Consultant Relations Senior Investment Director

The Senior Consultant Relations professional will play a pivotal role in driving institutional asset growth by cultivating and managing relationships with key investment consultants. This individual will serve as a strategic partner to both internal stakeholders and external consultants promoting the firms investment capabilities across traditional asset classes. The role requires a deep understanding of the institutional marketplace strong commercial acumen and a proven track record of influencing consultant recommendations and driving new business.

Responsibilities:

• Strategic Relationship Management: Develop enhance and maintain relationships with global national and regional investment consultants. Serve as the primary point of contact for assigned consultant relationships ensuring consistent and proactive engagement.
• Business Development: Identify and pursue new business opportunities by leveraging consultant relationships. Drive AUM growth by elevating the firms brand and securing product approvals and positive ratings.
• Consultant Engagement: Lead and coordinate consultant meetings performance reviews and due diligence sessions. Defend underperforming strategies with transparency and confidence.
• Internal Collaboration: Partner with investment distribution product marketing and compliance teams to deliver high-quality consultant-facing materials and ensure alignment on messaging and strategy.
• Market Intelligence: Monitor industry trends competitor positioning and consultant activity to inform business development strategies and product positioning.
• Thought Leadership: Contribute to the creation and distribution of thought leadership content including white papers case studies and event sponsorships.
• Data & CRM Management: Maintain accurate records of consultant interactions ratings and opportunities in CRM systems. Analyze consultant databases to identify trends and opportunities.

Qualifications :

Key Selection Criteria: 

• Bachelors degree required; advanced degree or CFA preferred.
• Minimum 10 years of experience in institutional asset management consultant relations or institutional sales.
• Established relationships with key investment consultants and a strong reputation in the institutional marketplace.
• Deep knowledge of investment products (fixed income equities) and the consultant landscape.
• Exceptional communication presentation and negotiation skills.
• Demonstrated ability to work collaboratively across functions and lead cross-functional initiatives.
• Strong analytical skills and commercial mindset.
• Proficiency in CRM/database tools (e.g. Salesforce eVestment) and Microsoft Office Suite.

Personal/Professional Attributes:

• Entrepreneurial proactive and client-first mindset.
• Ability to manage multiple priorities and meet tight deadlines.
• Team-oriented with a passion for investments and relationship management.
• Adherence to the values of integrity excellence teamwork and results.
• High degree of self-motivation

Additional Information :

$160000 to $200000

The starting salary offer will vary based on multiple factors including but not limited to the applicants education job-related experience skills and abilities geographic location and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare Dependent and Limited Care Flexible Spending Accounts 401K vacation sick time an employee assistance program and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer L&G Asset Management America will extend equal opportunity to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity ancestry national origin age disability medical condition genetic information marital status pregnancy military status and/or any other characteristic protected under applicable federal state or local laws governing non-discrimination in employment. (2025)

Remote Work :

No

Employment Type :

Full-time