Investment Consultant at Bolton Partners Inc

Towson, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

139000.0

Posted On

05 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Consulting, Fiduciary Guidance, Public Sector, Taft-Hartley, Fee Benchmarking, Investment Lineup Evaluation, Manager Searches, Investment Policy Statements (IPS), Performance Measurement, Vendor Searches, RFP Processes, Fiduciary Best Practices, Client Relationship Building, Governance Structures, QDIA Evaluations, Prudent Governance

Industry

Financial Services

Description

Description Job Title: Investment Consultant Salary: $93,000 - $139,000 Department: ICG FLSA Status: Exempt Location: Towson, MD About Bolton Bolton is an independent, full-service consulting firm with more than four decades of experience delivering actuarial, benefits, investment, compensation, communications, and HR consulting. Bolton’s Investment division provides fiduciary-focused advisory services to corporate, public sector, and multi-employer defined benefit and defined contribution plans, backed by national presence and technical excellence. The firm is recognized for its integrity, client-first approach, and deep domain expertise. Position Overview We are seeking an experienced Investment Consultant to join the Bolton Investment Consulting Group in Towson, MD. The ideal candidate will bring a strong foundation in investment consulting, especially in the public sector and/or Taft-Hartley environment. A minimum of 10+ years of retirement plan experience, and proven investment acumen is required. This position requires the candidate to have their series 65 license or CFA designation and may require up to 35% travel. Key Responsibilities: Deliver investment consulting and fiduciary guidance to sponsors of retirement plans (especially within public sector and/or Taft-Hartley (multi-employer union) environments). Oversee plan reviews, perform fee benchmarking, evaluate investment lineups, and execute manager searches. Lead the development and ongoing monitoring of Investment Policy Statements (IPS), focusing on prudent governance and plan objectives. Support performance measurement and monitoring—producing insightful reports comparing funds to benchmarks and peers. Engage in vendor searches and RFP processes for investment managers, platform providers, and fiduciary support services. Provide education and training on fiduciary best practices, governance structures, and litigation risk mitigation. Assist with provider searches, QDIA evaluations, and plan governance. Build and nurture long-term client relationships, representing Bolton’s values of independent thought, integrity, and excellence. Requirements Qualifications Minimum 5 years of retirement plan consulting experience. Demonstrated investment acumen, including substantive experience in IPS development, manager evaluation, performance monitoring, and fiduciary guidance. Hands-on experience serving public sector and/or Taft-Hartley clients is highly preferred. Experience with corporate plans is a strong plus. Deep understanding of regulatory, litigation, and fiduciary risk issues in retirement plans. Excellent communication and client engagement skills, with ability to translate technical insights into actionable guidance. Ability to work collaboratively in an entrepreneurial, values-driven environment. Why Bolton? A respected firm with a proven track record delivering independent, high-quality investment consulting to diverse retirement plan clients. Purpose-driven culture that emphasizes technical excellence, fiduciary integrity, and long-term client partnerships. Opportunity to consult across a varied client base, including public agencies, multi-employer (Taft-Hartley), corporate, healthcare, and nonprofit plans. Exposure to sophisticated investment strategies and governance frameworks—contributing meaningfully to plan strength and participant outcomes. Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends. Bolton is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Responsibilities

The consultant will deliver investment consulting and fiduciary guidance to retirement plan sponsors, focusing on public sector and Taft-Hartley environments. Key duties include overseeing plan reviews, fee benchmarking, evaluating investment lineups, executing manager searches, and developing Investment Policy Statements.