Investment Specialist – Retirement Plans

The Investment Specialist drives business results by developing and maintaining internal investment reporting & oversight processes as well as a deep understanding of Retirement Plan Investment Solutions to fit various client needs. The specialist will serve as a resource for both Plan consultants & clients with search, selection & ongoing monitoring of investment portfolios, as well as, exhibiting technical knowledge and competency in both leading & assisting in client presentations. In addition, the Investment Specialist will support business development efforts including events, campaigns, prospect meetings, and proposals.