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Role Overview
Hartford Funds’ Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated analysis, education, and thought leadership to both internal partners and external clients.
Within ICG, the Investment Specialist – RIA Channel plays a critical, client-facing role, partnering closely with distribution teams to drive asset growth and deepen client relationships. This specialist will focus on Registered Investment Advisors (RIAs), providing advanced portfolio construction guidance, customized analytics, and market insights tailored to the unique needs of the RIA community.
The role also involves elevating ICG’s presence as a trusted thought leader, serving as a subject matter expert across Hartford Funds’ product suite, the competitive landscape, and evolving capital market and asset allocation trends.
Key Responsibilities
- Deliver highly customized investment analyses to RIA clients and prospects, including performance evaluation, holdings-based diagnostics, attribution analysis, and portfolio optimization strategies.
- Partner with advisors to design and refine model portfolios, incorporating best practices in asset allocation, manager selection, and risk management.
- Lead investment discussions and reviews with RIAs and key intermediaries, supporting business development efforts and helping drive net asset flows within the territory.
- Develop deep expertise in the competitive landscape to effectively position Hartford Funds as either a replacement or complement within client portfolios.
- Partner with sales, marketing, product, and sub-advisors to deliver cohesive messaging, actionable insights, and innovative client solutions.
- Represent ICG as a subject matter expert through presentations, content development, and client-facing insights on markets, portfolio strategy, and industry trends.
Qualifications & Requirements
- 5+ years of experience in asset management, wealth management, or institutional consulting, with a strong preference for RIA channel exposure.
- CFA designation or progress toward completion strongly preferred.
- Deep understanding of capital markets, portfolio construction, asset allocation, and trends impacting RIAs and the broader advisory ecosystem.
- Demonstrated ability to translate complex investment data into clear, actionable insights. Experience with tools such as FactSet, YCharts, Morningstar Direct, and Salesforce preferred.
- Exceptional presentation and storytelling abilities, with experience engaging sophisticated advisor audiences.
- Strong team orientation with the ability to influence across functions and contribute to a high-performance culture.
- Self-starter with a proactive, solutions-oriented approach and a strong sense of accountability for results.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$120,000 - $150,000Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits
Skills Required
- 5+ years experience in asset management, wealth management, or institutional consulting (RIA channel exposure preferred)
- Deep understanding of capital markets, portfolio construction, and asset allocation
- Ability to translate complex investment data into clear, actionable insights
- Exceptional presentation and storytelling abilities for sophisticated advisor audiences
- Experience engaging cross-functional teams and influencing stakeholders
- Self-starter with proactive, solutions-oriented approach and accountability for results
- CFA designation or progress toward completion
- Experience with FactSet, YCharts, Morningstar Direct, and Salesforce
The Hartford Financial Services Group, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Hartford Financial Services Group, Inc. and has not been reviewed or approved by The Hartford Financial Services Group, Inc..
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Retirement Support — A 401(k) with matching plus an additional company contribution, alongside an employee stock purchase plan and no‑cost financial planning, signals robust long‑term savings support. HSAs/FSAs and related financial tools further strengthen overall financial well‑being.
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Leave & Time Off Breadth — At least 25 days of PTO to start, options to buy or roll over time, and paid parental leave indicate broad time‑off support. Paid leave for organ and bone marrow donation and generous disability coverage extend protection for significant life events.
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Healthcare Strength — Multiple medical, dental, and vision options with the company covering most medical and dental premiums reflect strong core health coverage. Wellness programs, fitness reimbursements, well‑being credits, and accessible behavioral health services expand depth and accessibility.
The Hartford Financial Services Group, Inc. Insights
What We Do
Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy
