Director, Consultant Relations
About The Position
The Client Relationship Director will oversee a strategically important portfolio of US consultant relationships, building trusted partnerships across research, OCIO teams, field consultants and other senior contacts at consulting firms. The role represents Baillie Gifford’s investment capabilities and broader proposition, helping ensure consultants have a deep and current understanding of the firm and its strategies. Working with colleagues across US and Global Consultant Relations, Business Development, Investments and the wider Clients Department, the Director will identify and develop opportunities, influence consultant perceptions and ratings, and bring relevant market intelligence into the firm. The role will also contribute to developing the US consultant strategy. Location will be considered based on business need and team coverage, with a preference for the Midwest or West region.
Requirements
- 10 or more years of experience managing complex institutional relationships and building credibility with senior external stakeholders.
- Strong investment knowledge and ability to discuss investment strategies, portfolios and market developments with sophisticated audiences.
- Sound commercial judgement and a track record of identifying, developing or influencing new consultant ratings and business opportunities.
- Understanding of the consultant ecosystem and consultants’ role in institutional decision-making.
- Ability to gather market intelligence and use it to strengthen internal priorities, positioning and decision-making.
- Experience influencing and collaborating across teams.
- Strong presentation and communication skills, including confidence representing the firm with senior audiences.
- Evidence of contributing to team development, strategic initiatives, product work or knowledge sharing.
- FINRA Series 7 and 63 licenses are required and must be obtained within six months.
- Intellectual curiosity about investments, clients and the consultant market, and ability to form well-reasoned views from varied information.
- Credibility and confidence with senior internal and external audiences, sound judgement in prioritizing time and resources, and willingness to challenge or draw on expertise elsewhere in the firm as appropriate.
- Collaborative approach, ability to influence across organizational boundaries, ownership, comfort operating with ambiguity, and maturity in representing the firm.
Nice To Haves
- Undergraduate degree preferred.
Responsibilities
- Oversee designated consultant relationships, develop a clear strategy for each, and build trusted partnerships with research, field and other key stakeholders.
- Maintain high standards of consultant relations, including understanding client needs, ongoing contact with consultants, and information reporting and sharing.
- Expand investment knowledge through self-directed research and portfolio discussions within the team.
- Collaborate with colleagues across internal departments.
- Identify, shape and progress opportunities arising from consultant relationships, partnering with Business Development and investment teams to translate relationship insight into meaningful outcomes.
- Contribute to knowledge sharing within the firm.
- Participate in internal product groups, projects and staff development as appropriate.
Benefits
- Annual discretionary bonus
- Comprehensive employer-paid benefits package
- Medical coverage
- Dental coverage
- Vision coverage
- Short- and long-term disability coverage
- 401(k) plan
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
