Raleigh-Durham, NC 27609

Post Date: 06/07/2018 Job ID: 4.23 1 KEF Industry: Employee Benefits & Retirement Services Pay Rate: $80,000 - $110,000


Board Room

  • Consult in tandem with Financial Advisors to develop strong relationships with high net worth and institutional retirement plan clients across the country (travel up to 50%).
  • As an investment subject matter expert, conduct presentations to sophisticated audiences including investment committees, C-level executives, etc.
  • Communicate complexities of investment reviews and fund selection.
  • Offer deliverable solutions.
  • Develop research content and training materials.
  • Assist in the development of RFPs.





  • 5+ years investment experience with high net worth and/or institutional retirement plans.
  • CFA or CFP designation desired (or on exam track).
  • Strong boardroom presentation and communication experience.
  • Strong experience with analytic tools (Morningstar, Bloomberg, etc.).
  • Ability to travel up to 50% nationally.
  • Passion for capital markets, asset allocation & portfolio construction!



Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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