Senior Investment Advisor - Pension Services
On-site · King of Prussia, Pennsylvania, United States
Job Summary
Senior Investment Advisor for Pension Services responsible for serving as the primary external liaison to Pension Clients, attending investment and consulting meetings, maintaining relationships, contributing to thought leadership via research and presentations, collaborating with portfolio management and client service teams, assisting in onboarding and documentation processes, ensuring IPS compliance, and supporting RIA-related disclosures and custodial reporting. Requires strong relationship management, advanced investment knowledge, Series 7/66/63-65, and a Bachelor's degree (CFA/MBA preferred). Physical/ cognitive demands typical of an office setting.
Required Qualifications
- 5+ years of Pension Services (or very similar) experience
- Experience in Wealth Management or Financial Advising
- 10+ years of experience in relationship management, preferably with institutional clients
- Strong communication skills (interpersonal, verbal, written, and presentation)
- Passion for investing, exceptional quantitative and deductive reasoning skills
- Comprehensive people management skills with a high emotional intelligence (EQ)
- Ability to lead presentations to individuals or large groups with robust knowledge of investment and capital markets
- Self-starter with excellent organizational skills, capable of exceeding client expectations
- Series 7, 66, or 63/65 registration
- Bachelor's degree in accounting, finance, business, or related fields; CFA designation, master's degree, or MBA preferred
- Industry-relevant experience typically exceeds 10 years; specific certifications may be required
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