Investment Consultant (DC Pensions)

Remote, USA Full-time
Are you passionate about helping clients secure their financial future? Do you have a strong understanding of DC pensions and investment strategies? If so, we have an exciting opportunity for you to join our team as an Investment Consultant at Marsh & McLennan Companies. In this role, you will provide expert guidance and advice to our clients on their DC pension plans, helping them make informed investment decisions to achieve their retirement goals. We are looking for a driven and knowledgeable professional with a proven track record in the investment industry and a passion for delivering exceptional client service. If this sounds like you, we encourage you to apply and become a part of our dynamic and growing team. Conduct in-depth analysis of client's DC pension plans and investment strategies. Develop and implement personalized investment strategies for clients based on their individual goals and risk tolerance. Monitor and evaluate the performance of client's investment portfolios and make recommendations for adjustments as needed. Stay up-to-date on industry trends and market changes to provide timely and relevant advice to clients. Build strong relationships with clients and act as their main point of contact for all investment-related matters. Collaborate with internal teams such as sales, marketing, and product development to ensure alignment and consistency in client offerings. Act as a subject matter expert on DC pensions and investment strategies, providing guidance and training to colleagues and clients. Proactively identify and address potential risks or issues in client's investment plans. Meet and exceed performance targets, including revenue and client satisfaction goals. Provide exceptional customer service and maintain a high level of professionalism in all client interactions. Maintain accurate and detailed records of client communications and transactions. Continuously seek opportunities to improve processes and procedures to enhance the client experience. Represent the company at industry events and conferences to build brand awareness and network with potential clients. Adhere to all regulatory and compliance requirements. Collaborate with team members to achieve collective goals and contribute to the overall success of the company. Marsh & McLennan Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Apply tot his job
Apply Now

Similar Jobs

HR Manager – Talent & People Operations (Remote)

Remote, USA Full-time

HR People Operations Specialist (Fully Remote, Worldwide)

Remote, USA Full-time

Pepsico Remote Jobs (Night Shift, Full Time) $30/Hour – Hiring Now – USA Remote Jobs

Remote, USA Full-time

Senior Supply Chain Engineering Manager – Remote Opportunity at PepsiCo: Transforming the Future of Food and Beverage Supply Chain Excellence

Remote, USA Full-time

Merchandiser-1

Remote, USA Full-time

Performance Marketing Manager, Remote Job

Remote, USA Full-time

Performance Marketing Coordinator [REMOTE - US]

Remote, USA Full-time

Performance Marketing Manager focus Google Ads D2C ; m​/f​/d; Remote

Remote, USA Full-time

Platform Engineer/Performance Tester

Remote, USA Full-time

[Remote] Salesforce Tester with Public Health Department - Remote - W2

Remote, USA Full-time

Environmental Specialist - Responsible Care / Air Compliance Focus*

Remote, USA Full-time

DIGITAL PRODUCT MANAGER, MOBILE APPLICATION (REMOTE OPPORTUNITY)

Remote, USA Full-time

Partnership Manager

Remote, USA Full-time

Associate Insurance Product Manager

Remote, USA Full-time

Senior Enterprise Customer Success Manager - Transportation & Logistics - REMOTE

Remote, USA Full-time

Inside Sales Representative-Remote (Part-Time, Soft Sales)

Remote, USA Full-time

Data Entry - Weekly Payouts Available

Remote, USA Full-time

**Experienced Data Entry Specialist – Entry-Level Opportunity at blithequark**

Remote, USA Full-time

CRO Specialist

Remote, USA Full-time

Experienced Customer Support Analyst – IT Support for Medical Imaging Software (3rd Shift, Remote Opportunity)

Remote, USA Full-time
Back to Home