Senior Institutional Consultant

The Senior Institutional Consultant provides investment advisory services to institutional clients, including nonprofit organizations and corporate institutions. The role involves working closely with boards, investment committees, and senior leadership to deliver advice on investment policy, asset allocation, manager selection, and performance measurement.

Requirements

• 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.
• 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)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off