DC Investment Consultant - Director
DC Investment Consultant – Director
We are looking for individuals with excellent investment consulting skills, strong DC pensions technical skills and market knowledge, and a strong industry network backed up with a commercial outlook and internal drive. Successful candidates can be based in any one of our regional offices.
Role and Responsibilities
- Lead DC investment consulting role on a wide range of DC clients including Master Trusts, clients investing in Master Trusts, own Trusts and GPPs.
- Ability and experience in leading strategic thinking for large and complex DC clients
- Experience in designing and implementing innovative DC investment strategies for the modern world.
- Experience in leading client meetings and delivering advice to large and complex clients
- Experience in leading a client teams on large projects and clients
- Experience in leading new business activities including production of tender submissions and pitches, with a track record of success in DC investment advisory
- Strong network within the industry for new business opportunities
- Experience in cross selling services that are wider than DC investment advisory.
- Experience in thought leadership, including a desire to contribute to the strategic direction of our advice to clients and direction of our DC investment business
- Experience in researching strategic ideas and opportunities and a desire to deliver innovating thinking on strategy for our national practice
- Experience in researching DC provider default strategies as well as individual DC funds for bespoke solutions
- Experience in collaborating with wider DC team colleagues advising clients looking to change providers or DC vehicle
- Ability to work with and manage interactions with multiple internal teams as we share ideas and ensure our strategic thinking is joined-up
- Experience in team leadership and implementing firm level polices and values on important areas such as diversity and inclusion, wellbeing and creating a supportive culture for all employees
- Internal management functions including development of junior team members.
Experience/Competencies Required
- Applicants are expected to be FIA/FFA or CFA/CISI qualified (or equivalent)
- Have 10+ years of relevant experience including extensive previous relevant DC investment experience
- Growth mindset
- Strong analytical skills
- Understanding of the wider DC market
- The ability to take on a high level of responsibility
- Excellent communication skills
- The ability to work effectively in a team including delegation
- Willingness to lead clients and build strong relationships
- Appetite to drive forward innovative thinking on strategic development
Demonstrated Commitment to our Core Purpose
Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
On top, we also offer:
- A competitive remuneration package, including a bonus scheme.
- A defined contribution pension scheme.
- Life insurance.
- Healthcare benefits.
- Income protection benefits.
- 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
- Corporate Social Responsibility (CSR) allowance
- Flexible working opportunities.
- A flexible benefits package.
- Internal development programmes including (technical and non-technical) training support and mentor programmes.
- Where required study support including study days, materials and exam entry support.
What’s next?
Click on the ‘apply’ and follow the simple application process on-line.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
- Department
- Reward & Benefits
- Role
- DC Investment Consultant
- Locations
- Any Regional Office
- Employment type
- Full-time
DC Investment Consultant - Director
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