Associate Consultant
Highland Consulting Associates, Inc.•Cleveland, OH
•Hybrid
About The Position
This Associate Consultant role in supporting our family wealth or institutional consulting team in serving retirement plans, foundations, endowments, corporate clients and family wealth clients. The ideal candidate will demonstrate strong analytical capabilities, eagerness to learn, exceptional attention to detail, and a client-service mindset. This role provides a clear pathway for growth into a client-facing consultant position.
Requirements
- strong analytical capabilities
- eagerness to learn
- exceptional attention to detail
- client-service mindset
Responsibilities
- Client Relationship Management
- Assist in serving family wealth or institutional clients by supporting regular client communication and meeting preparation
- Support the development of investment recommendations by gathering data and conducting analysis
- Assist in presenting investment strategies, performance analysis, and market commentary in client meetings and reports
- Learn to identify client needs and opportunities through ongoing client interaction
- Client Service & Support
- Assist with clients across various institutional segments including defined benefit plans, foundations, endowments, family wealth, and corporate investment portfolios
- Help prepare client deliverables including quarterly reports, investment policy statements, fee analyses, and benchmarking studies
- Participate in client meetings alongside consultants
- Process & Systems Management
- Manage content systems including CRM (Customer Relationship Management) and knowledge of reporting tools and other business development software platforms
- Maintain comprehensive documentation of client interactions, decisions, and recommendations
- Business Development Support
- Assist Highland's business development team in the growth and acquisition of new institutional clients
- Write, proofread, and edit proposals, RFP responses, and marketing materials as needed
- Contribute to the development of thought leadership content and marketing collateral
- Track and report on business development metrics to evaluate effectiveness of activities and identify areas for improvement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
