Job Summary

• Support the design, evaluation, and launch of new retirement investment products in partnership with internal teams and external subadvisors.
• Assist with investment due diligence and ongoing monitoring for retirement products, including CITs, income solutions, and core and non-core menu investment options.
• Develop monthly and quarterly investment-related marketing, performance, and commentary collateral for internal and external use.

Matching Summary

Salary

Base: $105,000 - $115,000 annually; Bonus/Equity: Annual Bonus of 17.5% based on Company Bonus Plan/Individual Performance; Benefits: Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical Insurance, Dental Insurance, Vision Insurance, Employee Discounts, Career Training & Development Opportunities, Paid Time Off, Paid Holidays, Be Well Company holistic wellness program, Parental Leave, Adoption Assistance, Employee Assistance Program, Back-Up Care Program, PTO for Volunteer Hours, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program, Referral Bonus Programs

Skills & Requirements

Key Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Seven years of experience in investment research, manager due diligence, product development, or retirement investments
• CFA or completing coursework for CFA
• Experience working with subadvisors, trust companies, or asset managers

Work Rights