Careers at Callan

When you work for Callan, you’ll be part of a leading investment consulting firm that supports some of the largest, most sophisticated institutional investors in the U.S., including pension and defined contribution plans, endowments, foundations, insurance companies, and health care organizations. We’re looking for people of diverse backgrounds who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting.

Values: At Our Core

We follow eight core values while pursuing our mission to collaborate with each client to build tailored and lasting investment solutions.

  • Keep client interests No. 1
  • Exercise independent thought
  • Demand quality and integrity
  • Honor every commitment
  • Pursue innovation that matters
  • Lead through research and education
  • Collaborate and show collegial respect
  • Encourage each associate’s success

 

Meet our founder Ed Callan

“I view myself as a world citizen, having been born in Canada and traveled to over 40 countries. I also lived and worked in Hong Kong and Kuala Lumpur early in my career, which helped me experience what diversity and inclusion feels like. One way Callan demonstrates inclusion is by inviting all consultants to attend internal committee meetings, and this openness helps me feel more connected to the firm.”

Sara Hakim

Diversity & Inclusion: Listening and Learning

While Callan still has a lot to do to accomplish our diversity goals, it’s important to make clear that we are practicing what we preach. Through executive leadership and our Inclusion Committee, we’re listening, learning, and taking the steps necessary to make Callan a more equitable workplace. 

 

Employees collaborating

Community: Callan Cares

Making an impact in the communities where we live and work has been part of our company culture for nearly 50 years. Whether it’s through volunteering, donating our time, or advocating for what we believe in, we take pride in serving our communiites.

Open Positions

We’re looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting. If you’re interested in one of the positions listed, email us a cover letter and resume referencing the position.

Benefits: For You and Your Family

Cross icon

Dental and Vision Insurance

Callan pays 100% of your premium and 70% of the premium for spouse/domestic partner and/or eligible dependents.

Cross icon

Life Insurance

Callan offers company-paid life insurance equal to three times your annual salary and bonuses, up to $1,000,000.

Cross icon

Flexible Spending Accounts

You can set aside pre-tax funds annually to pay forhealth care expenses and child/dependent care expenses for you, your spouse/domestic partner, and/or eligible dependents.

Cross icon

Maternity/Paternity Leave

In addition to leave provided under federal and state laws, full-time employees are eligible for up to 4 weeks of paid maternity leave and 2 weeks of paid paternity leave for the birth or adoption of a child.

Cross icon

Medical Insurance

Callan pays 100% of the health care premium for benefit-eligible employees who elect the HMO or EPO, or 85% of the PPO. We pay 70% of the premium for spouse/domestic partner and/or eligible dependents.

Cross icon

Professional Designations

You are eligible for reimbursement for professional designation-related costs pertaining to your job, including registration fees, enrollment fees, review courses, books, and other study materials.

Cross icon

Profit Sharing

After one year of employment, you’ll be eligible for a company profit-sharing contribution. These contributions are immediately 100% vested immediately.

Cross icon

Retirement Plan

You can contribute to Callan’s401(k) and Roth 401(k) plans the day you start. The company matches your contributions at 25%, and the match is 100% vested immediately.

Cross icon

Tuition Reimbursement

Full-time and regular part-time employees are eligible for up to $2,500 tuition reimbursement for education courses related to their job.

Cross icon

Transit and Parking

You may set aside up to $265 pre-tax funds monthly for transit and/or parking.

See our office locations across the U.S.