Senior Consulting Analyst, Team Lead

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.

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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.

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

• 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

• 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.

• 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.

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…