Job Summary: 

• Act as the lead consultant for smaller clients while providing support on larger client engagements.
• Advise clients on setting effective investment strategies tailored to their objectives.
• Guide clients in managing DC plans to ensure strong governance and positive member outcomes.
• Offer recommendations to improve member engagement through clear communication and education.
• Prepare comprehensive meeting materials that support informed client discussions.
• Lead client meetings to present insights, recommendations, and strategic updates.
• Contribute to new business efforts by assisting with proposals and marketing initiatives.
• Collaborate with internal teams to deliver high-quality client solutions.
• Engage with external stakeholders to maintain strong professional relationships and ensure alignment across all activities.

Skills on Resume: 

• Client Consulting (Soft Skills)
• Investment Strategy (Hard Skills)
• DC Governance (Hard Skills)
• Member Engagement (Soft Skills)
• Meeting Materials (Hard Skills)
• Client Presentations (Soft Skills)
• Proposal Support (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Analyse clients’ financial and investment portfolios to understand performance and overall suitability.
• Manage portfolio allocations to ensure they remain aligned with each client’s objectives.
• Monitor market conditions to make informed portfolio adjustments.
• Stay updated on national schemes and relevant financial policies.
• Apply new regulations and policy changes to client strategies.
• Acquire new clients through proactive outreach and relationship-building efforts.
• Maintain strong relationships with existing clients through consistent communication.
• Provide responsible, well-researched financial and investment advice to support clients’ long-term goals.

Skills on Resume: 

• Portfolio Analysis (Hard Skills)
• Portfolio Management (Hard Skills)
• Market Monitoring (Hard Skills)
• Policy Knowledge (Hard Skills)
• Regulation Application (Hard Skills)
• Client Acquisition (Soft Skills)
• Client Relationship (Soft Skills)
• Financial Advice (Hard Skills)

Job Summary: 

• Manage projects across the full business transformation lifecycle to ensure effective end-to-end delivery.
• Conduct detailed business analysis to support strategic and operational decision-making.
• Facilitate workshops and stakeholder sessions to drive alignment throughout change initiatives.
• Define an organisational strategy that enables the mobilisation of large-scale transformation programmes.
• Oversee programme delivery to ensure strategic outcomes are met on time and within scope.
• Design next-generation operating models that enhance efficiency and future-readiness.
• Lead transitions to new operating models with structured planning and strong governance.
• Define regulatory requirements and support the implementation of industry-specific regulations.
• Shape digital strategy with a focus on customer journeys and service design improvements.
• Drive operational excellence through intelligent automation, organisational design, and enhanced service delivery.
• Simplify and digitalise business processes to improve speed, quality, and overall performance.
• Conduct research and produce thought leadership on Digital, AI, and the future of operations and work.

Skills on Resume: 

• Project Management (Soft Skills)
• Business Analysis (Hard Skills)
• Workshop Facilitation (Soft Skills)
• Strategy Definition (Hard Skills)
• Programme Delivery (Soft Skills)
• Operating Model Design (Hard Skills)
• Regulatory Implementation (Hard Skills)
• Digital Strategy (Hard Skills)

Job Summary: 

• Focus strongly on generating growth and securing new business opportunities.
• Develop strategies that help expand the client base and strengthen market presence.
• Advise clients on investment strategy to ensure their objectives are effectively supported.
• Guide fund selection based on performance, risk profile, and suitability.
• Conduct comprehensive provider reviews to help clients make informed decisions.
• Lead relationships with a diverse portfolio of clients and maintain consistent communication.
• Ensure each client receives clear, research-based investment recommendations.
• Direct large projects and oversee all stages of delivery.
• Take responsibility for the accuracy, quality, and completeness of technical work provided to clients.

Skills on Resume: 

• Business Growth (Soft Skills)
• Client Expansion (Soft Skills)
• Investment Strategy (Hard Skills)
• Fund Selection (Hard Skills)
• Provider Reviews (Hard Skills)
• Client Relationships (Soft Skills)
• Investment Advice (Hard Skills)
• Project Leadership (Soft Skills)

Job Summary: 

• Identify suitable investment strategies that align with each client’s specific objectives and constraints.
• Assess available options to ensure all recommended strategies are both appropriate and effective.
• Conduct manager selection exercises to evaluate capability, performance, and fit.
• Guide clients through decision-making so they can choose investment managers with confidence.
• Maintain an up-to-date understanding of market practices and relevant legislation.
• Apply new developments to ensure client strategies remain compliant and competitive.
• Present investment requirements and considerations specific to DB pension schemes.
• Build strong client relationships by understanding their needs and delivering tailored support.
• Perform performance and risk assessments of portfolios to ensure ongoing suitability and stability.

Skills on Resume: 

• Investment Strategy (Hard Skills)
• Option Assessment (Hard Skills)
• Manager Selection (Hard Skills)
• Decision Guidance (Soft Skills)
• Market Knowledge (Hard Skills)
• Regulation Application (Hard Skills)
• DB Scheme Expertise (Hard Skills)
• Client Relationships (Soft Skills)

Job Summary: 

• Establish and cultivate relationships with new clients and proactively help to resolve issues and concerns.
• Independently improve and streamline the service model and operational procedures.
• Learn the business and products used to educate and provide accurate advice to clients.
• Provide excellent telephone coverage, including managing priorities and handling urgent calls with professionalism and good judgment.
• Navigate systems effectively and efficiently by interfacing with various departments on behalf of the team to collect information, respond to requests, and coordinate meetings.
• Participate in ongoing learning and development to enhance client support needs.
• Handle administrative duties such as managing telephones, mailing, processing forms, and completing travel and expense reports.
• Comply with all industry rules and regulations and firm policies.

Skills on Resume: 

• Client Relationship (Soft Skills)
• Service Improvement (Soft Skills)
• Product Knowledge (Hard Skills)
• Telephone Handling (Soft Skills)
• System Navigation (Hard Skills)
• Continuous Learning (Soft Skills)
• Administrative Support (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Provide first-class investment advice to DB and DC pension scheme clients across a broad range of services.
• Assess client needs to ensure all recommendations align with scheme objectives and regulatory expectations.
• Promote the firm’s investment consulting offering by presenting at industry seminars and professional events.
• Support marketing efforts by contributing to publications and other promotional opportunities.
• Prepare detailed investment consulting proposals tailored to both existing and prospective clients.
• Present these proposals clearly to help clients understand potential strategies and outcomes.
• Contribute to the development of innovative client solutions that address evolving market conditions.
• Collaborate with clients, investment managers, and internal business lines to strengthen professional relationships.
• Engage with investment managers as part of the manager research process.
• Provide insights from these interactions to enhance research quality and support client recommendations.

Skills on Resume: 

• Investment Advice (Hard Skills)
• Client Needs Assessment (Soft Skills)
• Industry Presentations (Soft Skills)
• Marketing Support (Soft Skills)
• Proposal Preparation (Hard Skills)
• Proposal Presentation (Soft Skills)
• Client Solution Design (Hard Skills)
• Stakeholder Collaboration (Soft Skills)

Job Summary: 

• Provide high-quality, tailor-made investment advice to Family Offices, UHNWI clients, and sophisticated Private Banking customers across multiple regions.
• Assess each client’s objectives to deliver guidance that aligns with their long-term goals.
• Construct diversified investment portfolios based on individual risk profiles and needs.
• Monitor portfolio performance to ensure alignment with market conditions and client expectations.
• Advise clients on asset allocation decisions across all major asset classes.
• Incorporate both strategic and tactical investment perspectives into client recommendations.
• Track and analyse global financial markets to refine and enhance investment strategies.
• Maintain daily communication with clients through phone calls, emails, and in-person meetings.
• Collaborate with the global Investment Consulting team to develop new investment ideas.
• Present opportunities that are research-driven and suitable for client portfolios.
• Work closely with Private Banking teams to support the growth and expansion of the Investment Consulting business.

Skills on Resume: 

• Tailored Investment Advice (Hard Skills)
• Client Objectives Assessment (Soft Skills)
• Portfolio Construction (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Asset Allocation (Hard Skills)
• Market Analysis (Hard Skills)
• Client Communication (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Advise clients on investment strategy to ensure their objectives are supported effectively.
• Guide clients through portfolio design to create structures that meet long-term goals.
• Provide recommendations on fund selection based on suitability and performance.
• Conduct manager reviews to assess quality, consistency, and alignment with client needs.
• Lead relationships with clients holding significant asset values and ensure their expectations are met.
• Take accountability for developing those relationships through proactive communication.
• Manage and direct new projects to ensure smooth delivery and clear outcomes.
• Support the development of investment expertise within the wider team.
• Train and mentor junior colleagues to strengthen overall capability.

Skills on Resume: 

• Investment Strategy (Hard Skills)
• Portfolio Design (Hard Skills)
• Fund Selection (Hard Skills)
• Manager Reviews (Hard Skills)
• Client Relationship Management (Soft Skills)
• Proactive Communication (Soft Skills)
• Project Management (Soft Skills)
• Team Development (Soft Skills)

Job Summary: 

• Support senior investment consultants by assisting in their delivery of client advice.
• Provide direct advisory services to small and mid-sized clients.
• Develop intellectual capital that enhances the value offered to clients.
• Oversee client budgets to ensure financial objectives are met.
• Manage workflow to maintain timely and consistent client service.
• Offer guidance to internal teams on defined contribution investment matters.
• Ensure internal colleagues understand key DC investment considerations.
• Participate in creating tools, insights, or materials that strengthen client solutions.
• Help maintain high service standards across different client segments.
• Represent the firm externally to strengthen its presence in the marketplace.
• Promote the organization through professional interactions and industry engagement.
• Support overall client-focused objectives by coordinating efforts across teams.

Skills on Resume: 

• Client Advisory Support (Soft Skills)
• Direct Client Advice (Soft Skills)
• Intellectual Capital Development (Hard Skills)
• Budget Oversight (Hard Skills)
• Workflow Management (Soft Skills)
• DC Investment Guidance (Hard Skills)
• Internal Education (Soft Skills)
• External Representation (Soft Skills)

Job Summary: 

• Understand client needs with a clear focus on delivering strong outcomes for members.
• Apply advanced technical investment knowledge to proactively support lead consultants in producing tailored, high-quality advice.
• Help maintain and strengthen relationships with clients holding more than £1bn in DC assets.
• Take responsibility for developing those client relationships by identifying opportunities to introduce additional services.
• Manage routine client projects such as provider reviews, investment strategy assessments, and asset transitions with minimal oversight.
• Act as the primary day-to-day contact for most assigned clients.
• Coordinate client work to ensure deadlines are met and outputs meet expectations.
• Deliver work promptly to the client and to the lead consultant.
• Prepare clear and comprehensive meeting materials for client engagements.
• Participate actively in client meetings to support discussions and decision-making.
• Assist in driving the performance of the DC team through effective collaboration and contribution.
• Support broader business goals by helping enhance service delivery and operational efficiency.

Skills on Resume: 

• Client Assessment (Soft Skills)
• Technical Investment (Hard Skills)
• Client Relationships (Soft Skills)
• Opportunity Identification (Soft Skills)
• Project Management (Soft Skills)
• Client Contact (Soft Skills)
• Work Coordination (Soft Skills)
• Meeting Materials (Hard Skills)

Job Summary: 

• Implement and maintain AML/CTF policies and procedures to comply with Group requirements, local laws, and regulatory standards.
• Conduct periodic reviews to assess the overall effectiveness of the AML/CTF Program.
• Evaluate key AML controls to determine whether they function as intended.
• Assess the quality and consistency of AML/CTF implementation across relevant processes.
• Serve as the primary contact point for government departments on AML/CTF compliance matters.
• Support interactions with authorities related to prevention, detection, investigation, and regulatory obligations.
• Review exception reports to identify unusual or suspicious activity.
• Conduct investigations and escalate cases that may require regulatory attention.
• Make determinations on whether suspicious activity should be reported to government agencies.
• Maintain complete and accurate records for all AML/CTF reviews, reports, and investigations.
• Deliver regular training sessions to ensure employees and agents understand AML/CTF requirements.
• Assess staff knowledge to confirm that AML/CTF policies are applied correctly in their roles.
• Provide operational teams with guidance on the correct implementation of AML/CTF obligations.

Skills on Resume: 

• AML Policy Management (Hard Skills)
• Program Effectiveness Review (Hard Skills)
• Control Evaluation (Hard Skills)
• Compliance Assessment (Hard Skills)
• Regulatory Liaison (Soft Skills)
• Suspicious Activity Review (Hard Skills)
• AML Investigations (Hard Skills)
• Staff Training (Soft Skills)

Job Summary: 

• Help clients determine their mission, beliefs, and investment strategy.
• Design and implement best-in-class investment portfolios to achieve their objectives.
• Understand pension scheme liabilities to help clients and their LDI managers design, model, and implement derivative-based investment solutions.
• Help clients build and deliver innovative investment solutions to drive better value for members of DC schemes.
• Assist clients in measuring and monitoring progress against their strategy.
• Oversee the preparation of analysis and client/internal reports covering governance, investment strategy, implementation, and monitoring.
• Oversee reports, including Journey Planning, hedging decisions, and default design for DC schemes.
• Develop and build client relationships, including understanding their business environment.
• Attend client meetings to deliver advice, training, and reporting of client performance.
• Actively seek opportunities to grow client revenue through the delivery of additional services and the development of new business.
• Build strong relationships across the working network and collaborate effectively across all specialist teams.
• Build relationships with external entities to contribute to the development of client solutions.

Skills on Resume: 

• Mission & Strategy (Soft Skills)
• Portfolio Design (Hard Skills)
• LDI Solutions (Hard Skills)
• DC Innovation (Hard Skills)
• Strategy Monitoring (Hard Skills)
• Report Oversight (Hard Skills)
• Client Relationships (Soft Skills)
• Business Development (Soft Skills)

Job Summary: 

• Provide sales support by handling incoming calls and questions from Advisory Teams in the field.
• Engage in proactive wholesaling activities, including outbound calls, Director Team calls, and Regional meetings.
• Drive product awareness and adoption in the field.
• Support distribution channel initiatives and find ways to add value to their process.
• Participate in pipeline management activities in partnership with the Integrated Solutions Director (ISD).
• Partner with field leaders to provide sales support, team training, and share best practices.
• Facilitate training and drive product awareness and adoption.
• Travel in the assigned region to participate in and present at group meetings and training sessions.

Skills on Resume: 

• Sales Support (Soft Skills)
• Proactive Wholesaling (Soft Skills)
• Product Awareness (Hard Skills)
• Channel Support (Soft Skills)
• Pipeline Management (Hard Skills)
• Field Partnership (Soft Skills)
• Team Training (Soft Skills)
• Regional Presentations (Soft Skills)

Job Summary: 

• Proactively participate in activities that support business development and client acquisition.
• Review prospect and client portfolios to understand their financial position and objectives.
• Identify gaps or opportunities within portfolios that require tailored solutions.
• Propose needs-based recommendations that align with each prospect’s or client’s goals.
• Respond professionally to customer queries during in-person interactions.
• Handle phone inquiries with clarity, courtesy, and efficiency.
• Provide accurate information to help clients make informed decisions.
• Support the overall client experience by maintaining strong communication and service standards.

Skills on Resume: 

• Business Development (Soft Skills)
• Portfolio Review (Hard Skills)
• Opportunity Identification (Soft Skills)
• Needs-Based Recommendations (Hard Skills)
• Client Interaction (Soft Skills)
• Phone Handling (Soft Skills)
• Information Delivery (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Support M&A, due diligence, and investment-related consulting projects and ensure on-time and on-budget delivery for clients in the pharmaceutical or related industries.
• Leverage business and transaction advisory experience and methodological expertise to support preparation of proposals and delivery of projects to address client questions, primarily in the areas of due diligence, asset and portfolio and company valuation, asset screening, and growth strategy.
• Support management of project teams, including both internal and external resources, in the design, development, and delivery of client deliverables.
• Contribute to the day-to-day development of client reports and presentations and deliver significant portions of findings to the client.
• Serve as the lead on small projects or workstreams, ensuring successful delivery, project satisfaction, and leading presentation of key outputs to the client.
• Support overall team and broader consulting initiatives to elevate capabilities, including development of intellectual property, marketing materials, training, recruitment, and go-to-market approaches.
• Support business development, including proposal development and presentations.
• Support the development of engagement with financial investors across areas within and outside of consulting services.

Skills on Resume: 

• M&A Support (Hard Skills)
• Due Diligence (Hard Skills)
• Project Team Management (Soft Skills)
• Client Deliverables (Hard Skills)
• Workstream Leadership (Soft Skills)
• Consulting Development (Soft Skills)
• Business Development (Soft Skills)
• Investor Engagement (Soft Skills)

Job Summary: 

• Gather client information to assist with the onboarding of new clients into the service model.
• Assist in keeping the client and fund onboarding on schedule and meeting target dates.
• Assist with the development and documentation of enhanced onboarding processes and procedures.
• Coordinate the opening of accounts at various custodians.
• Prepare template letters of direction.
• Maintain various tracking spreadsheets.
• Take point for ensuring all required documentation is retained and stored.
• Coordinate communications between the different internal and external stakeholders, including meetings with internal and external parties, generate meeting materials, and produce post-meeting deliverables.
• Organize internal weekly mandate implementation status calls.
• Lead the off-boarding process.
• Develop and maintain operational controls and create efficiencies.
• Reconcile client fees with Finance monthly and prepare client fee-related reports.

Skills on Resume: 

• Client Onboarding (Soft Skills)
• Onboarding Coordination (Soft Skills)
• Process Development (Hard Skills)
• Account Setup (Hard Skills)
• Documentation Management (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Mandate Coordination (Soft Skills)
• Operational Controls (Hard Skills)

Job Summary: 

• Establish, support, and maintain a fiduciary investment process for assigned clients.
• Coordinate all aspects of the client investment management program, including conducting the initial client consulting responsibilities, investment selection, and investment monitoring and reporting.
• Conduct client review meetings under the terms of client engagement periodically.
• Clearly articulate recommendations regarding investment options.
• Operates as part of the Client Relationship Management Team to service assigned retirement plan clients to share responsibility for client satisfaction and retention.
• Develop and conduct participant education presentations.
• Keep current with the retirement plan industry environment and trends.
• Contributing member of the Investment Committee.
• Conduct due diligence on current and prospective investment options.
• Work closely with other Investment Committee Members in the selection and monitoring of investment client options.
• Prepare Watch List write-ups for quarterly reports.
• Prepare a quarterly Investment Perspective write-up for quarterly reports.
• Prepare client review reports on a quarterly basis.
• Support Business Advisors in providing investment information and materials.
• Keep current with market activity and the financial environment.

Skills on Resume: 

• Fiduciary Process (Hard Skills)
• Investment Coordination (Hard Skills)
• Client Review Meetings (Soft Skills)
• Recommendation Delivery (Soft Skills)
• Client Relationship Management (Soft Skills)
• Participant Education (Soft Skills)
• Due Diligence (Hard Skills)
• Market Awareness (Hard Skills)

Job Summary: 

• Assess client needs, experience, expectations, and risk tolerance.
• Develop comprehensive investment strategy and asset allocation proposals appropriate to each client.
• Coordinate the execution of the investment strategy with appropriate products and services.
• Monitor client portfolios for performance, appropriateness, and opportunities.
• Provide updates on investment opportunities to clients, prospects, and Relationship Managers.
• Maintain current knowledge of competitor investment capabilities, product offerings, and pricing policies.
• Provide investor education, investment advisory, and product execution to clients, prospects, and Relationship Managers.
• Operate under asset allocation ideas.
• Stay aware of risks associated with the role and act in a manner that accounts for risk considerations.
• Operate effectively in an ever-changing and stringent regulatory environment.
• Grow business in a highly competitive marketplace.
• Ensure the integrity of the sales process and comply with all internal control standards, including the timely implementation of internal and external audit points and any issues raised by external regulators.
• Provide input and support for the development of new business initiatives and product enhancements.
• Identify and communicate issues or limitations related to products, platforms, operations, systems, or pricing.

Skills on Resume: 

• Client Needs Assessment (Soft Skills)
• Investment Strategy (Hard Skills)
• Strategy Execution (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Investment Updates (Soft Skills)
• Competitor Knowledge (Hard Skills)
• Investor Education (Soft Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Serve as senior investment consultant for assigned institutional advisory clients, representing investment and advisory capabilities to key decision makers, investment committees, and Board members.
• Work closely with Institutional Sales to represent the firm to prospective clients.
• Advise clients on asset allocation, portfolio construction, and fund selection decisions using either a total return or liability-driven investing framework for public and private sector defined benefit pension mandates.
• Consult with clients in the development or adaptation of investment policy statements.
• Provide discretionary portfolio management and non-discretionary investment consulting to the assigned client base.
• Review the latest regulatory developments and industry trends affecting defined benefit pension plans, including changes to ERISA, the Internal Revenue Code, FASB, and PBGC rules.
• Work closely with internal client-facing teams, including investment actuaries, investment analysts, and client service analysts, to appropriately model client portfolios, perform analytics, and execute fiduciary responsibilities.
• Conduct investment reviews for clients, including market, portfolio, and fund performance, portfolio construction, and asset allocation, and meet with investment committees and Boards to present findings.
• Represent the firm at industry conferences, events, and client symposiums by speaking on a range of investment topics relevant to institutional investment professionals and the pension space.
• Stay abreast of investment processes and performance of existing funds, as well as market conditions and developments.
• Respond to investment-related questions from existing and prospective clients and write executive summaries for quarterly client reports, commenting on portfolio and fund-level performance.
• Represent the institutional client perspective in the development and enhancement of the advisory methodology.
• Collaborate with colleagues in Pension Strategy and Analysis on investment philosophy and portfolio strategies.
• Serve as a leader, mentor, role model, and technical resource to Investment Analysts.
• Ensure high-quality advisory delivery by maintaining deep knowledge of regulatory, market, and portfolio-related developments.

Skills on Resume: 

• Senior Consulting (Soft Skills)
• Client Representation (Soft Skills)
• Asset Allocation (Hard Skills)
• Policy Development (Hard Skills)
• Portfolio Management (Hard Skills)
• Regulatory Knowledge (Hard Skills)
• Investment Reviews (Hard Skills)
• Team Leadership (Soft Skills)