Associate, Global Consultant Relations

IFM Investors•New York, NY

2d•$175,000 - $215,000•Hybrid

About The Position

The Associate, Global Consultant Relations is a member of the Global Consultant Relations (GCR) team within Global Client Solutions (GCS). The role works closely with the Head of North America Consultant Relations and the global GCR team to support consultant engagement and the firm’s growth agenda. It supports consultant and client relationships, helps retain and grow business, and ensures compliance with regulatory requirements across the North American business. The role maintains the quality, integrity, and accessibility of consultant-related data, including consultant insights and feedback and accurate CRM records. It creates timely and relevant consultant content, responds to consultant queries, supports consultant research activities, and helps plan and execute consultant interactions. It also prepares consultant and client materials, attends meetings as appropriate, and provides operational, data-gathering, and internal project support.

Requirements

At least 3 years of relevant experience in a professional environment within financial services, asset management, consultant relations, direct sales, investor relations, relationship management, or a similar field.
Bachelor’s or master’s degree, or equivalent-level qualifications.
Excellent written and verbal communication skills.
Ability to work in a fast-paced environment and execute tasks to high standards.
Ability to prioritize and manage time effectively to meet demanding deadlines.
Proactive attitude and ability to anticipate requirements.
Knowledge of the consultant channel and general industry trends.
Ability to quickly build and develop external relationships.
Strong relationship-management skills, attention to detail, and project-management skills.
Ability to respond to consultant queries with speed and quality.
Ability to collaborate and build relationships with internal stakeholders.
Strong investment-management knowledge.
Strong organizational, communication, and negotiation skills.
Alignment with IFM Investors’ cultural values.
FINRA licenses (Series 7 and 63), or willingness to acquire them in a timely manner.

Nice To Haves

Knowledge of private markets.
Industry certifications such as CFA or CAIA.

Responsibilities

Support existing consultant and client relationships and help maintain high levels of satisfaction to retain and grow the business.
Collaborate across Global Client Solutions to support the firm’s growth agenda.
Ensure compliance with regulatory requirements across the North American business.
Maintain the quality, integrity, and accessibility of consultant-related data, including capturing consultant insights and feedback and accurately maintaining the CRM database.
Create relevant and timely content for consultants, respond to consultant queries, and support consultant research activities.
Support the planning, preparation, and execution of consultant interactions.
Produce accurate and timely consultant and client materials and attend meetings as appropriate.
Provide operational support for Global Consultant Relations, including data gathering and internal project support.