Job Description
OVERVIEW
Alera Group is looking for a Senior Investment Consultant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
Conduct in-depth research and due diligence on pooled investment products (mutual funds, CITs, separate accounts, ETFs), analyzing performance, risk, expenses, and manager consistency to support fund selection and recommendations
Contribute to the firm’s investment policy committee and approved fund list by providing expert quantitative and qualitative analysis aligned with strategic objectives
Design, implement, and monitor customized model portfolios using pooled vehicles, ensuring alignment with client goals, risk tolerance, and the firm’s investment outlook
Advise retirement plan sponsors on fiduciary governance, including Investment Policy Statements (IPS), fund lineup reviews, and regulatory compliance under ERISA standards
Prepare and present quarterly investment reports, recommend lineup changes, and coordinate with recordkeepers and fund managers to execute plan enhancements
Manage and expand client relationships through strategic guidance, performance reviews, and market commentary, while supporting business development through RFPs, onboarding, and firm representation
Mentor junior consultants and analysts, promoting best practices in investment analysis, fiduciary responsibility, and client service excellence
QUALIFICATIONS
Bachelor’s degree in Finance, Economics, Business Administration, or a related field required; MBA preferred
Minimum 5 years in investment or retirement plan consulting, wealth management, or related financial services, with strong expertise in investment research, pooled product analysis, and portfolio construction
Proven success managing institutional or high-net-worth client relationships and contributing to AUM growth
Strong understanding of and respect for ERISA standards
Highly Preferred: Chartered Financial Analyst (CFA®) and/or Certified Financial Planner™ (CFP®)
Preferred: Chartered Investment Management Analyst™ (CIMA®) or ASPPA Investment Fiduciary designation
Proficiency in Morningstar Direct, RPAG, or comparable research tools, with advanced Excel skills for data modeling and analysis
ADDITIONAL INFORMATION
This job is fully remote.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $150K to 200K per year.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our
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Location Type
Remote