Investment Client Consultant

As a Director on the Client Consulting team, you will be responsible for leading consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships (supported by other consultants and investment analysts as appropriate). Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services * Provide a wide range of services to pension and investment committees and sub-committees * Develop leveraged teams that work together effectively * Develop plans for execution of large-scale engagements * Establish a trusted advisor role with clients and provide consistent, superior relationship management * Introduce/partner with other internal lines of business and services to assist in better addressing the client’s need and objectives * Manage financial profitability of the client’s investment mandate (e.g., team structure, billing, collection, additional resource utilization) * Provide constructive feedback to junior associates, provide opportunities to those associates to prepare materials and lead portions of client meetings

Lead investment consulting engagements for Defined Benefit and Defined Contribution plans, providing advice on asset allocation and manager selection. Manage client relationships and internal teams while ensuring the financial profitability of investment mandates.

Requires an undergraduate degree and at least seven years of progressive investment experience in a client-service environment. Professional certifications like CFA, FSA, MSc, or MBA are preferred along with strong communication and mentoring skills.

• Annual Short-term Incentive Bonus

Identified from the job description. Confirm important requirements above.

• Investment Consulting
• Strategic Asset Allocation
• Manager Selection
• Performance Measurement
• Client Relationship Management
• Portfolio Management
• Defined Benefit Plans
• Defined Contribution Plans
• Financial Profitability Management
• Mentoring
• Governance
• Investment Process

• Consulting
• Finance & Accounting
• Management & Leadership

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Aug 31, 2026

Posting language

English

Working hours

40 hours per week