Customized Financial Solutions Expert

About the Role

We are seeking an Investment Solutions Analyst to join our team. As a key member of our US Growth Team, you will be responsible for supporting the development of custom solutions for clients, providing investment analysis, and assisting in various capacities with the primary goal of supporting our new business development and product development efforts.

• You will use your expanding knowledge of the retirement plan landscape to assist us in meeting client needs.
• Support the creation of customized client solutions that meet their unique requirements.
• Analyze market trends and create sales materials for proposals that deliver results.