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Senior Consultant, West Coast Region at Segal Group Inc

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Glendale, California

Job Description:

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and...nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.



We are seeking a Sr. Consultant, West Coast Region,(location is flexible) to support client growth in the region. The position involves assisting multiemployer sponsors and trustees of pension funds, health funds, and annuity funds. Assist clients in making prudent decisions regarding the investment of the funds under its care. 

To successfully fulfill this role the Senior Consultant must be able to:


  • Provide investment advice to a wide range of institutional clients on both traditional and cutting edge investment topics ranging from asset allocation and the development of investment policy to alternative investment strategies and their successful implementation.

  • Manage all aspects of these consulting relationships, both external and internal, including defining objectives, asset allocation, investment policy, manager research and performance evaluation.

  • Build strong relationships with clients, prospects and internal colleagues.

  • Organize and lead efforts to aggressively market the firm’s services to expand our business.

  • Present expert level knowledge of core, strategic and alternative investment strategies.

  • Maintain marketplace visibility through both written and verbal presentations within the industry.

  • Master’s degree in finance, business, economics or related discipline or BA/BS degree in same.  A CFA charter or enrollment in the CFA program is a plus.

  • Ten or more years of investment experience with at least five years working with plan sponsors

  • Ability to travel to client sites and meetings as necessary

  • Ability to market firms services to existing and new clients

  • Proven management skills in leading large complex projects

  • Strong analytical, organizational, communication and listening skills with attention to detail

  • Ability to manage, motivate and mentor a team of junior-level staff

  • Willingness to adapt to a constantly changing work environment and challenging travel schedule

Affirmative Action/Diversity Inclusion at Segal:
At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.