#LI-JSS #LI-Hybrid Essential Functions and Primary Duties • Provide technical expertise related to investment questions and issues in support of servicing clients • Establish strong relationships with vendors, record-keepers, investment managers, and custodians • Gather and maintain market intelligence related to products, services, and value propositions • Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency • Provide general client service and problem resolution services • Prepare agenda items and content for client meetings • Assist with the presentation of investment reviews with clients • Work with service team on investment review action items/follow ups • Perform due diligence and commentaries on investment managers • Perform investment assessment and analysis for the entry and removal of preferred fund lists • Cover asset class for preferred fund list • Assist with and complete strategic projects on a quarterly basis • Produce reports using investment software programs such as Morningstar Direct and Envestnet • Manage client requests for proposals for plan recordkeepers/vendors • Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content Minimum Qualifications • High School Diploma or GED • At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment • Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures • Possesses comprehensive knowledge of pertinent laws, regulations and professional standards • Proficient use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Series 65 license, equivalent licenses or designations/certifications that permit an individual to act as an Investment Advisor Representative (or must be obtained within 180 days of hire). plus any other licenses as required by law • Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization