Investment Specialist - RIA Channel
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-08-15
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
- Deliver highly customized investment analyses to RIA clients and prospects, including performance evaluation, holdings-based diagnostics, attribution analysis, and portfolio optimization strategies.
- Partner with advisors to design and refine model portfolios, incorporating best practices in asset allocation, manager selection, and risk management.
- Lead investment discussions and reviews with RIAs and key intermediaries, supporting business development efforts and helping drive net asset flows within the territory.
- Develop deep expertise in the competitive landscape to effectively position Hartford Funds as either a replacement or complement within client portfolios.
- Partner with sales, marketing, product, and sub-advisors to deliver cohesive messaging, actionable insights, and innovative client solutions.
- Represent ICG as a subject matter expert through presentations, content development, and client-facing insights on markets, portfolio strategy, and industry trends.
- 5+ years of experience in asset management, wealth management, or institutional consulting, with a strong preference for RIA channel exposure
- CFA designation or progress toward completion strongly preferred
- Deep understanding of capital markets, portfolio construction, asset allocation, and trends impacting RIAs and the broader advisory ecosystem
- Demonstrated ability to translate complex investment data into clear, actionable insights
- Experience with tools such as Fact Set, YCharts, Morningstar Direct, and Salesforce preferred
- Exceptional presentation and storytelling abilities, with experience engaging sophisticated advisor audiences
- Strong team orientation with the ability to influence across functions and contribute to a high-performance culture
- Self-starter with a proactive, solutions-oriented approach and a strong sense of accountability for results.
- investment analysis
- performance evaluation
- holdings-based diagnostics
- attribution analysis
- portfolio optimization
- asset allocation
- manager selection
- risk management
- capital markets
- portfolio construction
- presentation skills
- storytelling
- team orientation
- influencing
- proactive
- solutions-oriented
- accountability
- communication
- business development
- client engagement
- CFA designation
- asset management
- wealth management
- institutional consulting
- RIA channel
- investment data
- advisory ecosystem
- competitive landscape
- client solutions
- portfolio strategy
- industry trends
- Fact Set
- YCharts
- Morningstar Direct
- Salesforce
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