Investment Specialist – RIA Channel

The Hartford

Investment Specialist focusing on Registered Investment Advisors at Hartford Funds. Delivering custom investment analyses and collaborating with advisors for effective portfolio strategies.

Posted 6/23/2026full-timeWayne • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Deliver highly customized investment analyses to RIA clients and prospects, including performance evaluation, holdings-based diagnostics, attribution analysis, and portfolio optimization strategies.
Partner with advisors to design and refine model portfolios, incorporating best practices in asset allocation, manager selection, and risk management.
Lead investment discussions and reviews with RIAs and key intermediaries, supporting business development efforts and helping drive net asset flows within the territory.
Develop deep expertise in the competitive landscape to effectively position Hartford Funds as either a replacement or complement within client portfolios.
Partner with sales, marketing, product, and sub-advisors to deliver cohesive messaging, actionable insights, and innovative client solutions.
Represent ICG as a subject matter expert through presentations, content development, and client-facing insights on markets, portfolio strategy, and industry trends.

Requirements

What you’ll need

5+ years of experience in asset management, wealth management, or institutional consulting, with a strong preference for RIA channel exposure
CFA designation or progress toward completion strongly preferred
Deep understanding of capital markets, portfolio construction, asset allocation, and trends impacting RIAs and the broader advisory ecosystem
Demonstrated ability to translate complex investment data into clear, actionable insights
Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred
Exceptional presentation and storytelling abilities, with experience engaging sophisticated advisor audiences
Strong team orientation with the ability to influence across functions and contribute to a high-performance culture
Self-starter with a proactive, solutions-oriented approach and a strong sense of accountability for results.

Benefits

Comp & perks

Other rewards may include short-term or annual bonuses
long-term incentives
on-the-spot recognition

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment analysisperformance evaluationholdings-based diagnosticsattribution analysisportfolio optimizationasset allocationmanager selectionrisk managementcapital marketsportfolio construction

Soft Skills

presentation skillsstorytellingteam orientationinfluencingproactivesolutions-orientedaccountabilitycommunicationbusiness developmentclient engagement

Certifications

CFA designation