Job Summary: The Institutional Consultant proactively fosters relationships with potential new clients and referral sources and provides consultative investment advisory services to existing clients across the areas of investment policy, asset allocation, manager selection, alternatives, and performance measurement.

Key Responsibilities: Responsible for expanding new business development through prospecting, nurturing relationships with COIs, and generating proposals consistent with firm strategies for business development.

Provide consultative investment advisory services based on an understanding of each client’s unique goals and objectives.
Be an active member of the Institutional Advisory Services Team that strives to be thought leaders in the broad areas of institutional consulting and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer’s competitive landscape.
Ensure effective and timely communication is provided to clients in a conscientious manner that aligns with client needs, firm standards, and industry expertise.
Provide clients with investment strategy and advice in accordance with Goelzer’s philosophy, current outlook, and policies.
Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with investment committees, Board of Directors, and staff on a periodic basis to review their portfolios.
Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment policy and Goelzer’s policies.
Comfortable presenting to boards of directors, investment committees, finance committees, and other groups.
Perform additional services as appropriate to meet and exceed each client’s needs and expectations, including custodial and investment manager searches and evaluation.

Work Experience / Knowledge:

Minimum of 5-10 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.
Broad familiarity with institutional advisory and portfolio management concepts.
Solid knowledge of the capital markets, broad asset classes and related indices, alternatives, investment structures, performance attribution, and analytical tools.
Demonstrated ability to present complex topics to boards and committees in an understandable manner.

Skills / Other Personal Attributes Required:

Excellent interpersonal, collaboration, and consultative investment advisory skills.
Dedication to professionalism, ethics, and confidentiality
Excellent analytical and quantitative skills (i.e., financial and data analysis).
Passion for the industry and a constant desire to continually learn and research relevant subject matter
Proficiency with MS Office: Advanced Excel and PowerPoint skills required,
Ability to quickly master the firm’s CRM is essential: experience with Salesforce, Microsoft Dynamics or similar is preferred.
Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:

Bachelor’s degree required: Economics, Finance, Financial Planning and Statistics & Mathematics preferred. Coursework in Behavioral Sciences and Communications is a plus.
CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.

With over 50 years of experience and more than $3.5 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.

Goelzer Investment Management, one of Indiana’s largest registered investment advisory firms, is proud to announce that it was named again as one of the Best Places to Work in Indiana, an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in our Best Place to Work in Indiana press release.

Our Core Values:

Integrity: Difficult right over the easy wrong.
Thoughtfulness: Thoughtful approach in all we do.
Positivity: Striving to provide positive outcomes and an awesome client experience.
Focus: We focus on what matters to you.
Growth: Individual growth and team success.

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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 & 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

Two paid Community Engagement Days per year to give back. Encouraged to get involved with community organizations by participating on boards and committees. Annual United Way charitable campaign. Regular employee engagement opportunities including DEI activities.