Investment Specialist - RIA Channel

Key Responsibilities

• 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.

Qualifications & Requirements

• 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.