Associate, Consultant Relations - Parametric
About The Position
The Client and Consultant Relations Associate (CRA) supports Parametric's efforts to build and maintain business with investment consultants to effectively execute our business strategy and achieve new business goals. The CRA coordinates closely with senior members of the team and other internal groups to provide detailed firm and investment strategy information to consultants. In addition, the CRA will collaborate extensively with Sales and Relationship Management to create and convert opportunities via investment consultants, and provide excellent day-to-day support for this important distribution channel.
Requirements
- Bachelor’s degree or equivalent is required
- 2+ years’ experience working in the investment management industry
- Ability to work well with a variety of people at all levels of an organization and build trusted relationships with colleagues in other locations
- Strong communication, organizational and time-management skills; ability to operate in a fast-paced environment
- Results-oriented with a strong bias to action
- Growing knowledge of current market trends and the competitive landscape
- A collaborative approach, yet with enough tenacity to share opinions and offer creative solutions
Responsibilities
- Support external facing directors in building connections with key research individuals to more cogently introduce relevant strategies and timely thought capital
- Manage client onboarding, account maintenance activities, and opportunity pipelines within a dedicated CRM (Salesforce)
- Prepare briefing memos, client meeting materials, consultant presentations, board meeting content, and relationship review materials by gathering information from CRM and subject matter experts across the firm.
- Partner with leadership and cross-functional teams on workflow improvements, AI initiatives, reporting enhancements, and operational process redesign efforts
- Develop a thorough understanding of key revenue drivers via the consultant community, and proactively offer ways to enhance related reporting through collaboration with internal stakeholders
- Continuously cultivate product knowledge, industry trends, and client issues to ultimately become a better resource for both consultants and internal teams
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
