Callan

Senior Vice President – Institutional Consulting

Callan

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • Colorado • United States

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Salary

💰 $200,000 - $225,000 per year

Job Level

Senior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client servicemembership developmentmetrics trackingresearch requests managementproficiency in PEPproficiency in CallanDNAinvestment managementcapital markets knowledgeCRM systems knowledgeSalesforce
Soft Skills
communicationcollaborationorganizational skillsattention to detailprioritizationclient relationship developmentleadershipproactive outreachadvocacyteam management
Certifications
Bachelor’s degree