Investment Specialist - RIA Channel

Role Overview

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

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.

About Us

We believe every day is a day to do right. And that belief has guided us for over 200 years. Showing up for people isn’t just what we do, it’s who we are. We’re devoted to finding innovative ways to serve our customers, communities and employees – continually asking ourselves what more we can do.

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Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $120,000 - $150,000

EEO Statement

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age