Remote New

Lead Consultant

IMA Financial Group
$200,000-$220,000 USD
paid time off, paid holidays, 401(k)
United States
Nov 23, 2024
About Syntrinsic, an IMA Company: Syntrinsic was established in 2008 to co-create a sustainable and generative world that empowers all people. Syntrinsic provides investment advice and strategic consulting to nonprofits, endowments, and foundations and the people affiliated with them. As of August 31, 2024, Syntrinsic managed $2.6 billion in assets. Required Qualities This position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative boutique work environment. Candidates with a demonstrated interest in continued personal and professional growth would best fit the firm's culture. Specifically, a strong candidate strives to live the values below: Empowers all People Serves with Intensity Proves Themselves Dependable Takes initiative Innovates Responsibilities At Syntrinsic, the Lead Consultant forges relationships primarily with foundation and endowment clients, earning their business and then serving as the lead relationship manager and advisor. A successful Lead Consultant at Syntrinsic effectively serves as: Relationship Manager Establish and nurture relationships with clients' board members, committee members, and senior staff. Become a strategic partner to the client by getting to know their needs, risk, and aspirations and establishing the trust and credibility necessary to be a valued partner. Regularly meet with clients to review economic data and performance reports while addressing client concerns and educational needs. Portfolio Constructor Leverage Syntrinsic's research team to identify appropriate asset allocation strategies and third-party asset managers for each client portfolio. Facilitate effective client decision-making whether client is non-discretionary, fully discretionary, or somewhere between the two. Maintain and articulate a thorough understanding and timely awareness of investment matters such as, portfolio development, asset allocation theory, and geopolitical, economic, and behavioral events and their impact on investment portfolios and the markets. Client Team Leader Coordinate the tools, experience, and skills of Syntrinsic colleagues to ensure that the overall client experience is productive and that any concerns are dealt with promptly. Collaborate with Consulting and Research teams to ensure that Syntrinsic clients receive a consistent experience delivered in a bespoke personalized manner. Business Development Represent Syntrinsic in the broader community through client events, networking, and civic engagement. Cultivate relationships, create proposals, and effectively prepare for and participate in interviews with prospective clients. Required Qualifications Candidates should have at least 10 years' experience advising institutional clients and must be a registered Investment Advisor Representative or equivalent (e.g., CFA Charter holder). If not already registered, Lead Consultants are expected to pass the Series 65 or other qualifying certification in the first 90 days of employment. Salary Range $200,000 — $220,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut TopWork Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune TopWork Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.