Investment Consultant - Atlanta

Join Callan's Southeast Fund Sponsor Consulting Group in Atlanta as an Investment Consultant. In this role, you will collaborate with institutional asset owners, providing expert advice on discretionary and non-discretionary investment strategies. You will manage client relationships, conduct thorough investment research, and lead strategic investment projec…

JOB ROLE: Associate ConsultantLOCATION: Atlanta office - Hybrid working model with in-office attendance expected at least 3 days a week.REPORTING TO: Consulting team - Performance ManagerJoin CMSPI and be part of an exhilarating transformation in the payments landscape. As payment volumes surge and options diversify, the complexity increases, placing retailers at the forefront of this evolution. At CMSPI, our mission is to revolutionize payments for merchants and retailers globally. We are a rapidly growing firm and the trusted payments advisor for Global 500 merchants, delivering significant cost savings, substantial sales growth, and enhanced strategies.As an Associate Consultant, you'll be integral to our Consulting team, leveraging your analytical skills to uncover optimization opportunities within our clients’ payment ecosystems. Collaborate with senior associates, engagement managers, and CMSPI leadership to understand and address our clients' business goals. Your insights will help navigate the complexities of their evolving payment frameworks, enabling us to provide impactful data insights that enhance their payment strategies and supplier relationships.This role offers a dynamic client-facing experience, allowing you to support CMSPI’s delivery teams in identifying, investigating, and presenting optimization initiatives to some of the most exciting brands worldwide. Enjoy the chance to rapidly advance your career while developing your commercial, technical, and leadership skills as part of an intelligent and vibrant global team.Key Responsibilities:Create high-quality deliverables to foster strong engagement with Fortune 500 companies.Conduct in-depth analyses of clients' complex payment data, review acceptance processes for key payment methods, benchmark key performance indicators, and provide industry insights to showcase CMSPI's expertise.Utilize CMSPI methodologies and your initiative to propose opportunities and improvements that clients can explore to optimize their arrangements, supported by comprehensive data analytics.Participate in client-facing projects, presenting findings and recommendations to drive payment optimization.

Callan is on the lookout for a motivated Associate Consultant to join our esteemed Fund Sponsor Consulting Group in Atlanta, GA. In this crucial role, you will assist our consultants in guiding clients through strategic planning, performance analysis, implementation of plans, educational initiatives, and business growth strategies. You will partner with specialized research teams to offer tailored solutions to a diverse range of institutional clients, including corporate and public retirement plans, endowments, foundations, and healthcare systems, whether on a discretionary or non-discretionary basis.We seek individuals with a robust interest in capital markets, outstanding project management capabilities, exceptional communication skills, and a genuine curiosity for learning. A commitment to building enduring client relationships and meticulous attention to detail are essential attributes for success in this position.This position offers a solid foundation for long-term career advancement. As you gain experience and take on additional responsibilities, there will be opportunities to evolve into an investment consultant role, managing client relationships directly.The position requires a hybrid work schedule, with three in-office days each week from Tuesday to Thursday.Callan values diverse perspectives and experiences, believing that they enhance our culture and effectiveness. You will collaborate with various teams across the organization and work with some of the most prestigious and complex clients nationwide to help achieve their investment objectives.

Join our innovative team at Sonsoft Inc. as a Lead Consultant, where you will leverage your expertise to drive impactful consulting solutions. In this role, you will collaborate with clients to understand their needs and deliver tailored strategies that enhance their operational efficiency and business outcomes. Your leadership will guide project teams to success, ensuring that we meet client expectations while adhering to best practices.

Join our dynamic team at Sonsoft Inc. as a QlikView Consultant! In this role, you will leverage your analytical skills and technical expertise to create data visualizations and business intelligence solutions that drive strategic decision-making. This is an excellent opportunity for individuals with a passion for data and a desire to work in a collaborative environment.

Join our dynamic team at info-ways as a ForgeRock Consultant. In this pivotal role, you will leverage your expertise in identity and access management to deliver innovative solutions that meet our clients' needs. You will work closely with clients to understand their requirements and provide tailored ForgeRock solutions that enhance security and user experience.

Join our dynamic team at Sonsoft Inc. as a MuleSoft Consultant. In this role, you will leverage your expertise in MuleSoft to deliver innovative solutions that enhance our clients' operational efficiency. Collaborate with cross-functional teams to design, develop, and implement integration solutions that meet our clients' needs.

Job Title: Principal ConsultantLocation: Atlanta, Georgia (hybrid working model) with an anticipated travel commitment of 40%, primarily within the U.S. International travel may occur based on client requirements. Remote work options are available for the ideal candidate.Reporting to: SVP, ConsultingPosition Overview: At CMSPI, we are transforming our client engagement strategy by empowering seasoned consulting leaders to take full ownership of strategic accounts. This role combines relationship management, commercial strategy, and delivery oversight. The Principal Consultant will deepen executive relationships, define account direction, ensure top-tier delivery, and expand CMSPI’s market presence by anticipating client needs and crafting solutions that yield measurable results.Core Responsibilities:Act as the primary relationship manager for a portfolio of key clients, establishing trusted advisor status and outlining long-term partnership strategies.Oversee all engagement deliveries within your accounts, ensuring adherence to methodologies, communication standards, risk management, scope control, and deliverables that meet consulting excellence.Maintain clarity among stakeholders and reinforce consistent delivery.Drive the commercial strategy for your accounts, from initial discovery through solution development, proposal crafting, negotiation, and closure.Provide insight-driven recommendations that enhance CMSPI’s relevance and impact.Identify and frame opportunities that align with client priorities, showcasing CMSPI’s capabilities to improve outcomes and broaden account engagement.Create multi-year account plans that integrate delivery performance, commercial objectives, relationship development, and pipeline strategies.Monitor progress and adapt strategies as necessary.Mentor and develop team members, enhancing their client-facing skills, providing structured feedback, and exemplifying high standards in delivery and commercial leadership.Collaborate with analytics, product, delivery operations, and commercial teams to ensure cohesive execution and a streamlined client experience, minimizing handoffs and fostering integrated ways of working.Keep track of financial health across accounts, including revenue, margin, pipeline strength, and delivery performance, using insights to inform prioritization and decision-making.Engage in continuous professional development and contribute to capability enhancement across the broader team.

Join CapTech as a Salesforce ArchitectCollaborate with clients on innovative, cross-functional projects to implement scalable Salesforce solutions throughout the entire Software Development Lifecycle (SDLC) using Agile methodologies.Act as a trusted technical advisor, overseeing architectural scope and ensuring alignment of technical solutions with business objectives.Effectively communicate with both technical and non-technical stakeholders, establishing clear expectations and guiding informed decision-making.Technical SolutionsLead the technical architecture and execution of Salesforce implementations, encompassing custom development, integrations, and data migration.Design enterprise-level Salesforce solutions, including Sales Cloud, Service Cloud, Experience Cloud, and relevant managed packages.Oversee and review integrations between Salesforce and external systems, including ERP platforms, financial systems, marketing tools, identity providers, and document management solutions.Define and support environment strategies, release management, and DevOps processes that align with enterprise delivery standards.Thought Leadership and Professional DevelopmentDevelop and execute a personalized professional development plan aimed at mastering Salesforce architecture and exploring emerging platform capabilities.Showcase technical thought leadership by contributing to architectural standards, best practices, and the creation of reusable accelerators.Mentor architects and developers through architecture reviews, community practices, and ongoing knowledge sharing.Engage in technical pre-sales activities, including solution design, estimations, and delivery scoping for potential clients.Gain exposure to a diverse array of clients, business models, and industry sectors.

ProSidian Consulting is seeking a dedicated Project Manager to join our dynamic team in Atlanta, Georgia. In this role, you will be responsible for overseeing and managing various environmental health projects, ensuring they are completed on time, within scope, and aligned with our high standards of quality.This is an excellent opportunity for individuals who possess strong leadership skills and have a passion for environmental health and sustainability. You will work collaboratively with a team of experts, driving initiatives that make a positive impact on public health.

Join our dynamic team at Sonsoft Inc. as an MSBI SSIS Consultant. In this role, you will leverage your expertise in Microsoft Business Intelligence (MSBI) and SQL Server Integration Services (SSIS) to provide data solutions that empower our clients to make informed decisions. You will work collaboratively with cross-functional teams to design and implement robust ETL processes, ensuring data integrity and performance.

Join our dynamic team at Sonsoft Inc. as a QlikView Consultant! We are seeking a motivated individual who is passionate about data visualization and analytics. In this role, you will be responsible for developing and implementing QlikView solutions that meet our clients' business needs. You will collaborate with cross-functional teams to gather requirements, design dashboards, and deliver actionable insights.

Join our team as an Ab Initio Consultant where you will play a key role in leveraging Ab Initio technology to drive data integration and analytics solutions for our clients. You will work closely with cross-functional teams to design, develop, and implement data processing systems that meet complex business requirements.

We are seeking a skilled Teradata Consultant to join our dynamic team at Sonsoft Inc.. In this role, you will leverage your expertise in Teradata to provide data solutions that drive business insights and decision-making. You will collaborate with cross-functional teams to gather requirements, design data models, and implement efficient ETL processes.

Join our dynamic team at Sonsoft Inc. as a QlikView Consultant. In this role, you will leverage your analytical skills to help clients harness the power of data visualization through QlikView. You will be responsible for designing and implementing effective solutions while collaborating closely with clients to understand their business needs and objectives.

Join our dynamic team at Sonsoft Inc. as a QlikView Consultant. In this role, you will leverage your expertise in QlikView to provide valuable insights and analytics solutions to our clients. You will work collaboratively to develop, implement, and optimize QlikView applications, ensuring they meet the analytical needs of our customers.

We are seeking a talented OpenGL Consultant to join our dynamic team at info-ways in Atlanta, GA. In this role, you will leverage your expertise in OpenGL technology to develop innovative graphics solutions that meet complex project requirements.As an integral part of our team, you will collaborate with cross-functional teams to enhance graphical applications, troubleshoot issues, and implement performance optimizations. If you are passionate about graphics programming and eager to contribute to exciting projects, we want to hear from you!

About Rebuilt:Rebuilt is an innovative private equity-backed real estate firm dedicated to creating mutually beneficial opportunities for property sellers seeking a seamless sales process, alongside real estate investors in search of high-yield investment properties. With a diverse portfolio that includes residential, multifamily, commercial, raw land, and mixed-use properties, Rebuilt has recently secured a $65 million Series A investment to accelerate its growth. Our mission is to expand geographically, strengthen our presence in established markets, and integrate valuable product offerings such as private lending, title & escrow services, and property management. Visit us at www.rebuilt.com to learn more about how we are leveraging exceptional local market expertise and cutting-edge technology to build a unique, vertically integrated real estate investment business.Join Our Licensed Agent ProgramRebuilt generates approximately 4,000 inbound leads each month from property sellers eager to sell their homes, and we need dedicated agents to assist with these inquiries.We are excited to launch our curated MLS inventory channel, which attracts over 50,000 investors ready to bid on properties, and we are seeking agents to represent them.We are looking for motivated agents in TN, OH, AL, GA, KY, PA, and TX to help kickstart our agent program.The ideal candidate will:Possess knowledge of real estate investing, ideally with experience in owning rental properties or flipping houses.Demonstrate persistence in follow-up; our data indicates that over 40% of leads convert to sales within the next 12 months.Be comfortable engaging with clients over the phone using our user-friendly Five9 phone system, which simplifies lead management.Recognize the potential in properties that may require renovations, understanding that these opportunities present significant value-add for investors.We aim to find inbound specialists who can converse with property owners to evaluate whether cash offers or listing their homes would be more beneficial for them.We also have roles for investor agents who assist clients in making offers on MLS-listed properties curated for the Rebuilt marketplace.

Join the dynamic team at Sonsoft Inc. as a Qlikview Consultant, where you will leverage your expertise in data visualization to enhance business insights. In this role, you will collaborate with cross-functional teams to design and implement effective Qlikview solutions that meet client needs.

Join our dynamic team at Sonsoft Inc. as an Ab Initio Consultant. In this pivotal role, you will leverage your expertise in data integration and management to drive business solutions. Your contributions will be vital in optimizing our data processing capabilities and enhancing our clients' operational efficiency.We are looking for innovative thinkers who are eager to collaborate and tackle complex data challenges. If you have a passion for technology and a commitment to excellence, we want to hear from you!