Lead Consultant

2 days ago

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IMA Financial Group, Inc.

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Insurance • Surety • Employee Benefits • Risk Management

1001 - 5000

💰 Private Equity Round on 2020-11

Description

• Forge relationships with foundation and endowment clients • Serve as lead relationship manager and advisor • Establish and nurture relationships with clients’ board members, committee members, and senior staff • Become a strategic partner to the client by understanding their needs • Regularly meet with clients to review economic data and performance reports • Identify appropriate asset allocation strategies • Facilitate effective client decision-making • Maintain understanding of investment matters and their impact • Coordinate tools and experience of colleagues for client experience • Represent Syntrinsic through client events and networking

Requirements

• At least 10 years’ experience advising institutional clients • Registered Investment Advisor Representative or equivalent (e.g., CFA Charter holder) • Expected to pass the Series 65 or other qualifying certification in the first 90 days of employment

Benefits

• Annual Performance Bonus • Stock Purchase • Medical Plans • Prescription Drugs • Dental • Vision • Family Assistance Program • FSA • HSA • Pre-Tax Parking Plan • 401(k) • Life/AD&D • Accident • Critical Illness • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident • Identity Theft • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Health Club Reimbursement • Personal and Professional Development