ZipRecruiter

Log In

1

Institutional Consultant Jobs (NOW HIRING)

Marsh McLennan

As Senior Compliance Client Service Manager , you will serve as a consultative resource to the firm's institutional clientele, building relationships with clients while supporting both day-to-day and ...

Invesco

$220K - $225K/yr

Prepare for and participate in board, trustee, consultant, and investment committee meetings ... Knowledge of institutional asset management, plan sponsors, consultants, competitors, and ...

Morgan-Stanley

NY · On-site

The role will support the Institutional Risk function within Client Segment Risk by helping identify, assess, monitor, escalate, and advise on risks across Institutional Consulting Solutions, which ...

New

Invesco Ltd.

$220K - $225K/yr

Prepare for and participate in board, trustee, consultant, and investment committee meetings ... Knowledge of institutional asset management, plan sponsors, consultants, competitors, and ...

previous page

Showing results 41-60

All JobsBusiness JobsSales JobsSales Director JobsInstitutional Consultant Jobs

Institutional Consultant information

What is an institutional consultant?

Institutional Consultants are professionals who provide specialized advice and services to organizations such as corporations, nonprofits, pension funds, and endowments regarding their investment portfolios, governance, and financial strategies. They help institutions develop and implement investment policies, analyze portfolio performance, and ensure regulatory compliance. By leveraging their expertise, Institutional Consultants aim to assist organizations in meeting their financial objectives and fiduciary responsibilities. Their guidance is essential for managing large pools of assets and making informed long-term financial decisions.

How do institutional consultants typically collaborate with clients and internal teams to address complex organizational needs?

Institutional Consultants often work closely with client organizations to understand their strategic goals, challenges, and regulatory requirements. They collaborate with internal specialists, such as investment analysts or compliance officers, to develop tailored solutions for clients, which may include portfolio recommendations, risk management strategies, or governance enhancements. Frequent communication, both with clients and cross-functional teams, is essential to ensure all stakeholders are aligned and that solutions are effectively implemented. This collaborative approach helps consultants deliver comprehensive value and build long-term client relationships.

What are the key skills and qualifications needed to thrive as an institutional consultant, and why are they important?

To thrive as an Institutional Consultant, you need expertise in investment strategies, financial analysis, and a strong understanding of institutional client needs, usually backed by a finance degree and relevant certifications like the CFA. Familiarity with portfolio management software, financial modeling tools, and regulatory compliance systems is typically required. Outstanding communication, relationship management, and problem-solving skills set top consultants apart. These capabilities are crucial for delivering tailored financial solutions, building trust, and achieving client objectives in a complex and regulated environment.

What is the difference between Institutional Consultant vs Financial Advisor?

AspectInstitutional ConsultantFinancial Advisor
CredentialsTypically requires certifications like CFA, CFP, or similarOften holds CFP, Series 7, or similar licenses
Work EnvironmentWorks with institutions, nonprofits, or government agenciesServes individual clients and families
Employer & IndustryFinancial firms, consulting agencies, or institutional clientsBanks, independent firms, or as self-employed
Common Search & ComparisonYesYes

Institutional Consultants focus on advising organizations like nonprofits and government agencies, often requiring advanced certifications and working within institutional settings. Financial Advisors primarily serve individual clients, providing personal financial planning and investment advice. While both roles involve financial expertise and certifications, their target clients and work environments differ significantly.

Who are the top companies hiring for Institutional Consultant jobs?

The top employers for Institutional Consultant jobs are:

What are popular job titles related to Institutional Consultant jobs?

For Institutional Consultant jobs, the most frequently searched job titles are:

Institutional Consultant jobs near you

Senior Compliance Client Service Manager

Hybrid

Marsh McLennan
See more jobs at Marsh McLennanexternal

Full-time

Medical, Retirement

Posted 10 days ago

Job description

Company:Marsh McLennan AgencyDescription:

Compass Financial Partners, a division of MMA Securities LLC.

Senior Compliance Client Service Manager

Our not-so-secret sauce

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Compliance Client Service Manager, at Compass Financial Partners, a division of MMA Securities LLC.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As Senior Compliance Client Service Manager, you will serve as a consultative resource to the firm's institutional clientele, building relationships with clients while supporting both day-to-day and complex plan design and compliance related inquiries. Your responsibilities include providing client service management support to the team and supporting the firm's Institutional Consultants and Relationship Managers. Your in-depth understanding of technical client needs will help you anticipate issues and proactively provide solutions.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • Bachelor's degree
  • Minimum of 10 years of relationship/client service management experience required
  • A student of the industry with demonstrated confidence of topical knowledge; demonstrate knowledge of defined contribution financial products and services
  • Prior ERISA compliance experience required
  • Relevant industry designations preferred (i.e. Qualified 401(k) Administrator (QKA); Qualified 401(k) Consultant (QKC); Enrolled Retirement Plan Agent (ERPA); Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan Consultant (TGPC)

Essential Duties and Responsibilities

  • Partner with Relationship Manager/Institutional Consultant in delivering exceptional client service in supporting both day to day and complex issues/projects
  • Support clients with plans subject to ERISA compliance, working with internal legal and compliance teams
  • Provide technical support to consultants & institutional clients on plan design/compliance/due diligence for PE/M&A transactions
  • Attend client quarterly plan review meetings as necessary to serve as a plan design subject matter expert
  • Provide consultation around compliance testing results & corrections
  • Perform cost analysis of benefit formula changes - use census information to calculate financial exposure of various match formulas
  • Support sales/growth- review prospective client's plan documents for design recommendations
  • Build relationships with recordkeeping partners to understand their benefit modeling capabilities to augment their work product
  • Identifies opportunities for improved efficiency/effectiveness in supporting retirement plan clientele
  • Stay abreast of current market, business and legislative issues & trends to facilitate discussions with clients
  • Project related support (RFPs, conversions, etc.), as needed

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work environment
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

  • LinkedIn

Who you are is who we are

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

#MMAMID

#LI-Hybrid

#MMAretirement

Apply