Manager, Consulting Analytics – Allocation

Manager, Consulting Analytics – Allocation

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Manager, Consulting Analytics – Allocation, is responsible for the direct management of a group of Consulting Analysts; and, for the implementation and oversight of the firm’s policies and procedures and best practices to meet the needs of the Trustee Directed (Allocation) business lines and clients we serve.

• 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

• 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
• CFA or MBA achieved or in-progress a plus
• 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…