Strategic Associate Vice President at Gallagher
Gallagher
Elevate your career as a Strategic Associate Vice President at Gallagher Benefit Services, focusing on innovative Retirement solutions. This role merges strategic consulting with hands-on client management. You will bring over 10 years of experience in institutional retirement plans to advise a diverse group of clients effectively. Your insights in investment, plan design, and compliance will help cultivate lasting relationships that drive success. Participate in business development and deliver educational seminars to foster knowledge and engagement among clients. Key Responsibilities:
- Act as Lead Consultant for assigned retirement clients
- Develop and maintain strong client relationships
- Conduct investment performance reviews and reporting
- Guide plan design and compliance communications
- Support cross-functional collaborations for integrated solutions
- 10+ years in investment consulting or retirement plans
- Bachelor’s degree in Finance, Mathematics, or related field
- Relevant certifications such as CFA or CFP are beneficial
- Strong analytical and communication skills
- Bilingual in French is advantageous
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