Director - Investment Consulting

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

Investment Consulting provides a variety of high-quality services to clients through structured engagements. These services include:

• Strategic setting of investment objectives
• Strategic asset allocation
• Performance measurement and evaluation
• Investment monitoring and reporting
• Custodian selection
• Transition advice
• Statements of investment policy
• Global research services

Primarily focused on supporting colleagues in providing investment consulting services for assigned client accounts or projects, typically preparing first draft of advice. As an experienced team member, role incumbent(s) provide proactive and creative investment support to clients and manage daily interaction with clients and/or other related service providers in relation to business-as-usual matters. Contributes as a member of the Manager Research team (or delegated specific responsibilities), manages and delivers practice/research area work and conducts investment and/or investment manager research, including alternatives research; oversees the preparation of detailed, quality financial analysis under client-driven deadlines; develops and maintains subject-matter expertise in specific areas; shares knowledge effectively within the project team and externally with clients. Influences project plans. Assists in the preparation of client invoices. Responsible for making recommendations or implementing solutions to enhance returns, better control risks and improve client satisfaction. Problems and issues faced may be difficult and require understanding of a broader set of issues. Problems are typically solved through drawing from prior experience and analysis of issues. Works independently under limited supervision. Works to achieve client and project targets with significant impact on function level results. Works independently or with a team on larger, moderate to complex client projects/engagements. May train new team members.

About You

Required:

• Bachelor's degree; 5 years related experience.
• Able and willing to travel up to approximately 25% of the time, where required by role.

Desired:

• MBA or FIA/FFA/CFA certification/accreditation.

Work Traits:

• Collaborates and works effectively with colleagues.
• Demonstrates strong Financial acumen; Business acumen; Project management skills; Communication skills; Analytical skills; Attention to detail.

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength.

Gallagher is Disability Confident and committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities; if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. If you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, colour, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.