Institutional Consultant
Goelzer Investment ManagementCarmel, Indiana, United States
Posted March 13, 2026
Full Time
About the Company
Goelzer Investment Management is a seasoned investment advisory firm with more than five decades of experience and over $3 billion in assets under advisement. The firm specializes in proprietary investment and financial‑planning strategies designed to help affluent families and institutions achieve their long‑term goals. By combining deep market expertise with a client‑centric approach, Goelzer enables clients to Dream, Invest, and Live with confidence. Its long‑standing track record and customized solutions set it apart in the wealth‑management industry.
Job Description
The Institutional Consultant provides investment advisory services to institutional clients, with a primary focus on nonprofit organizations such as foundations and endowments, as well as a select group of corporate institutions. This role works closely with boards, investment committees, and senior leadership to deliver advice across investment policy, asset allocation, manager selection, alternatives, and performance measurement.
Requirements
- Expand new business development through prospecting, nurturing relationships with COIs, and generating proposals consistent with firm strategies for business development.
- Provide consultative investment advisory services based on an understanding of each client’s unique goals and objectives.
- Be an active member of the Institutional Advisory Services Team that strives to be thought leaders in the broad areas of institutional consulting and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer’s competitive landscape.
- Ensure effective and timely communication is provided to clients in a conscientious manner that aligns with client needs, firm standards, and industry expertise.
- Provide clients with investment strategy and advice in accordance with Goelzer’s philosophy, current outlook, and policies.
- Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with investment committees, Board of Directors, and staff on a periodic basis to review their portfolios.
- Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment policy and Goelzer’s policies.
- Comfortable presenting to boards of directors, investment committees, finance committees, and other groups.
- Perform additional services as appropriate to meet and exceed each client’s needs and expectations, including custodial and investment manager searches and evaluation.
Benefits
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Vision insurance
- 401(k) matching
- Dental insurance
- Paid time off
