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Relationship Manager
(Positions available in
Knoxville, TN
)
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Duties: |
Responsible for assigned relationships, and act as retirement liaison to clients. Work with assigned clients for overall relationship management, ensuring that client deliverables are met on an ongoing basis. Responsible for educating client base on technical and legislative changes, including product enhancements. Act as liaison to the Legal Department ensuring assigned client’s plans are in compliance with plan documents and IRS/DOL regulations. Candidate will be required to complete special projects as requested by clients and be able to identify cross-selling opportunities.
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Qualifications: |
Bachelor’s Degree in Mathematics, Business, Finance or Accounting. Candidate must be detailed and organized with the ability to multi-task and work in a fast-paced environment. 5 years minimum related business experience, as well as series 6, 63 and 65 licensure.
 Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Assistant Investment Analyst
(Positions available in
Glastonbury, CT
)
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Duties: |
USI Advisors Inc., a division of USI Consulting Group, Inc. (USICG), an employee benefits consulting firm in the U.S., has a position available for an Assistant Investment Analyst at our Glastonbury, CT location. USI Advisors provides institutional investment consulting services to defined contribution & defined benefit retirement plans as well as foundations and endowments.
The ideal candidate should be knowledgeable in investments and have an understanding of the 401(k) and defined benefit business. This position is responsible for compiling statistical financial, economic and plan specific data for client investment reports. The ideal candidate should also be able to analyze and interpret capital market and economic events/trends as well as evaluate investment performance versus relevant benchmarks. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.
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Qualifications: |
Qualifications include a Bachelor’s Degree with a 3.0 or higher GPA with course work in Finance, Statistics or Economics. Ability to successfully complete Series 65 license is required within 12 months of hire along with working towards obtaining the CFS designation.
Candidate must be able to multi-task, be self-motivated, creative, and work well within a team environment. Attention to detail is critical. Candidate must also be computer literate with knowledge of Excel, Power Point, Access and Word. Experience with Zephyr Style Advisor / Markov Processes Inc. (MPI) and Principia Pro is a plus. Excellent communication and interpersonal skills are essential.
Please email resume to: hr.usicg@usi.biz.
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Senior Investment Strategist
(Positions available in
Glastonbury, CT
)
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Duties: |
USI Insurance Services (www.usi.biz) is the eighth largest insurance broker in the US. Founded in 1994, USI is a leading distributor of insurance and financial products and services to businesses throughout the United States. USI is headquartered in Briarcliff Manor, NY, and operates out of 66 offices in 18 states. USI executed a going-private transaction and is now majority owned by Goldman Sachs Capital Partners.
USI is an equal opportunity employer and encourages diversity in the workplace.
USI Consulting Group, Inc. (www.usicg.com), a division of USI Insurance Services, is a fast-paced national employee benefits consulting firm currently initiating a search for a Senior Investment Strategist, in our Glastonbury, CT office.
Responsibilities:
Develop, analyze, communicate, teach, present and prepare investment strategies to support the pension and retirement plan sales efforts and help close new business. Utilizing appropriate technology, due diligence and publications to review, monitor and analyze performance for the non-proprietary funds currently offered to USICG clients to help them meet their investment objectives. Deliver timely, responsive and accurate support to the sales and marketing staff as well as assigned book of clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients. For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need of deletion). Maintain due diligence database of funds not currently offered by USICG, and provide senior management with proposals for additional funds that should become a part of the product offering. Alert management to style drift, capitalization trends and performance deterioration to provide timely client and prospect communications draft internal and external communication and train investment analysts as needed. Provide commentary on the current and projected economic conditions and how it may impact the financial markets and investments offered to our retirement plan clients. Provide proactive asset allocation advice to DB clients and participate in asset/liability studies. Rebalance portfolios including composite funds, on a quarterly basis. Meet periodically with clients to provide relationship management and cross sell other USI services. Enact investment policy statements for assigned clients including trades and investment of new deposits. Independently and efficiently handle miscellaneous assigned projects.
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Qualifications: |
6 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds. BA degree in Business, Finance or Economics. CFA designation preferred. Strong computer skills. Especially proficient with Excel, Zephyr, Morningstar and database management. Familiarity with other industry software programs for monitoring funds. Excellent oral and written presentation skills and sales skills. Ability to work independently. Series 7, 63 and 65 required. Good knowledge of retirement and pension programs and their funding. Financial expertise and business sense from both USI’s and client’s perspective.
Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Defined Contribution Consultant/Analyst
(Positions available in
New York, NY
)
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Duties: |
Responsible for executing the services and deliverables outlined in the Annual Client Service Calendar. Participate in Investment Review meetings for clients with the client’s Senior Investment Strategist to document, execute and confirm any decisions made by the investment committee, such as fund changes, plan provision changes, and employee education meetings. Work under the supervision of the Practice Leader to support the team on various projects, including service provider search services, fund manager searches, investment review preparation and special consulting projects. Summarize and understand Plan Restatements, Amendments, SPDs, service contracts. Candidate will need to assist with the establishment of new client relationships as well as assist our Investment Analysts with data entry and production of quarterly Investment Review reports through FINA connect and Morningstar. Additionally, the candidate will assist sales group in RFP's, investment presentations, and manager due diligence.
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Qualifications: |
Minimum of a Bachelor's Degree in Mathematics, Finance, Accounting or Business Administration work. Series 6, 63, 65, and 7 or equivalent preferred but not required until the end of the first year of employment. Candidate must have 2-3 years minimum related business experience and be detailed, have good organizational, communication and interpersonal skills.
Click here to submit resume / contact us.
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SUBMIT
RESUME / CONTACT US
If you are the dynamic individual we are looking for and
want to join our team, please indicate your salary requirements
along with the position you are applying for and forward
your resume to:
Please send or fax resumes to:
USI Consulting Group, Inc.
Attn: Human Resources
95 Glastonbury Blvd
Glastonbury, CT 06033
Email: hr.usicg@usi.biz
USI Holdings Corporation is an Equal Opportunity Employer and
values diversity in the workplace
(back to beginning of
positions available) |
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