs) to ensure a high-quality and consistent client service experience
Act as a team resource and conduit between the Consulting Analytics Team, firm Business Councils, and other departments to develop optimal solutions that benefit the client experience
Possess niche expertise in ERISA, Defined Benefit, and/or Endowment & Foundation client concepts and practical implications
Directly manage a group of Consulting Analysts
Participate directly in staffing decisions
Coordinate all onboarding and training of new hires
Engage regularly with direct reports with ongoing check-ins to assess training needs, coach, solicit and provide feedback, drive engagement, and develop knowledge and key skills
Review project related client deliverables
Participate directly in reviews of reallocations prior to implementation, ensuring Consulting Analyst has adhered to policies and procedures
Participate directly in evaluations of direct reports to include quarterly check-ins and the annual performance review
Foster a collaborative, team-based culture focused on excellence and continuous improvement in meeting the needs of internal and external clients
Assist with quality control and the review of client deliverables, project materials, and training materials
Serve as back up for other managers and Director
Actively foster a collaborative and supportive spirit with Consulting Analytics direct reports and team colleagues across the team
Qualification
Required
Bachelor's degree required with a preferred concentration in Economics or Finance
Five (5) to ten (10) years of investment consulting or investment-related work experience
Minimum of five (5) years in a role similar to that of a consulting analyst with demonstrated leadership skills
Proficiency in Microsoft Suite is required
Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices
Previous experience with CRM, custody portals, and asset allocation modeling software
Advanced knowledge of capital markets and asset allocation structure
Intellectual curiosity about investments, asset allocation and portfolio structure
Advanced to expert knowledge of Retirement Plan (DB) and Nonprofit Institutions marketplaces
Thoughtful ability to establish rapport and build relationships
Exceptional communication in a public setting with notable writing and presentation skills
Adaptability when priorities shift and able to work independently
Sound judgment and problem-solving skills
Innovative, curious, and enthusiastic
Detail-oriented with a high level of accuracy and organization
Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging
Passionate about working in an organization that values and promotes inclusion and belonging
Must be able to remain in a stationary position for up to 8 hours
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information
The person in this position may at times need to move throughout the building to access different areas
Ability to move equipment weighing up to 25 pounds
Preferred
CFA or MBA achieved or in-progress a plus
Benefits
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program
Company
Fiducient Advisors
Fiducient Advisors specializes in retirement planning, healthcare, investment strategies, business consultation, and advisory services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Sabrina Bailey
Chief Executive Officer
Bob DiMeo
Chairman & Co-Founder
Recent News
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