Area Vice President: Investment Consulting

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

The Gallagher Investments and Fiduciary Services team applies its proven approach to traditional and alternative investments as both an advisor and a discretionary investment manager — including outsourced chief investment officer (OCIO) — over defined benefit plans, voluntary employees' beneficiary association (VEBA) plans, defined contribution plans, hybrid or "variable" pension plans, endowments, foundations, healthcare and religious portfolios. With a clear understanding of the benefits and risks to investment decisions, our services help make well-founded, informed investment choices for clients, including:

Investment Consulting provides a variety of high-quality services to clients through structured engagements. The Area VP - Consulting (REMOTE ROLE) will be responsible for Account Management and Client Consulting, including:

• Strategic setting of investment objectives, strategic asset allocation, performance measurement and evaluation, investment monitoring and reporting, custodian selection, transition advice, statements of investment policy and global research services.
• Primarily focused on providing investment consulting services for assigned client accounts or projects. Services client accounts through contributions to the collection, design, and refining of information for reporting, data analysis, and other activities essential to the needs of the client. 
• Produces quarterly performance reports, monthly performance reports, and compliance reviews, performing monthly investment performance calculations and reconciliation, and conducting qualitative and quantitative research; Peer group analysis, fund analysis and reporting, transfer/rebalancing examination, and asset allocation and asset/liability studies; Interacts with client's staff, custodian, investment managers, and attorneys; Proactively communicates with internal stakeholders to ensure high levels of client satisfaction.
• Will typically be the “checker” within the “do, check, review” process.
• Assists in the preparation of client invoices.
• May provide guidance to lower-level staff, but doesn’t typically have formal supervisory responsibility. Responsible for adjusting or recommending solutions in account and investment issues to solve problems or improve effectiveness of client solution. 
• Problems are typically solved through drawing from prior experiences, with analysis of the issue.
• Works under supervision and direction from more senior level roles.
• Works to achieve client and project targets with direct impact on client and department results.
• Works independently or with a team on larger, low to moderately complex client projects/ engagements.

Required:

• Bachelor’s degree; 3 years related experience.
• Knowledge of key aspects of finance and investment theory and practice and the ability to apply this knowledge to client work.
• Working knowledge of Microsoft Windows applications and MS Office.
• 20% travel

Desired: 5-10 years experience:

• Investment Consulting in one our more of our areas of expertise
• Client/Account management 
• CAIA or CFA certification/accreditation.

Work Traits:

• Demonstrates strong Financial acumen; Business acumen; Communication Skills; Analytical skills; Attention to detail.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.