Consulting Analyst – Defined Contribution

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm. The Consulting Analyst – Defined Contribution is responsible for providing analytical support and delivering accurate analysis for defined contribution clients.

Responsibilities

• Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations
• Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity
• Respond to consultant requests and conduct special projects or ad-hoc analyses as needed
• Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives
• Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations
• Attend client meetings in a supporting analytical role and respond to follow-up items as required
• Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner
• Leverage AI‑powered tools and analytics to improve efficiency, insight generation, and decision‑making across projects

Skills

• Bachelor's Degree or relevant work experience (Finance, Economics, Mathematics, or related field preferred)
• Entry-level experience welcome
• Proficiency in Microsoft Suite (Excel, PowerPoint, Word); experience with data visualization tools (e.g., Tableau, Power BI) is a plus
• Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting
• Thoughtful ability to establish rapport and build relationships
• Exceptional communication in a public setting with notable writing and presentation skills
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• Innovative, curious, and enthusiastic
• Detail-oriented with a high level of accuracy and organization
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging
• Passionate about working in an organization that values and promotes inclusion and belonging
• This role may travel up to 5% of the time for training and or business/events
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely
• Must be able to remain in a stationary position for up to 8 hours
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information
• The person in this position may at times need to move throughout the building to access different areas
• Ability to move equipment weighing up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities

Benefits

• Performance-based incentives
• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams
• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Company Overview