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. The Institutional Consultant supports both existing clients and prospective relationships through a fiduciary-focused, consultative approach aligned with Goelzer's investment philosophy.
Key responsibilities include expanding new business development through prospecting, nurturing relationships with COIs, and generating proposals consistent with firm strategies for business development. The role also involves providing consultative investment advisory services based on an understanding of each client's unique goals and objectives, ensuring effective and timely communication is provided to clients in a conscientious manner that aligns with client needs, firm standards, and industry expertise, and maintaining an ongoing, responsive, and proactive relationship with each client.
Work experience and knowledge required include a minimum of 5-7 years of experience with an investment advisory or consulting firm, experience in business development or B2B sales highly desired, relevant experience in institutional advisory and consulting is strongly preferred, and broad familiarity with institutional advisory and portfolio management concepts.
Skills and other personal attributes required include excellent interpersonal, collaboration, and consultative investment advisory skills, dedication to professionalism, ethics, and confidentiality, excellent analytical and quantitative skills, passion for the industry and a constant desire to continually learn and research relevant subject matter, proficiency with MS Office, ability to quickly master the firm's CRM, excellent communication skills, organizational skills, and keen attention to detail.
Education required includes a bachelor's degree: economics, finance, financial planning and statistics & mathematics preferred. CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.
With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our core values include trust, integrity, respect, thoughtfulness, and commitment.
Institutional Advisor • Carmel, IN, United States
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