Sr. Director, Investment and Retirement Services
About The Position
The Healthcare Association of New York State (HANYS) is seeking a Sr. Director, Investment and Retirement Services within its subsidiary, TruePlan Benefit and Retirement Advisors. TruePlan provides employee benefits and retirement plan consulting to help finance and human resource leaders improve plan offerings, remain competitive, and reduce plan costs. Reporting to the President of TruePlan, this position manages TruePlan’s investment services operations, including investment selection and monitoring processes, internal and external investment communications, and potential staff supervision. The role is based in the Rensselaer, New York office, with remote work potentially available within New York State. Travel to upstate New York, Metro-NY, Long Island, and New England is required. The position pays $120,000 to $130,000 annually, plus an annual incentive of up to 10% based on performance metrics.
Requirements
- Bachelor’s degree in finance, accounting, business administration, economics, or a related field; an equivalent combination of education and experience may be substituted.
- At least five years of related experience delivering retirement and financial services to institutional (corporate) buyers, including regulatory, industry, and investment knowledge.
- New York State Life, Accident and Health license, or obtain it within three months of hire.
- Series 7 and 66, or Series 6, 63, and 65 licenses, or obtain the applicable licenses within three months of hire.
- Detail-oriented, with superior analytical, oral, and written communication skills, including exceptional presentation and interpersonal skills.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Excellent relationship-building skills with internal and external clients.
- Ability to present complex topics clearly, concisely, and understandably.
- Ability to travel 10% to 20% in upstate New York, Metro-NY, Long Island, and New England.
Nice To Haves
- Master’s degree preferred.
- CAIA certification strongly preferred.
Responsibilities
- Design and implement a consistent process for comprehensive investment oversight, due diligence, and reporting to clients and TruePlan associates.
- Build and maintain relationships with investment management firms to facilitate diligence on prospective and existing investment offerings for client fund lineups.
- Potentially supervise investment services employees, including hiring, training, development, and performance reviews.
- Communicate and present investment and market information to clients through various media and at client meetings.
- Assist the TruePlan sales group with new business procurement, including proposal writing and sales presentations.
- Train and develop the investment team to ensure effective, repeatable, and defendable selection and monitoring processes for TruePlan clients.
- Serve as a voting member of the TruePlan Investment Committee.
- Coordinate with the account management team to maximize client deliverables.
- Ensure the investment services team conforms to standards in the HCSC compliance manual.
- Perform investment advisory services for investment-only clients.
- Maintain current knowledge of regulatory matters, industry trends, and investments; research and evaluate industry innovations to keep TruePlan at the forefront of retirement advisory services.
- Maintain all required licenses.
- Perform other duties as assigned.
Benefits
- Annual incentive of up to 10% based on certain performance metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Director
