Consulting Analyst- Defined Contribution

NFP Corp•Chicago, IL

1d•$65,000 - $85,000•Hybrid

About The Position

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. The Consulting Analyst – Defined Contribution is responsible for providing analytical support, collaborating with consultants and team members to deliver accurate and insightful analysis for defined contribution clients. This role supports client projects, reporting, and process improvements to help clients achieve their retirement plan objectives.

Requirements

Bachelor’s Degree or relevant work experience (Finance, Economics, Mathematics, or related field preferred).
Entry-level experience welcome
Proficiency in Microsoft Suite (Excel, PowerPoint, Word); experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting.
Thoughtful ability to establish rapport and build relationships.
Exceptional communication in a public setting with notable writing and presentation skills.
Adaptability when priorities shift and able to work independently.
Sound judgment and problem-solving skills.
Innovative, curious, and enthusiastic.
Detail-oriented with a high level of accuracy and organization.
Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes inclusion and belonging.

Nice To Haves

experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

Responsibilities

Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations.
Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity.
Respond to consultant requests and conduct special projects or ad-hoc analyses as needed.
Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives.
Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations.
Attend client meetings in a supporting analytical role and respond to follow-up items as required.
Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner.
Leverage AI‑powered tools and analytics to improve efficiency, insight generation, and decision‑making across projects.

Benefits

Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program