Vice President, Global Consultant Relations

IFM Investors•New York, NY

6d•$240,000 - $275,000•Hybrid

About The Position

The Vice President, Global Consultant Relations is a member of the Global Consultant Relations team within Global Client Solutions. The role expands, enhances, and monetizes IFM Investors’ relationships with global and U.S. national consulting firms, primarily managing assigned relationships in the Midwest. The position represents IFM to consultants, clients, prospects, and industry leaders, and works with regional and global colleagues to execute consultant relations strategy and identify commercial opportunities. The role develops firm-specific business plans, manages consultant research agendas and local field engagement plans, and oversees meeting preparation, presentations, roadshows, teach-ins, diligence sessions, and follow-up across IFM’s product suite. It also supports the development of GCR programs and reporting, coaches GCS colleagues, maintains accurate CRM records, and ensures compliance with North America regulatory requirements. IFM describes its workplace as inclusive, accountable, and collaborative. It offers a competitive salary, generous leave entitlements, and a hybrid and flexible approach that can vary by team and role. Total compensation includes eligibility for a discretionary performance-based bonus.

Requirements

Ideally, at least 7 years of relevant experience in a similar role, preferably with a private-market or multi-asset manager, or an investment firm with traditional and alternative products.
Strong academic credentials, including an undergraduate degree.
FINRA Series 7 and Series 63 licenses are required.
Knowledge of the consultant channel and general industry trends.
Ability to quickly build and develop external relationships.
Exceptional relationship management, attention to detail, prioritization, and project management skills in a fast-paced environment.
A consultants-first mentality, with speed and quality in responding to consultant queries.
Ability to collaborate and build relationships with internal stakeholders.
Strong investment management knowledge.
Outstanding organizational, communication, and negotiation skills.
Alignment with IFM Investors’ cultural values.

Nice To Haves

Pre-existing experience in the consultant channel.
An advanced degree and/or CFA or CAIA designation.

Responsibilities

Manage assigned consultant firm relationships, primarily in the Midwest, and maintain consultant and client satisfaction.
Participate in research, OCIO, and field consultant meetings; represent IFM to consultants, clients, prospects, and industry leaders, including at industry events and conferences.
Work with the North America and Global Consultant Relations leadership and team to develop, communicate, and execute consultant relations strategy.
Collaborate with North American regional teams and Global Client Solutions colleagues to prioritize consultant and client outreach, maintain relationships, and source new business opportunities.
Prepare firm-specific business plans covering assigned consultants’ business strategies, client rosters, stakeholders, and manager selection processes.
Develop and manage relationships across research, OCIO, field consultant, and leadership groups to engage them across the IFM platform.
Manage research agendas at assigned consulting firms and develop local field consultant engagement plans in coordination with North American regional teams.
Manage meeting preparation and briefings, decks, roadshows, teach-ins, and diligence sessions across IFM’s product suite; host meetings and handle pre- and post-meeting follow-up.
Ensure consultant and client materials are produced accurately and promptly, with appropriate quality control and risk management.
Report consultant activities and results against targets, and synthesize consultant feedback, market trends, and competitive intelligence.
Help develop GCR programs and management information reporting.
Provide training, coaching, role-modelling, and skill building for GCS.
Maintain accurate CRM records to support team effectiveness and stakeholder reporting.
Ensure compliance with regulatory requirements across the North America business.