Senior Investment Consultant

Marsh McLennan

Investment Consultant advising institutional clients on investment strategies and portfolio management. Focusing on relationship building and business development in a hybrid work environment.

Posted 7/29/2026full-timeDenver • California, Colorado, Washington • 🇺🇸 United StatesSenior💰 $122,400 - $244,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment consulting, including portfolio management, client relationship management, and delivering presentations. Proficient in analyzing investment strategies and advising on retirement plans, with strong organizational and communication skills.

Highest-signal resume keywords

Investment ConsultingPortfolio ManagementClient Relationship ManagementPresentation SkillsInvestment Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ObjectivesAsset AllocationManager SelectionTotal Portfolio ManagementRequests For Proposal401k PlansDefined Contribution PlansPension Plans

Soft Skills

Organizational SkillsInterpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft OfficePowerPointExcel

Industry Keywords

Investment IndustryClient SuitabilityBusiness DevelopmentProject Management

About the role

Key responsibilities & impact

Advise institutional clients on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring
Present capital markets and performance updates to executive committees and stakeholders
Build portfolio recommendations for large and jumbo clients
Analyze participant demographics and investment menu structure
Manage project plans, timelines, and budgets
Drive business development by expanding existing relationships and cultivating new clients
Determine clients' requirements and brief the team
Maintain and expand client relationships
Ensure that specialist teams are involved in the provision of advice as appropriate
Peer review reports, adding client-specific information and ensuring client suitability
Direct the work of employees in a project team and coach/mentor junior colleagues
Lead efforts to market and expand the investment consulting business

Requirements

What you’ll need

Bachelor's degree required
At least 8 years' of related investment industry experience
Deep understanding of investments and retirement plans, including 401k, Defined Contribution and pension plans
Experience with total portfolio management
Experience responding to Requests for Proposal
Experience creating and delivering presentations
High level of proficiency in Microsoft Office, particularly PowerPoint and Excel
Excellent organizational, interpersonal, verbal and written communication skills

Benefits

Comp & perks

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs