Senior Investment Consultant - Advisor & Strategist
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Callan, a leading investment consulting firm, seeks a Senior Investment Consultant to work with institutional asset owners on discretionary or non-discretionary bases. You will manage client relationships, perform investment research, and lead strategic projects while collaborating with Callan's research groups.
You will engage with diverse clients across retirement plans, endowments, foundations, and healthcare systems, delivering asset allocation, manager research, and performance monitoring
We invite applications for the Senior Investment Consultant
- Trusted Advisor & Strategist position located in San Francisco, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Investment Consultant
- Trusted Advisor & Strategist role in the description above.
We appreciate your interest in this position.
Join Callan and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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