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Consultant

Cap Strat Advisory

in Remote / Villa Park IL

Logo for Cap Strat Advisory

CAP STRAT growing and looking to hire a Consultant

  • Are you a go-getter seeking to create your own career path within the financial industry?
  • Are you a strong Consultant who excels in both communication and analysis?
  • Do you have a commitment to excellent client service and relationship building skills?
  • Want to be part of a unique, creative and smaller team culture who gives back to the community?
  • If this sounds like you, this might be the opportunity you’ve been looking for! 

Due to our continued growth, CAP STRAT (Capital Strategies Investment Group) is searching for a Consultant to partner with our institutional clients to carry out the oversight of their retirement plans.

Who are we?

CAP STRAT is an investment advisory firm providing fiduciary investment advisory, private wealth and asset management services to institutional and individual investors. We are a registered investment advisor with the SEC conveniently located in near west suburban Oak Brook, close to major expressways.   As an organization we also give back to the community by supporting a number of organizations whose initiatives inspire us.  We do this both financially and through sweat equity – actively involved in their programming, activities and events. For more information about us please visit us at www.capstratig.com.

What is it like to work at CAP STRAT?

What is unique about our employee culture is we are smaller and less hierarchical than some other organizations.  As a result of this, we promote and allow our employees the flexibility to grow and the opportunity to build their career path within our company which is very exciting!

What is the opportunity?

Reporting to the Director of Strategy and Investment Research, our Consultants provide relationship support to our clients, acting as a primary point of contact for day-to-day activities such as meeting coordination (scheduling, planning agenda, developing and issuing materials and minutes), oversight of projects, tasks, and follow up request, and facilitation of communication inside and outside CAP STRAT.

More specifically, Key duties include but not limited to the following:

  • Conducting research and analysis with respect to retirement and investment industry trends and individual plan activity
  • Managing projects on behalf of clients, including coordination within CAP STRAT team members, client contacts, and third-party contacts.
  • Working with CAP STRAT team members to formulate recommendations
  • Build, maintain, and share subject matter expertise with CAP STRAT team members and clients. Subject mater expertise might include investments, retirement plan governance, retirement plan design and benefit strategy, management of third-party service providers, plan administration, employee education, and legal / regulatory / compliance considerations
  • Ownership of service delivery to individual clients as assigned.

Interviews:  First round interviews will be virtual.  Second round interviews will be in person.  

Job Location:  We offer a flexible work arrangement both in office (Oak Brook, IL and remote)

What experience and competencies are required?

  • BS or BA Degree or equivalent amount of experience is required
  • Five plus years client service and/or relationship management experience
  • Financial industry experience preferred
  • Possess a professional demeanor with a demonstrated interest in client services
  • Proven ability to make positive contributions by going above and beyond
  • Demonstrated effective oral and written communication skills  
  • Strong analytical thinking skills, both quantitative and qualitative 
  • Excellent attention to detail  
  • Ability to work independently and in a team setting  
  • Strong time management and organizational skills
  • Ability to meet multiple deadlines in a fast-paced environment
  • Experience in using MS Office, specifically Excel, Word, PowerPoint, SharePoint, and Teams

What’s in it for me?

  • Healthcare Reimbursement Program
  • Paid Holiday and Vacation Time
  • 401k
  • Being part of a very unique and creative team-orientated culture
  • Professional Development Opportunities

Qualified candidates please submit your resume by clicking the apply button. 

Capital Strategies is an Equal Opportunity Employer

Key Words:  Consultant, Retirement Consultant, Institutional Consultant, Institutional Investment Consultant, Advisor, Retirement Advisor, Retirement Analyst, Benefit Consultant, 401(k), Benefit Plan Administration, Pension Consultant, Actuary, Relationship Management

How to Apply

Apply Now


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