Institutional Consulting Group - Senior Vice President and Manager

Senior Vice President, Institutional Consulting GroupCallan 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.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 DutiesProspective Clients/New Business GenerationRepresent Callan at industry events (e.g., AIMSE)Manage annual Callan Institute membership renewals with existing clientsNew Institute client membership development for membership growthPromote Callan College, Master Class, and Callan On Demand Education (CODE) salesClient ResponsibilitiesSupport 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 useProactive client outreachAttend Institute in-person events and interact with investment manager clients (Callan hosted conferences, workshops, etc.)Attend virtual Institute educational events and focus groupsRespond to client informational requestsTravel as needed to provide in-person industry trends and updates to clientsTeam Management/OtherOversee the day-to-day functions of the ICG. Manage two team members including one senior consultant and one associate consultantTrack metrics on Institute membership, as well as Callan College for Managers and Master Class attendanceTrack and maintain metrics on research requestsFoster our collaborative and client-focused cultureCoordinate across the ICG team, Callan's Institute team, and broader Callan organizationHost and participate in the "Callan College for Managers" and master classes. Provide support and education to attendees before and during sessions. Lead the {insert} sessionHost quarterly Market Intelligence calls for Institute clients including an interview segment with a subject matter expertBe an active voice and advocate for investment manager clients regarding Institute programming, research development, trends and areas of interestJob Skills & RequirementsSkills:Knowledge of the capital markets in general and the institutional investment landscape and institutional investment managers in particularSuccess in client service and in developing client relationshipsAbility to communicate clearly, concisely and confidently verbally and in writingAbility to collaborate effectively on cross-functional teams in a collegial fashionExcellent organizational skills, strong attention to detail, and the ability to prioritize workStrong technical skills and knowledge of CRM systems, preferably SalesforceCharacteristics:Proactive, outgoing and client-service orientedResourceful and ability to operate within a small to mid-size organizationResponsive, detail-oriented and accurate with the ability to meet deadlinesEmphasis on team over selfWillingness and ability for travel to Callan events and, as needed, client meetingsEducation and Experience:Bachelor's degree required10+ years of work experience preferred, particularly in the investment industryManagement experience across cross-functional teams preferredCompensation, Benefits & TrainingAt 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 moreTraining for all Callan databases, research, and other systemsAccess to team-building events, community outreach opportunities, and wellness eventsAs 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.$200,000 - $225,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.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.