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Reposted 3 Days AgoSaved
Hybrid
San Francisco, CA, USA
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Fintech • Payments • Financial Services
Serve as a senior consultant advising institutional asset owners on asset allocation, manager selection, implementation, monitoring, and client education. Manage client relationships, lead manager searches, conduct research and strategic projects, support new business development, collaborate with specialty research groups, and mentor junior staff. Work hybrid from designated offices and travel for client meetings.
Reposted 3 Days AgoSaved
Hybrid
San Francisco, CA, USA
100K-150K Annually
Senior level
100K-150K Annually
Senior level
Fintech • Payments • Financial Services
Serve as a trusted adviser to institutional asset owners, managing client relationships, conducting investment research, advising on asset allocation and manager selection, monitoring performance, leading manager searches, supporting client education, and generating new business. Work collaboratively across Callan teams and present findings to clients and prospects. Hybrid role with client travel and firm events.
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