Benefits:

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

Job Title: Institutional Consultant
Team: Institutional Advisory Service
Reports To: Managing Director, Institutional Advisory Services
Updated: 2025

Job Summary

Provides consultative investment advisory services to institutional clients—foundations, endowments, nonprofits, and retirement plans—across investment policy, asset allocation, manager selection, alternatives, and performance measurement. Also builds relationships with prospective clients and referral sources to support firm growth.

Key Responsibilities

Deliver exceptional client service and support business development through prospecting, COI engagement, and proposal generation.
Provide tailored investment advice aligned with each client’s goals.
Actively contribute to team thought leadership in institutional consulting and investments, with expertise in asset allocation, governance, philanthropy, investment/spending policies, capital structures, and regulations.
Offer strategic investment guidance consistent with Goelzer’s philosophy and outlook.
Maintain proactive relationships with clients, including boards and committees, and conduct regular portfolio reviews.
Collaborate with portfolio managers to ensure alignment with investment policies.
Assist in new business acquisition via RFPs, relationship expansion, and internal/external collaboration.

Work Experience / Knowledge

5–10 years with an investment advisory or consulting firm.
Business development or B2B sales experience preferred.
Strong background in institutional advisory and portfolio management.
Solid understanding of capital markets, asset classes, indices, alternatives, performance attribution, and analytics.
Skilled in presenting complex topics to boards and committees.

Skills / Attributes

Strong interpersonal, collaboration, and advisory skills.
High professionalism, ethics, and confidentiality.
Excellent analytical, quantitative, and communication abilities.
Passion for continuous learning and industry research.
Proficient in MS Office (Excel, PowerPoint); CRM experience preferred (Salesforce, Dynamics, etc.).
Detail-oriented, organized, and capable of producing high-quality work under pressure.
Demonstrates initiative, creativity, judgment, and poise.

Education

Bachelor’s degree required (preferred: Economics, Finance, Financial Planning, Statistics, Mathematics).
Coursework in Behavioral Sciences and Communications is a plus.
CFA, CIMA, or CAIA 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:

Trust: We earn and uphold confidence by acting in the best interests of those we serve.
Integrity: We choose the difficult right over the easy wrong.
Respect: We value and seek understanding among different perspectives.
Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
Commitment: We are unwavering in our dedication to exceeding expectations.

(if you already have a resume on Indeed)

Or apply here.

* required fields

First Name*

Last Name*

Email*

Phone*

Yes, Text Me!

I consent to receiving text messages about this hiring process and, if hired, future job related information from Goelzer Investment Management, Inc.

Message and data rates may apply. Message frequency varies. Reply STOP to opt out. Reply HELP for help. See our and Privacy Policy for details.

Get faster updates with texting!

Message and data rates may apply. Message frequency varies. Reply STOP to opt out. Reply HELP for help. See our and Privacy Policy for details.

Location

Address

City

States

ZIP Code

Resume/CV *

Type/Paste Text

Cover Letter

Type/Paste Text

Recent Job Title

Recent Employer

Highest level of education*

Are you willing and able to commute to our office?*

I was referred to this position by a current employee

Who referred you?

Employee Value Proposition

Professional Growth | Financial Security | Social Impact | Emotional Wellbeing | Physical Health

At Goelzer, we believe in enriching the lives of our clients, colleagues, and community, through an inclusive, respectful work environment, where outstanding contributions are rewarded, community impact is encouraged, and work-life balance is supported.

Professional Growth

Challenging and rewarding career paths that map the opportunity to advance to leadership positions. Every team member collaborates on their individual and professional growth, including program assistance to pursue degrees and professional designations.

Financial Security

Competitive base salary, meaningful incentives and uncapped earning potential to reward hard work. Culture of ownership through Employee Stock Ownership Plan (ESOP) in addition to 401(k) benefits. Financial planning and investment management assistance at your disposal.

Physical Health

Medical, Dental, Vision benefits. Life insurance. Employer paid long-term disability benefits. Health Savings Account with annual company contribution. Health Reimbursement Account to help during major health costs.

Emotional Wellbeing

Flexible, professional work environment with remote work oportunities. Adjustable work hours to accommodate childcare and family events. Access to quality time off with nine paid holidays on the New York Stock Exchange schedule. Employee assistance programs to help you bring your best-self to work.

Social Impact

Paid time off for Community Engagement Days to give back. Encouraged to get involved with community organizations by participating on boards and committees. Annual United Way charitable campaign and other regular employee engagement opportunities.