Senior Vice President – Institutional Consulting

Role Overview

• 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
• 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
• 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

Requirements

• Bachelor’s degree required
• 10+ years of work experience preferred, particularly in the investment industry
• Management experience across cross-functional teams preferred
• 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

Benefits

• 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