Hybrid Retirement Associate bei Clearstead Advisors LLC

Description

We are seeking a Retirement Associate in the Institutional Client Services group of our wealth management firm, located in Cleveland, Ohio. This important part of our team will support senior consultants in delivering investment advisory services to institutional clients, primarily focusing on the firm’s retirement plan clients.

This position offers work from home flexibility 2 days per week after initial training period.

In this position you will:

• Assist in the preparation of client materials such as quarterly presentations, performance reports, plan lineup analyses, fee benchmarking, and manager research and due diligence summaries.
• Communicate directly with clients to research and resolve client issues 
• Conduct data analysis and due diligence to support the development of investment recommendations and strategy reviews.
• Coordinate with internal teams (Investment Office, reporting, operations, compliance) to ensure timely and accurate delivery of client reports and materials.
• Help draft and update investment policy statements, meeting agendas, and client communications under the guidance of senior consultants.
• Monitor capital markets, manager updates, and regulatory developments to provide insights and support client relationships.
• Attend client meetings with senior consultants to take notes, track follow-ups, and assist in delivering a high-quality client experience.
• Contribute to internal projects and initiatives, including RFP responses, marketing materials, and process improvements across the institutional consulting team.
• Complete other duties as assigned.

Requirements

The successful candidate will have:

• Undergraduate degree in business, finance, or related field required
• 1-3 years of experience at a professional services firm (Investment, Legal, Accounting or Banking)
• Ability to organize and manage multiple priorities
• Strong computer proficiency (e.g. Microsoft Office Software, Adobe, Outlook)
• Salesforce experience a plus
• Ability to think and learn quickly in fast-paced environment
• Excellent interpersonal and communication skills
• Strong team player

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from individuals from all diverse backgrounds. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. 

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. 

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.