Consultant, Consulting Services Department
Job Description Summary:
Reporting to the Director of Consulting, the Consultant will be responsible for providing consulting services to assigned department clients. Such services include the preparation and filing of investment adviser registration documents, drafting of disclosure documents, conducting on-site compliance reviews of investment adviser firms, and providing consulting services on a variety of compliance and regulatory matters. The Consultant will provide assistance to Senior Consultants when required. Where applicable, the Consultant will oversee the work of department Associates. The Consultant will assist the sales department in prospective client calls and visits, as well as assistance with proposal writing. The Consultant will assist with desktop seminars and conference presentations and materials, and will participate in the development and maintenance of NRS products and services.
Key Responsibilities:
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