Consultant Relations Associate, L&G Asset Management, America

The LGIMA Distribution team is seeking a highly motivated and detail-oriented Associate to join our Consultant Relations team. The Associate will support the firms efforts to build and maintain strong relationships with investment consultants and contribute to business development and client retention initiatives.

Responsibilities:

• Support senior Consultant Relations and Distribution professionals in managing and expanding relationships with global and regional investment consultants.
• Assist with the preparation of presentation materials pitch books and product updates for consultant meetings.
• Assist with responses to consultant and RFP inquiries due diligence requests and questionnaires.
• Collaborate with internal teams including Distribution Investments Client Strategy Solutions Strategy Product Marketing and Compliance to ensure consistent messaging and timely delivery of materials.
• Maintain and expand consultant data in the CRM system to track consultant interactions ratings and shared assets. Responsible for data clean-up managing contact lists for marketing campaigns pipeline management and updating consultant profiles.  
• Work with internal marketing teams to help with maintaining and updating consultant databases (e.g. eVestment Callan etc.) with firm product and performance data.
• Track and analyze consultant activity search trends and market intelligence to identify opportunities.
• Monitor industry developments and competitor positioning to inform strategy.
• Assist in planning senior leadership roadshows and regular consultant dialogues.
• When Appropriate accompany senior team members (typically onsite but some travel will be required) to engage with prospective new clients/consultants to educate about LGIMAs solutions and products.
• When appropriate attend Consultant conferences and LGIMA roadshows building relationships and educating future clients about LGIMA capabilities.

Qualifications :

• Bachelors degree with coursework in Finance Economics Business or related fields.
• 3 years experience in asset management investment consulting or financial services.
• Strong organizational skills and attention to detail
• Familiarity with institutional investment products (Fixed Income Equities) and the consultant landscape a plus
• Excellent written and verbal communication skills.
• The ability to build strong relationships with colleagues using active listening and problem resolution competencies.
• Proficiency in Microsoft Excel PowerPoint and CRM/database tools (e.g. Salesforce eVestment).

Additional Information :

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