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Support Implementation Solutions Group by conducting trust/custody due diligence, fee benchmarking, transition management analysis, custody fee database maintenance, and digital assets research; prepare reports and present findings; collaborate with clients and internal teams to improve operational efficiency.

Lead the Institutional Consulting Group; manage client relationships and grow membership; oversee team performance; support investment management education and research.

The Investment Consultant will manage client relationships, conduct investment research, assist in asset allocation, generate new business, and collaborate with internal teams to provide optimal advisory services.

Support consulting team with strategic planning, performance evaluation, plan implementation, client education, and new business development for institutional clients in investment consulting.