The Role
Lead the Institutional Consulting Group; manage client relationships and grow membership; oversee team performance; support investment management education and research.
Summary Generated by Built In
Callan is seeking a new team member to lead the Institutional Consulting Group (ICG) in one of the following Callan office locations: San Francisco headquarters, Atlanta, Chicago, Denver, Portland, or Summit, NJ. As a Senior Vice President at Callan, a leading independent investment consulting firm, you will have an opportunity to support some of the largest, most sophisticated investment management organizations in the world. We’re seeking someone with a strong knowledge of the institutional investment arena and investment management organizations, exceptional project management skills, intellectual curiosity, and a passion for building lasting relationships with clients and fellow Callan colleagues.
Please note: This position will be an office-based position, working a hybrid (office/home) schedule with approximately 1-3 days a week in the office.
What’s Unique About This Role?
Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the largest investment management organizations.
Callan’s Institutional Consulting Group is a trusted partner to the investment management community. ICG provides education and research through the Callan Institute, as well as analytical tools to investment manager clients. As manager of Callan’s ICG, you will oversee two professionals, and the group is collectively responsible for servicing approximately 150 investment manager clients.
Primary Duties
Prospective Clients/New Business Generation
· Represent Callan at industry events (e.g., AIMSE)
· Manage annual Callan Institute membership renewals with existing clients
· New Institute client membership development for membership growth
· Promote Callan College, Master Class, and Callan On Demand Education (CODE) sales
Client Responsibilities
· Support Institute clients and client use of Callan tools, research, and education. Develop proficiency in proprietary tools including PEP and CallanDNA to support and assist client use
· Proactive client outreach
· Attend Institute in-person events and interact with investment manager clients (Callan hosted conferences, workshops, etc.)
· Attend virtual Institute educational events and focus groups
· Respond to client informational requests
· Travel as needed to provide in-person industry trends and updates to clients
Team Management/Other
· Oversee the day-to-day functions of the ICG. Manage two team members including one senior consultant and one associate consultant
· Track metrics on Institute membership, as well as Callan College for Managers and Master Class attendance
· Track and maintain metrics on research requests
· Foster our collaborative and client-focused culture
· Coordinate across the ICG team, Callan’s Institute team, and broader Callan organization
· Host and participate in the “Callan College for Managers” and master classes. Provide support and education to attendees before and during sessions. Lead the {insert} session
· Host quarterly Market Intelligence calls for Institute clients including an interview segment with a subject matter expert
· Be an active voice and advocate for investment manager clients regarding Institute programming, research development, trends and areas of interest
Job Skills & Requirements
Skills:
· Knowledge of the capital markets in general and the institutional investment landscape and institutional investment managers in particular
· Success in client service and in developing client relationships
· Ability to communicate clearly, concisely and confidently verbally and in writing
· Ability to collaborate effectively on cross-functional teams in a collegial fashion
· Excellent organizational skills, strong attention to detail, and the ability to prioritize work
· Strong technical skills and knowledge of CRM systems, preferably Salesforce
Characteristics:
· Proactive, outgoing and client-service oriented
· Resourceful and ability to operate within a small to mid-size organization
· Responsive, detail-oriented and accurate with the ability to meet deadlines
· Emphasis on team over self
· Willingness and ability for travel to Callan events and, as needed, client meetings
Education and Experience:
· Bachelor’s degree required
· 10+ years of work experience preferred, particularly in the investment industry
· Management experience across cross-functional teams preferred
Compensation, Benefits & Training
At Callan, you can expect:
· A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
· Training for all Callan databases, research, and other systems
· Access to team-building events, community outreach opportunities, and wellness events
As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at www.callan.com.
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
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The Company
What We Do
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization
