
Senior Institutional Investment Consultant
Goelzer Investment Management, Carmel, IN, United States
A leading investment advisory firm in Indiana is seeking an Institutional Consultant to deliver investment advisory services to institutional clients, particularly nonprofit organizations. The role involves providing consultative services based on client goals, ensuring effective communication, and maintaining proactive client relationships. Candidates should have 5-10 years of experience, preferably in institutional advisory, with excellent analytical and interpersonal skills. A bachelor’s degree in a relevant field and CFA or similar designation are highly desirable.
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