Vice President, Global Consultant Relations

Job Description

Business Overview

Our Clients & Strategy team covers Business Development, Investor Relations, External Relations, Sustainable Investment and Brand, Marketing & Communications, including Internal Communications.

It is responsible for all communications to investor prospects, existing investors and their asset consultants, as well as a broad range of other stakeholders, including governments and media.

The Opportunity

At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that's inclusive, accountable and collaborative. Where you're given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

The Role

As a member of the Global Consultant Relations (GCR) team within Global Client Solutions (GCS), work to expand, enhance and monetize IFM's relationships with Global and US National consulting firms.

• Manage assigned consultant firm relationships, primarily in the Mid-West, maintaining consultant and client satisfaction. Participate in research, OCIO and field consultant meetings. Champion IFM's business and represent IFM to consultants, clients, prospects and industry leaders, including at industry events and conferences
• Work with the Head of North America Consultant Relations, Head of Global Consultant Relations, and other members of the GCR team globally, on the development, communication and execution of the consultant relations strategy
• Collaborate with the GCS North Ameria regional teams, and GCS globally, to tier, prioritize and execute on consultant and client outreach, to maintain existing consultant and client relationships, and source new business opportunities
• Prepare firm-specific business plans to socialize a thorough understanding of assigned consultants, including their business strategy, client roster, key stakeholders, and manager selection processes.
• Proactively develop and manage relationships across research, OCIO, field consultants, and leadership to engage across the IFM platform
• Manage the research agenda at assigned consulting firms, and develop a local field consultant engagement plan - coordinating with GCS North America regional teams - to create ongoing commercial opportunities
• Manage meeting preparation and briefings, decks, roadshows, teach-ins, and diligence sessions across IFM's product suite. Be responsible for hosting meetings and all pre- and post-meeting follow-ups
• Be accountable for the accurate and prompt production of all relevant consultant and client materials to ensure quality control and appropriate risk management
• Report on consultant activities and results against targets. Synthesize consultant feedback, market trends and competitive intelligence
• Help drive the ongoing development of GCR programs and management information reporting
• Provide training, coaching, role-modelling and skill building for GCS
• Ensure the CRM database is maintained accurately to enhance team effectiveness and permit stakeholder reporting
• Ensure compliance with all regulatory requirements across the North America business.

Your Background and Experience

• Ideally 7+ years' relevant experience in similar role preferably with a private market or multi-asset manager, or other investment firm with traditional and alternative products
• Pre-existing relevant experience in the consultant channel is preferred as we expect the individual to operate autonomously and hit the ground running
• Strong academic credentials including an undergraduate degree
• Advanced degree and/or CFA or CAIA a plus
• FINRA Series 7 and 63 required for the role

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 $240,000-$275,000

Ready to invest in what matters?

With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.