Allocation Strategy Lead – Investment Consulting
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-08-03
Listing for:
Aon
Full Time
position Listed on 2026-08-03
Job specializations:
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Finance & Banking
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Business
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, seeks a Senior Consulting Analyst, Team Lead, with expertise in ERISA and endowment foundations. You will lead cross-functional collaborations, develop SOPs, and mentor Analytics colleagues.
A strong investment/consulting background and client-focused mindset are essential. Role requires 5–7 years in investment consulting, CFA/MBA a plus, and proficiency in Microsoft Office.
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