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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Raleigh, North Carolina

Salary: $132K - $182K

Make a career. Make a difference. When you work at Compass Financial Partners, A Marsh & McLennan Agency LLC Company, you’ll experience real opportunities to help people and businesses become more safe, secure, and successful. With Compass Financial Partners, A Marsh & McLennan Agency LLC Company, you can create a career that matters. As a Compass Financial Partners, A Marsh & McLennan Agency LLC Company colleague, you’ll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career.

As the Associate Director, Investment Consulting, you will work with the Chief Investment Officer to develop and deliver solutions for institutional clients, such as sponsors and trustees of defined-contribution retirement plans, pension funds and other institutional asset pools.  You will collect data from Investment Managers and third-party record keepers, perform analysis, and develop recommendations for clients. Three (3) to Four (4) years of industry experience and a Bachelor’s degree are required, as is a willingness to work towards required securities licenses.  A CFA designation is preferred.

Here’s how we define early success for the Associate Director, Investment Consulting:

  • Participates in client meetings, communicating information about the markets and specific investments within the plan
  • Critical analysis of different investment markets, managers’ investment styles and portfolio characteristics; evaluate their impact on investment performance each quarter and produce accurate and detailed client reports
  • Communicates with investment managers and custodians to gather and/or clarify client-specific data for reporting.
  • Closely examines and monitors developments at investment management firms and notify clients of critical issues in an accurate and timely manner

Compass Financial Partners, A Marsh & McLennan Agency LLC Company encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: flexible, hybrid work environment, health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception.

At Compass Financial Partners, A Marsh & McLennan Agency LLC Company, your future is limitless. For more information about our company, please visit us at: http://marshmma.com/careers.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.