Investment Consultant

Overview

Job Title: Investment Consultant

Salary: $93,000 - $139,000

Department: ICG

FLSA Status: Exempt

Location: Towson, MD

About Bolton

Bolton is an independent, full-service consulting firm with more than four decades of experience delivering actuarial, benefits, investment, compensation, communications, and HR consulting. Bolton’s Investment division provides fiduciary-focused advisory services to corporate, public sector, and multi-employer defined benefit and defined contribution plans, backed by national presence and technical excellence. The firm is recognized for its integrity, client-first approach, and deep domain expertise.

We are seeking an experienced Investment Consultant to join the Bolton Investment Consulting Group in Towson, MD. The ideal candidate will bring a strong foundation in investment consulting, especially in the public sector and/or Taft-Hartley environment. A minimum of 10+ years of retirement plan experience
, and proven investment acumen is required. This position requires the candidate to have their series 65 license or CFA designation and may require up to 35% travel.

• 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.

• 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.

• A respected firm with a proven track record delivering independent, high-quality investment consulting to diverse retirement plan clients.
• Purpose-driven culture that emphasizes technical excellence
  , fiduciary integrity, and long-term client partnerships.
• Opportunity to consult across a varied client base
  , including public agencies, multi-employer (Taft-Hartley), corporate, healthcare, and nonprofit plans.
• Exposure to sophisticated investment strategies and governance frameworks—contributing meaningfully to plan strength and participant outcomes.

Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including 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; and monthly fitness stipends.