Senior Consulting Analyst, Team Lead

Job Description

Posting Description

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com and www.fiducientadvisors.com.

The Senior Consulting Analyst, Team Lead – serves as a specialist for the Allocation business line with advanced to expert knowledge in a particular area of focus. The CA team lead is responsible for leading collaborations on cross-functional work with other departments to identify and implement process enhancements, and initiates creation of resource materials and training of colleagues on areas of expertise while promoting best practices and serving as a team and firmwide resource.

Responsibilities:

In addition to mastering the core responsibilities and possessing key attributes of a Senior Consulting Analyst, the Team Lead will:

• Serve as a strategic partner on select client relationships demonstrating a keen understanding of a client's ongoing needs, unique circumstances, sensitive touch points, and actively participating in client meetings
• Teach, coach, develop, and engage Consulting Analytics colleagues while promoting best practices
• Assist the Director of Consulting Analytics (Allocation) in creating, implementing, and maintaining Standard Operating Procedures (SOPs) to ensure a high-quality and consistent client service experience
• Act as a team resource and conduit between the Consulting Analytics Team, firm Business Councils, and other departments to develop optimal solutions that benefit the client experience
• Possess niche expertise in ERISA, Defined Benefit, and/or Endowment & Foundation client concepts and practical implications in our business
• Serve as a specialist for the Allocation business lines in a particular area of focus (Defined Benefit, Endowment & Foundation, or investment operations) by understanding industry trends and/or by obtaining advanced knowledge and expertise in a given area
• Participate directly in the development, quality control and the review of client deliverables
• Actively foster a collaborative and supportive culture with Consulting Analytics colleagues

Required Education, Professional & Technical Experience

• Bachelor's degree required with a preferred concentration in Economics or Finance
• Five (5) to seven (7) years of investment consulting or investment-related work experience
• Minimum of five (5) years in a Consulting Analyst role
• CFA or MBA achieved or in-progress a plus
• Proficiency in Microsoft Suite is required
• Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices
• Previous experience with CRM, custody portals, and asset allocation modeling software
• Advanced knowledge of capital markets and asset allocation structure
• Intellectual curiosity about investments, asset allocation and portfolio structure
• Advanced to expert knowledge of Retirement Plan (DB and/or DC) and Nonprofit Institutions marketplaces

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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