Investment Specialist - RIA Channel
Jobtailor
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. Requirements 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 FactSet, 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. ATS Optimization Keywords Hard Skills investment analysis performance evaluation holdings-based diagnostics attribution analysis portfolio optimization asset allocation manager selection risk management capital markets portfolio construction Soft Skills presentation skills storytelling team orientation influencing proactive solutions-oriented accountability communication business development client engagement Certifications & Qualifications CFA designation Industry Keywords asset management wealth management institutional consulting RIA channel investment data advisory ecosystem competitive landscape client solutions portfolio strategy industry trends Tools & Technologies FactSet YCharts Morningstar Direct Salesforce #J-18808-Ljbffr Jobtailor
- ...partner to clients, consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks, and develops... .... By activating internal and external stakeholders across the investment ecosystem, the role helps ensure investment objectives are achieved...SuggestedFull time
- Hartford Funds is seeking an experienced Investment Specialist for the RIA Channel to deliver customized investment analyses and support business development. This role involves collaborating with distribution teams, enhancing client relationships, and positioning Hartford...Suggested
$111.44k - $183.08k
...provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients...SuggestedWork at officeFlexible hours- ...contribute to fixed income trading. This role requires 10-15 years’ experience, strong credit analysis, advanced Excel, and MSRB compliance knowledge. You will collaborate with Investment Advisors and trade on Bloomberg, Tradeweb and other platforms. #J-18808-Ljbffr WSFS BankSuggested
$134.5k - $190.5k
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest...SuggestedFull timeWork experience placementRemote work1 day per week$100k - $190.5k
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest...Full timeWork experience placementWork at office$108.5k - $195.9k
...development and evolving regulatory requirements.This is a highly collaborative role, partnering with stakeholders across Finance, Investments, Pricing, Risk Management, and Experience Studies to provide valuation and regulatory insights. The position also offers exposure...Work experience placementWork from home3 days per week$108.5k - $195.9k
...and deliver clear, actionable insights into capital requirements- Engage with stakeholders across Accounting, MRM, Pricing, ERM, Investments, Audit, and the Qualified Actuary teamDrive Innovation and Efficiency- Enhance and expand automation using tools like Dataiku, Tableau...Work experience placementWork from home3 days per week$64.49k - $105.95k
...provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients...Flexible hoursShift workWSFS Bank
Berwyn, PA4 days ago$107.5k - $173.08k
...- Ability to understand and apply industry and product economics to portfolio plans. Ability to assess sales, margin, inventory investment, payment terms, return on sales, return on capital employed and EBITDA to improve financial performanceAgility and adaptability -...Full timeFor contractorsLocal areaRemote workWorldwideFlexible hours- Hartford Funds is seeking an experienced investment strategist to deliver customized analyses for RIAs and prospects. You will partner with advisors to design model portfolios, refine asset allocation, and support business development initiatives. You will lead discussions...
$108.5k - $195.9k
...fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you:Clearly defined career tracks and job levels...Work experience placementWork from home3 days per week- Vanguard is expanding its Private Markets Research team to deepen our understanding of private investments and their role in portfolio construction. As a Senior Investment Researcher, you will conduct original research across private equity, private credit, real estate,...Full timeWork at officeRemote workRelocation packageMonday to Friday
$106.7k - $177.9k
Overview:This position is responsible for researching and building investment strategies as part of the Asset Management research and thought leadership function of Wilmington Trust. Primary Responsibilities:Work with senior members to research and start to build monthly...Full timeWork experience placement$107.5k - $173.08k
...marketing, product management, sales or related experience required.Who you are:Financial skills - to assess sales, profits, inventory investment, payment terms, return on sales, return on capital employed and EBITDA to improve Avantor’s financial performance.Scientific...Full timeFor contractorsWork at officeLocal areaRemote workWorldwideFlexible hours- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years...
- ...Acquisitions Analyst Berger Investments is hiring an Acquisitions Analyst. This role will support Senior Acquisitions Associate and broader investments team in executing the firm's multifamily acquisition and development. This is a role that contributes directly to...Full timeTemporary workFlexible hours
Berger Communities
Wayne, PA1 day ago - ...administration and operational activities in accordance with defined procedures and objectives. Perform analysis and reconciliation of investment and portfolio data inputs, including evaluating data trends, modeling impacts to portfolio positioning, and identifying potential...Full time
$79.6k - $145.1k
...with knowledge that may include Product Development, Pricing, Valuation, Modeling, Risk Management, Asset Liability Management, Investments, Data Analytics, and Internal Audit.ADP participants are expected to pass the Society of Actuaries’ exams at a prescribed pace. The...Work experience placement3 days per week- Job Brief Hybrid position in Newtown Square, PA. 3 days per week in the office. Responsibilities Calculates, monitors and assesses impact of benefit and provider reimbursement changes, cost containment programs, on medical cost and trends. Develops and maintains spreadsheets...InternshipWork at officeRemote workFlexible hours3 days per week
AmeriHealth Caritas Health Plan
Newtown Square, PA4 days ago - ...Transaction Management Officer to support the end-to-end lifecycle of transaction management, from capture to settlement, for our investment manager clients. You will ensure timely execution, maintain controls, mentor teammates, and drive process improvements while...Work at office
- ...WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model management. You will help implement investment strategies, maintain trading systems, and drive efficiency across client accounts within the Investment Research & Strategy team....
- For roles that are 100% remote or hybrid, you must have access to a reliable high-speed internet connection to support daily job responsibilities. A minimum bandwidth of 50 Mbps download and 5 Mbps upload is required. Those fully remote associates residing in states where...Contract workRemote workFlexible hoursShift work
AmeriHealth Caritas
Newtown Square, PA1 day ago $150k
...decisions Develop pricing recommendations for new and existing products based on cost structure, customer value, market conditions, channel strategy, and competitive positioning Help define product positioning, value propositions, promotional content, and sales...London Approach
Willow Grove, PA5 days ago- ...recommendations. Profitability & Performance Analysis Evaluate the profitability of international product lines and distribution channels. Recommend enhancements to financial methodologies, frameworks, and reporting processes. Data Analytics & Business Insights Analyze...
- ...forecasts, and initiatives.Responsible for providing analytical support to Sales, Finance, and other business teams in regards to Channel and Customer pricing performance against agreed upon contractual commitments.Performs monthly and quarterly detailed analysis of transaction...Full timeContract workLocal area
- ...Investment Operations Specialist Pitcairn's innovative Shared Single-Family Office® model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members...Work at officeLocal area
Pitcairn
Conshohocken, PA12 hours ago - Aqua, an Essential Utilities company, employs people in a variety of roles within our eight-state footprint, ranging from field workers and customer service representatives who are on the front lines working with customers, to scientists and engineers who help ensure we...Work at officeLocal areaFlexible hours
- Aqua in Bryn Mawr, PA seeks a Finance & Rates Analyst to support financial filings and rate cases, ensuring compliance with regulatory standards. The candidate will analyze financial models and assist in budget preparation. Successful candidates will possess a BA/BS degree...
$106.7k - $177.9k
...Syracuse, NYOverview:Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust’s best thinking. Works with Investment...Full timeWork experience placementWork at office
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