Senior Investment Consultant
Alan Biller and Associates - Menlo Park, CA

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We are one of the largest independent fiduciary consulting firms in the Western United States, responsible for more than $70 billion in all asset classes, serving as fiduciaries for all of our retainer clients, and specializing in helping clients make the best informed decisions and solve novel and difficult problems.

We are seeking a highly motivated Senior Investment Consultant to join our team. Alan Biller and Associates has been growing at 15+ percent per year—all through referrals—and offers one of the lowest consultant-to-client ratios in the business. Our consultants pride themselves on consistently exceeding our clients’ expectations and delivering the best academic thinking tempered with sound judgment.

Responsibilities:
  • Serve as the face of the firm for your clients and the service providers, money managers, and custodian bankers that work with them
  • Act as the key facilitator among all parties involved in any investment-related issue
  • Develop and nurture strong relationships with the trustees, money managers, attorneys, administrators, and other decision makers for each account, and keep them informed about their portfolios and other related issues

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