3+ years of experience in financial services, asset management, or related fields.
Knowledge of private markets is advantageous.
Familiarity with best practices in consultant or client relationship management.
Bachelor's or Master's degree, or equivalent qualifications.
Industry certifications like CFA or CAIA are a plus but not mandatory.
Excellent written and verbal communication skills.
Willingness to obtain FINRA licenses (Series 7, 63) promptly.
Responsibilities
Support consultant and client relationships to enhance satisfaction and business growth.
Maintain consultant-related data quality and accessibility, including CRM database management.
Create timely content for consultants and respond to their queries.
Plan and execute consultant interactions, producing necessary materials and attending meetings as needed.
Provide operational support for GCR through data gathering and project assistance.
Benefits
Opportunity to work in a dynamic, fast-paced environment.
Collaborative team culture with a focus on relationship building.
Access to professional development and industry certifications.
Engagement with a global team and diverse client base.
Full Job Description
Job Description
The Role
As a member of the Global Consultant Relations (GCR) team within Global Client Solutions (GCS), work closely with the Head of North America Consultant Relations and the whole of GCR, globally, in supporting consultant engagement efforts.
Support existing consultant and client relationships, with high levels of consultant and client satisfaction, to help retain and grow the business. Collaborate across GCS to deliver on the firm's growth agenda. Ensure compliance with all regulatory requirements across the NAM business.
Maintain the quality, integrity and accessibility of consultant-related data across the business. Including capturing consultant insights and feedback, and accurate maintenance of the CRM database.
Lead on creating relevant and timely content for consultants, responding to consultant queries and support consultant research-related activities.
Support the planning, preparation and execution of consultant interactions, produce accurate and timely consultant and client materials, including meeting attendance as appropriate.
Provide operational support for GCR, including data gathering and internal project support.
Your Background and Experience
3+ years' relevant experience, gained in a professional environment within financial services, asset management, consultant relations, direct sales, investor relations, relationship management or similar.
Some knowledge of private markets is a plus
Familiarity with best practices in developing, managing and deepening consultant or client relationships
Bachelor or Master's degree, or equivalent level qualifications
Industry certifications e.g., CFA or CAIA a plus but not required
Able to demonstrate excellent written and verbal communication skills
FINRA licenses (Series 7, 63) or willingness to acquire them in a timely manner
Demonstrate ability to work in a fast-paced environment where task execution is expected at the highest standards
Ability to prioritize and effectively manage time to meet demanding deadlines
Proactive attitude in anticipating requirements
Strong knowledge of, and curiosity about, private markets, products and institutional clients
Business Knowledge
Knowledge of the consultant channel and general industry trends
Proven ability to quickly build and develop external relationships
Exceptional relationship management skills: attention to detail, proven ability to work and prioritize tasks in a fast-paced environment, excellent project management skills
Demonstrate a 'consultants always come first' mentality: speed and quality of responses to consultant queries are essential
Team player with an ability to build relationship and work collaboratively with all internal stakeholders
Strong investment management knowledge
Outstanding organizational, communication and negotiation skills
Aligned to IFM Investors Cultural Values
The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual's experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus.
USD $175,000- $215,000
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