Senior Vice President

Gallagher • Framingham, MA

1d • Hybrid

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Investment Consulting provides a variety of high-quality services to clients through structured engagements.
These services include:
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, typically of a large or highly complex nature.
As recognized masters in investment consulting, role incumbent(s) are seen as active thought leaders in the market and manages and delivers complex practice/research area work and client projects. Efficiently manages internal resources, escalating issues as needed, to allow for effective handling of multiple projects for multiple clients simultaneously; Aids in achieving revenue goals and participates in new business presentations as needed; Oversees investment and investment manager research and/or research into operational tools and systems.
May serve as a mentor or guide to other professionals within the investment consulting family.
Serves as a point of escalation for client and account issues.
Creates account strategies and influences project plans.
May act as a formal supervisor where required by regulation.
Acts a proposition lead.
Responsible for making significant recommendations or implementing solutions to enhance returns, better manager risks and improve client satisfaction using significant conceptualizing, reasoning and interpretation.
Conducts extensive investigation to understand root cause of problems.
Problems span a wide range of difficult and unique issues across multiple assets/investments and client accounts.
Implements strategic goals established by functional leadership. May lead client project/ engagement teams.
May formally train junior staff.

Requirements

• Bachelor's degree
• 8 years related experience
• Able and willing to travel up to approximately 25% of the time, where required by role.
• Strong knowledge of finance and investment theory and practice and the ability to apply this knowledge to client work.

Nice To Haves

• MBA or FIA/FFA/CFA certification/accreditation.

Responsibilities

• Providing investment consulting services for assigned client accounts or projects, typically of a large or highly complex nature.
• Managing and delivering complex practice/research area work and client projects.
• Efficiently managing internal resources, escalating issues as needed, to allow for effective handling of multiple projects for multiple clients simultaneously.
• Aiding in achieving revenue goals and participating in new business presentations as needed.
• Overseeing investment and investment manager research and/or research into operational tools and systems.
• Serving as a mentor or guide to other professionals within the investment consulting family.
• Serving as a point of escalation for client and account issues.
• Creating account strategies and influencing project plans.
• Acting as a proposition lead.
• Making significant recommendations or implementing solutions to enhance returns, better manager risks and improve client satisfaction using significant conceptualizing, reasoning and interpretation.
• Conducting extensive investigation to understand root cause of problems.
• Implementing strategic goals established by functional leadership.
• Leading client project/ engagement teams.
• Formally training junior staff.

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Executive