Director, Consultant Relations

Man GroupNew York, NY
4h

About The Position

The purpose of this role is to positively position various Man products across the investment consulting channel. The focus will be on relationship management of US and Global investment consulting firms.

Requirements

  • 7+ years of investment management industry experience with at least 5 years' experience selling within the consultant channel
  • Proven track record of success in securing new strategy approvals and driving asset inflows
  • Excellent organisational and time management skills to succeed in an intense, fast paced environment
  • Willing and able to travel
  • Ability to take ownership and work independently as well as on a team
  • Proven proficiency in problem resolution and demonstrated initiative
  • Professional oral and written communication skills
  • Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
  • Compliance/Regulatory: Up to date knowledge of regulatory matters and adherence to procedures
  • Compliance/Regulatory: Successful completion of all qualifications, licenses, tests, and other requirements required by any regulatory authorities to lawfully perform your duties herein on behalf of the Company

Nice To Haves

  • CFA, CAIA or other professional qualifications (MBA) strongly preferred

Responsibilities

  • Develop and maintain effective, professional relationships with research and field consultants and key stakeholders and influencers at assigned investment consulting firms and some financial intermediaries
  • Collaborate with institutional and wealth sales teams to identify and secure new business opportunities from prospects, ensuring alignment with the overall Consultant Team sales strategy
  • Generate ratings and fund approvals through strong research relationships
  • Monetization of ratings and approvals through strong communication with field consultants, ensuring relevant technical knowledge of key strategies
  • Leverage, involve and engage senior management to get access to key consultant influencers for strategic conversations
  • Conduct effective, professional presentations on the agreed product range to consultants in a manner that supports business objectives and delivers clear, concise, and relevant information
  • Ensure that consultant feedback and ratings are systematically communicated to key internal stakeholders and engage with direct sales team to formulate plan for monetization
  • Provide leadership and investment teams with key insights on investor trends, news and market dynamics to inform the firm's overall strategy
  • Organise and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
  • Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner

Benefits

  • competitive holiday entitlements
  • pension/401k
  • life and long-term disability coverage
  • group sick pay
  • enhanced parental leave
  • long-service leave
  • private medical coverage
  • discounted gym membership options
  • pet insurance
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service