Associate Consultant

Job Locations US-REMOTE | US-REMOTE

Job ID 2024-4075

Posted Date 2/6/2024

Department Operations

The Associate Consultant would support the firm's Consulting Group by managing the logistics involved in carrying out the client service model, focusing specifically on our retail clients. These responsibilities are varied and include at least the following:

Manage the day-to-day operational logistics for the firm's retail clients:
• Oversee the movement and investment of client assets.
• Be responsible for the accurate custodial account opening and maintenance on behalf of the clients.
• Create and run the periodic performance reports and other deliverables for clients.
• Appropriately handle inbound inquiries from clients.

• Manage client relationships in close conjunction with the Lead Consultant assigned to the client.
• Constant and open communication with the Consultants and clients to ensure deadlines are being met and action items are being completed.
• Help Consultants prepare for client meetings by ensuring all materials are completed and prepared in advance of the meeting.
• Proactively support the client in meeting prep arrangements, as well as post-meeting follow-up.

• Support the consulting group in organizational improvements that affect the firm and its clients.

• Must be a Registered Investment Advisor Representative. If not already registered, expected to pass the Series 65 or other qualifying certification in the first 90 days of employment
• Strong quantitative analysis skills in Microsoft Excel; Salesforce experience a plus
• Fluent in Microsoft Office a plus
• Mental flexibility required for a constantly changing, all hands-on deck start-up environment
• Strong organizational skills that allow you to optimize your time to be as efficient as possible
• Strong communication skills, specifically writing, including the ability to synthesize and effectively communicate complex ideas
• Strong problem solving, and critical and creative thinking skills; a proactive approach to solving problems
• Ability to work both collaboratively and independently in the office and remotely
• Detail-oriented, with high standards of performance
• Experience within the financial services industry would be beneficial, consideration will be given to those outside the financial services industry who have demonstrated effective organization and administrative skills

In addition to the qualifications listed above, this position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative boutique work environment. Candidates with a demonstrated interest in continued personal and professional growth would best fit the firm's culture. Specifically, a strong candidate demonstrates Syntrinsic's Core Values below:

• Empower all People
• Serve with Intensity
• Take Initiative
• Innovate
• Prove ourselves dependable

This Job Description is not a complete statement of all duties and responsibilities comprising this position. The anticipated posting period for this role is 2/6/2024-3/7/2024

#LI-JK1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off,Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the hiring range for this position is $60,000-$80,000. While this is the targeted range, final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2022 Inc. 5000's List of Fastest Growing Companies

• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022 Kansas City Business Journal's Best Places to Work
• 2021-2022 Los Angeles Business Journal's Best Places to Work
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category

• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
• 2021 Wichita Business Journal's Fastest Growing Companies List