Vice President responsible for strategic direction and client relationship management at The Herald Group, a public affairs firm. Overseeing execution of client programs in a fast - paced environment.
About the role
- Senior Vice President at Callan leading Institutional Consulting Group with significant investment management responsibilities. Requires strong project management skills and a passion for client relationships.
Responsibilities
- 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
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