Senior Consultant

Richmond, VA, US
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Fiducient Advisors seeks a Senior Consultant to join our team.  The Senior Consultant is responsible for providing advice, recommendations, and meaningful analysis to clients, including education, religious, charitable, and healthcare organizations. This involves working with clients in areas of investment policy, asset allocation, manager selection, custodial searches, and performance monitoring.

 

Responsibilities:

 

  • Maintain exceptional service delivery and relationships with clients
  • Lead client meetings and play an active role in prospect pitches
  • Contribute meaningful investment analysis and recommendations to clients
  • Build and maintain business development network to help raise firm awareness and foster growth
  • Cultivate new institutional consulting relationships by leveraging existing network
  • Support marketing with request for proposal responses
  • Perform firm citizenship duties: play an active role on internal committees and support marketing efforts (i.e., articles, webcasts, and conferences)
  • Consistent use of CRM to track client, prospect and workflow activity
  • Provide timely and clear direction to internal support teams in serving client needs and requests
  • Guide and mentor colleagues on the client service and analytics teams
  • Respond to client requests in a timely and efficient manner
  • Assist clients with governance oversight and their fiduciary responsibility
  • Monitor investment statement policies
  • Collaborate and share ideas with colleagues in Investment Committee meetings
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