Consultant Relations Resume Samples

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S Doyle

Shaina

Doyle

588 King Forges

New York

+1 (555) 447 1743

588 King Forges

New York

Phone

p +1 (555) 447 1743

Experience Experience

Houston, TX

Global Consultant Relations

Houston, TX

Stokes Inc

Houston, TX

Global Consultant Relations

Contribute to continual population and development of the proposals database, refreshing and improving answers on an ongoing basis
Further enhance existing relationships as well as building new relationships with consultants through deliberate and pro-active engagement
Build relationships with the consultant firms, providing thought leadership and leading our dialogue across the breadth of Blackrock product capabilities
Working closely with colleagues on the Team to ensure delivery of high quality RFPs and database popularization to support revenue targets
Oversee responses to incoming consultant queries and opportunities
Provide the investment consulting community with thought leadership around BLK’s key investment themes and initiatives
A motivated individual that demonstrates drive and enthusiasm. Willing to learn, innovate, and improve

Houston, TX

Consultant Relations Manager

Houston, TX

Borer, Cassin and Abernathy

Houston, TX

Consultant Relations Manager

Establish and develop relationships with manager researchers and field consultants who are key influencers
Provide ongoing communication and feedback to Head of Consultant Relations regarding the strength of our working relationship with assigned consulting firms.
Provide input into and support new product development
Work closely with institutional sales, portfolio management, and marketing to direct and prioritize on-going communications with consultants
Establish and Manage relations with US based Institutional Consultants, primarily focused on mid-sized to smaller institutional consultants.
Provide constructive feedback on products and trends to the executive, sales and investment management teams
Obtain “Approved” status with Institutional Consulting firms, which will assist in business development effort.

present

Houston, TX

Consultant Relations Manager, U.S

Houston, TX

Goyette-Nolan

present

Houston, TX

Consultant Relations Manager, U.S

present

Full coverage of consulting firms primarily headquartered in the Midwestern US, including a well-defined strategic plan for each key strategy at each key firm, and measurement of success relative to that plan
Enjoy working as part of a large, complex distribution effort that values communication, teamwork and integrity
Work closely with the marketing team to help develop ideas for beneficial marketing campaigns
Ensuring that a “best practices” approach is implemented and executed
Be extremely well grounded in institutional product development and the institutional market
Possess a passion for investing and be driven to achieve strong performance
Enjoy working as part of investment and distribution teams

Education Education

Bachelor’s Degree in Related Field

Brigham Young University

Bachelor’s Degree in Related Field

Skills Skills

Highly organized, accurate and detail/quality-oriented
Highly motivated, enthusiastic, self-starter with strong attention to detail
Professional, reliable and consistent
Strong attention to detail
Maintaining strong knowledge and records of firm products and services (including investment objectives, product differentiators, fee schedules, etc.)
Ability to maintain a professional image
Ability to maintain updated knowledge of procedures, products and activities of assigned areas
Excellent/effective written and verbal communication skills
Ability to perform multiple tasks in a fast-paced, team environment
Ability to operate a personal computer and related software

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VP-consultant Relations Resume Examples & Samples

5-8 years’ experience in the investment management industry, at least 3 years of related experience in working with or for the consultant marketplace
Strong understanding of investment products and market dynamics desired
CFA certification preferred
Strong understanding of broad array of products across asset classes, equity, fixed and alternatives
Previous experience and/or exposure to institutional investors, including consultants/gatekeepers
Bilingual (English/French) an asset

Consultant Relations Associate Resume Examples & Samples

Candidates are likely to be graduates who have gained experience within an investment management, consultant or related financial services firm
Previous experience of dealing with consultants would be viewed favourably but is not a pre-requisite
Strong understanding of the investment management business desired
Broad understanding of equity, fixed income and alternative asset classes
An understanding and exposure to the Institutional market and the cross-border investment consultants/gatekeepers
Excellent/effective written and verbal communication skills
Ability to establish and maintain cooperative working relationships with both internal & external contacts in the course of performing assigned duties
Highly motivated, enthusiastic, self-starter with strong attention to detail
Ability to interact with senior consultant relations ‘partners’ on a regular basis
Ability to represent the Company in a competent manner
Ability to maintain updated knowledge of procedures, products and activities of assigned areas
Ability to operate a personal computer and related software
Credibility to influence internal partners at all levels of the business

Global Consultant Relations Analyst Resume Examples & Samples

1-3 years of relevant experience; desired experience includes institutional asset management RFP writing, client service, investment consulting, etc
Understanding of institutional investment marketplace
BA/BS degree in related field; enrollment in CFA program a plus
Effective team player; ability to prioritize and work with professionals at all levels

Institutional Business Global Consultant Relations Director Resume Examples & Samples

Proactively lead BlackRock’s relationships with key UK Consultant firms through the execution of agreed Strategic Account Plans
Potential to manage individual team members, oversee their development and advise on direction of strategy on consultant firms
Building our relationship, providing thought leadership and leading our dialogue with the Clients across the breadth of Blackrock product and capability through attendance at meetings with senior management, Product research, field consultants, investment strategists within the Consultant firms as appropriate
Gathering information from consultants to provide feedback to help the business support sales activity and product development
Gaining a clear understanding of our Consultants and their clients’ service and technical requirements, acting as an Ultimate escalation / resolution point for outstanding issues or queries and working with the relevant areas of the wider business accordingly
Develop and maintain a strong working knowledge of BlackRocks existing products and operational capabilities to the extent necessary to successfully position products and services to secure Buy ratings across the range of the firm’s products and services that we seek ratings for from the Consultant community
To effectively manage our communication with the designated portfolio of firms on the range of business, market and topical issues that BlackRock wishes to communicate on to the market
Demonstrate an ability to differentiate the execution of our strategy between your client firms on basis of assessment as to who are most aligned on particular issues and with whom we are most likely to succeed
It will be critical to work closely with other team members to achieve overall strategic business objectives and this individual will be expected to contribute to the development of junior client relationship managers in accordance with the commercial and technical requirements of our business
Representing and promoting BlackRock at client conferences, industry forums and client entertainment events as appropriate
To represent the GCR function across the breadth of Blackrock’s internal client and Portfolio management businesses and to build effective and strong relationships with these teams
Evidence of successful business development skills within the Institutional market
Excellent organisational and project management skills with a proven ability to prioritise effectively
A results orientated self starter who can quickly analyse client needs and focus on delivery
Proactive team player with good listening skills and a consultative style
Ability to network and develop relationships with pension managers, consultants, administrators and other third party stakeholders
Strong technical knowledge and genuine interest in the UK DB and DC Pensions market, regulatory and investment industry and associated competitive landscape
In terms of Professional qualifications, CFA is preferred however Investment Management Certificate is essential
Strong written and verbal communication skills with an ability to explain complex financial strategies to all levels of clients from Industry professionals to lay trustees
Strong working knowledge of Investment markets that ideally spans all asset classes, LDI and the breadth of alternative strategies that are relevant to UK Institutional investors and to an extent that will command the respect of our Investment team colleagues
Development and Execution of Client account plans and achievement of agreed business targets
Achieve and Maintain Buy ratings across our target range of Products and services, and successfully promote buy ratings through the Field Forces of your clients
Build close, high touch and collaborative relationships with portfolio of Consultant firms
The achievement of excellent results in client satisfaction surveys e.g. Greenwich
Build strong and collaborative relationships within the GCR function and with your network of internal colleagues across Blackrock and in particular our Portfolio and Client Account management teams
Effective use of CRM system to provide effective communication and transparency of your activity and your Client proposition across the firm

Consultant Relations Professional Resume Examples & Samples

Fostering positive and productive interaction with the U.S. institutional sales and marketing teams
Delivering timely and relevant feedback/information to peers and colleagues internally
Have experience with a multi-faceted range of asset management products (traditional and alternative) with the ability to speak cogently across different strategies. Ability to effectively discuss solutions-based strategies
Have experience in a distribution role in which he/she has developed and implemented a successful strategy that has strengthened consultant relationships and delivered and retained results in terms of invested assets
Have significant positive recognition in the U.S. East Coast based consultant community
Be extremely well grounded in institutional product development and the competitive landscape in the institutional market
Preferably possess an MBA and/or a CFA charter holder

VP-consultant Relations Resume Examples & Samples

10+ years’ experience in Investment Management/Financial Services (or Investment Consulting) desired
Strong understanding of investment strategies/products across asset classes (eg. equity, fixed, alternatives & solutions) and market dynamics is desired
Experience working with Institutional Consultants in west region is a plus
Excellent sales/relationship/representation skills with in-depth product/investment knowledge across multiple asset class
Stature and experience needed to cover key consultant relationships

Sales Analyst Consultant Relations Resume Examples & Samples

Support external consultant relations officers by acting as their internal liaison and source of firm-wide and strategy-level information
Respond to consultant inquiries, including requests for data (ie. performance, holdings, etc), search reports, and other ad hoc requests
Manage and participate in the quarterly and ad hoc consultant reporting process
Maintain consultant databases by liaising with various internal groups (Investment teams, Sales, Marketing, Operations, Compliance, etc) to ensure accuracy and integrity of strategy profiles
Conduct competitive analysis on MSIM strategies relative to peers using tools such as eVestment Alliance, Callan PEP and Mercer MPA Insight, and research search and win trends using iiSearches and findaily
Maintain team pipeline information in firm CRM systems and prepare consultant activity reports for senior management, and consultant briefing memos for internal meeting participants
Liaise with the RFP team, ensuring consultant RFP deadlines and requirements are met
Develop relationships with investment teams over time and build an expertise on MSIM strategies and vehicles

Consultant Relations Associate Resume Examples & Samples

Ability to multi-task and prioritize numerous assignments and deadlines. Must be able to work under demanding conditions at times, and to meet unpredictable and varying deadlines
Ability to maintain positive work atmosphere by communicating effectively with colleagues and senior management, providing solutions and creative ideas for reaching out to expand relationships with consultants
Fundamental knowledge of the institutional investment industry
Highly organized, accurate and detail/quality-oriented
Professional, reliable and consistent
Relevant professional work experience in asset management industry (2 to 4+ years)
BA/BS degree required, with specialization in Business (Management/Finance/Investments) or Marketing strongly preferred
High-level of computer proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint), as well as an intuitive ability to learn new programs. CRM systems experience also a plus

Director, Global Consultant Relations Resume Examples & Samples

Develop and execute business plans for each assigned firm, focusing on consulting firm needs, ICB priority products and shared client opportunities
Exhibit deep knowledge of BlackRock’s investment capabilities, the market and the needs of assigned consulting firms and their clients
Maintain regular dialogue on BlackRock’s investment capabilities with assigned firms
Develop deep partnerships with field consultants characterized by access and influence
Partner with PMG to develop/execute product specific marketing plans to consulting firms
Partner with Client Account Managers to drive new business/protect existing business
Oversee responses to incoming queries and opportunities
Track activities and maintain contact information in contact management system
Oversee meeting coordination and material preparation
Strong understanding of institutional investment marketplace
10+ years of experience working with institutional clients and/or consultants
BA/BS degree in related field – MBA/CFA highly desirable
Sales and revenue orientation and motivation
Organized and detail-oriented with strong time management skills and ability to prioritize
Ability to travel cross-country

Global Consultant Relations Associate Resume Examples & Samples

4+ years of relevant experience such as investment consulting, portfolio management/research, management consulting, internal / external relationship management and business development
Ability to formulate and execute on a business strategy, identifying and collaborating with appropriate stakeholders
BA/BS degree in related field; CFA and / or CAIA a plus
Strong capital markets expertise and interest
Organized and detail-oriented with strong project and time management skills

Principal, Consultant Relations Qma H Resume Examples & Samples

Focus on developing, nurturing and maintaining world class relationships with research and field consultants in order to grow our business through the consultant channel
Deliver investment presentations to consultants and achieve their highest ranking on our investment strategies
Increase awareness and enhance the brand name of QMA with consulting firms and be thought of as a business of choice
Identify trends at each consulting firm and at the industry level and effectively communicate those to sales, marketing and the investment team
Prepare a full analysis and prep sales and investments for all finals presentations
Proactively work with client service, product specialists and portfolio managers to create and enhance consultant relationships
Become the first call from consulting organizations for questions on asset classes, research and our strategies
Develop partnerships and maintain relationships with Portfolio Managers, the Sales and
Marketing teams, Compliance, Legal and other key personnel in the Investment Division as they relate to the successful sale of Institutional products
Ensure that communication with consultants engaged by QMA is coordinated, maintained and delivered optimally
Possess transferrable relationships with research analysts and field consultants
A demonstrated track record of raising assets in the consultant marketplace
A willingness to listen to different points of view and to express yourself with confidence, but without arrogance
A strong understanding of quantitative investing (or the ability to learn quickly) and the ability to communicate it effectively
A self-starter with a strong results orientation with the ability to work independently, while contributing to a team oriented organization
Possess the ability to read an audience and pivot your presentation style and/or sophistication level to maximize effectiveness
A willingness to travel extensively

Consultant Relations / Sales Associate Resume Examples & Samples

5+ years of experience in Asset Management; minimum of 5 years of Sales and Consultant Relations experience
Bachelor’s Degree in Business from an accredited university or college
Previous experience with Domestic Equities and International Equity
Microsoft Office/Suite (Outlook, Word, PowerPoint, Excel)
Solid analytical skills
Master’s Degree and/or Chartered Financial Analyst (CFA
Demonstrated AUM/Client and revenue growth that can be directly attributed to the candidate
Established relationships within the institutional consultant and plan sponsor communities
Impeccable reputation within the institutional community

Consultant Relations Associate Resume Examples & Samples

Work with Consultant Relationship Managers on the development and implementation of the team's strategic, quantitative development/communication plan with measureable actions (e.g. mailing campaigns, follow-up from meetings, on-site meeting and pitch preparations, etc.)
Work with established list of consultant coverage, as well as collaboratively with other team members, to ensure the Consultant Relationship Managers (CRMs) and Investment Professionals are fully prepared for meetings (ie, developing thorough prep packs and coordinating advance updates and approvals of presentations, practice sessions)
Coordinate with New Business (RFP) team to meet needs of consultants regarding questionnaires, RFPs/RFIs and ad-hoc data information requests; qualify new consultant-related RFPs/RFIs and assist in their review for new business
Diligently assist the Consultant Relationship Managers and Business Development Associates /Cas with securing new mandates, advancing their pipeline opportunities, and adding new pportunities
Review each opportunity, ensuring each represents the best solution for the client while being financially and operationally viable for UBS
Participate in Consultant meetings as appropriate for networking exposure and learning
Maintain inventory of strategy-specific materials to ensure CRMs have necessary marketing support to launch/ sell a product
Develop consultant specific marketing initiatives, including tailored marketing communications / presentations or promotion of UBS research / thought leadership. Coordinate/ schedule UBS Forums and other road shows
Engage with Business Development Asociates to share and leverage best practices and to improve efficiency by streamlining processes when possible
Monitor pipeline and provide feedback on opportunity stages, e.g. why we didn't make finals
Provide quarterly support to asset class specialists to prepare for meetings with investment teams
Marketing content – ensure policies and procedures outlined for use of Marketing content are explicitly followed
Adhere to UBS Behaviors in your daily interactions with clients and other stakeholders
Integrity- Responsible and accountable for what you say and do and UBS's reputation. Act as a role model
Collaboration- Place benefits of your clients and the firm before your own or those of your business. Work across the firm
Challenge- Encourage yourself and others to constructively question the status quo. Learn from past mistakes and experiences

Head of Consultant Relations, UK Resume Examples & Samples

Develop consultant driven business in the UK
Working with the Global Head of Consultant Relationships, this person will be responsible for delivering timely and appropriate communications to the consultant community. They will be responsible for the research and ratings of capabilities. This will require a thorough understanding of UBS Global AM’s organisation and business capabilities and strategies as well as knowing the consultant market in the UK and the research and approval processes
Work closely with the UBS Global AM consultant relationships teams in other countries/regions and support their efforts by ensuring that appropriate research is carried out in the UK and ratings achieved
The successful candidate will effectively position the firm’s capabilities in the consultant market, while understanding consultant demands for products and new product development. It is imperative that this person has a good understanding of the institutional market but it is equally important that they have the ability to effectively communicate this knowledge to UBS Global AM’s distribution management committee as well as the investment, product development and business teams
The ideal candidate must be able to go beyond “relationships” and take this role into developing strategic partnerships with consultants. This person must be able to deliver results that lead to new business opportunities as well as retaining invested assets

Regional Director, Consultant Relations Resume Examples & Samples

Develop key consultant relationship plans to maximize the effectiveness of sales campaigns within territory
Develop sales methods and presentations for prospect audiences
Partner closely with Regional Directors to work opportunities that are intermediated by consultants
Support RFP process
Participate and support development of institutional investment marketing and product development
5 - 10 yrs experience in the industry covering consultants
Proven track record of sales and relationship management skills
Bachelor degree required, as are Series 6, 7 and 63 licenses. Master degree and/or CFA designation a plus
In-depth investment knowledge
Provide computer and technical proficiency relative to the corporate and internal sales tools
Highly refined communication and interpersonal skills and strong business judgment
A high-energy level is essential, as is prior self-directed work experience

Consultant Relations Associate Resume Examples & Samples

Serving as secondary contact for tiered consultants; responding to search requests and general requests for information, writing tailored, follow-up correspondence resulting from consultant requests, meetings and conference calls
Maintaining extensive knowledge and records of all firm products and services (including investment objectives, product differentiators, fund offerings, fee schedules, etc.)
Coordinating with RFP team, Performance Team and Database Team to meet needs of consultants regarding questionnaire, RFPs/RFIs or ad-hoc data information requests. Build an ongoing partnership with these teams to advocate for improvements that will benefit consultants and clients
Establishing and distributing the weekly Global Consultant activity report across business units
Maintaining consultant relations pipeline and other required management reporting and using this to assemble global quarterly metrics for the team
Developing, maintaining and ensuring the completion and distribution of the consultant profiles on each “key” consulting firm. Also, updating and maintaining global consultant relations segment plan
Take active role in preparation for consultant meetings both onsite at NTAM and at consultants offices by working with consultant relationship managers, product, investment, sales/client partners to tailor materials to respond to specific needs of consultants/prospects/clients
Working with newly Global Consultant Coordination Committee to leverage cross-border consultant initiatives. Responsible for drafting quarterly agenda and ensuring follow up as agreed upon by the committee
Working with consultant relationship managers to identify and maintain client/prospect data in relationship management database
Initiate and perform follow-up work on various marketing initiatives, including: tailored marketing presentations; promotion of NTGI topical research; and organizational of local and regional consultant forums

Consultant Relations & Global Natural Resources Associate Analyst Resume Examples & Samples

Complement CR team in managing relations with investment consultants; support servicing of GNR initiative
Support business development across Institutional team in concert with CR team and IPMs
Demonstrate and advance investment knowledge (for IPMs, broader team) through thoughtful analysis
Collaborate with Institutional and investment teams on content for RFPs, client reports etc
Support research/creative/analysis for white papers, internal/external seminars
Collaborate with team to research & draft presentations (PPT slides, data analysis, etc.)
Work with Institutional team to enhance quarterly reports and ensure accuracy of written/financial materials
As expertise allows and/or develops, Associate Analyst will be expected to play a growing role in internal/external presentations
Ad hoc requests such as preparation of mandate specific performance, and other analytical tasks
Creation and maintenance of databases, charts and slides
Undergrad or Graduate Degree
Industry experience: 5+ years
Professional designations – actively progressing through finance related designation an asset (e.g. CFA, CPA etc.)
Knowledge of commonly used financial programs is an asset – Bloomberg/Factset, PC Bond Analytics, FMC, Charles River etc
Background that would be an asset toGlobal Natural Resources sector beneficial

Consultant Relations Manager Resume Examples & Samples

Establish and Manage relations with US based Institutional Consultants, primarily focused on mid-sized to smaller institutional consultants.*
Develop and maintain strong, positive relationships with both “research” and “field consultants.”*
Provide marketing and communications support for RBC GAM enterprise
Obtain “Approved” status with Institutional Consulting firms, which will assist in business development effort.*
Be aware of all search activity (and possible new interest) being conducted by institutional consulting firms to leverage for obtaining “Approved” status.*
Develop and execute proactive communication programs customized for specific consulting firms.*
Develop and execute proactive communication programs with specific consulting firms. This includes identifying new business opportunities and ensuring existing relationships are well serviced.*
Coordinate cohesive RBC GAM (U.S.) overall relationship strategy with assigned consulting firms. This includes orchestrating new product rollouts and firm wide public communications.*
Organize portfolio reviews with consultants for existing common clients
Obtain regular consulting firm feedback on firm, capabilities, as well as relevant competitive market insight
Maintain deep investment knowledge of our investment strategies with particular emphasis on our most saleable strategies.*
Coordinate client and prospecting business activities (RFPs, due diligence meetings, product reviews, contracts) with internal partners to deliver a unified and consistent message.*
Provide ongoing communication and feedback to Head of Consultant Relations regarding the strength of our working relationship with assigned consulting firms.*
Work with other members of the U.S. Distribution team to ensure we are uncovering new business opportunities as they arise.*
Support the day to day prioritization of activities of the consultant relations team
Work closely with institutional sales, portfolio management, and marketing to direct and prioritize on-going communications with consultants
Provide input into and support new product development
Bachelor’s degree required, preferably in finance, business or related field
5 -7 years of investment industry experience
Excellent interpersonal, communication, organizational, and presentation skills
Strong strategic, analytical and problem solving skills
Previous experience in the asset management or securities industry
Knowledge of investment management industry issues
Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast paced ever changing work environment
Effective problem identification, analytical and resolution skills
Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
Proficient computer skills in Windows-based software products such as Word, Excel and Outlook
Ability to work independently and with a strong attention to detail
NASD Series 3 6 or 7 and 63 licenses, or ability to obtain
CFA

Consultant Relations Manager, U.S Resume Examples & Samples

Full coverage of consulting firms primarily headquartered in the Midwestern US, including a well-defined strategic plan for each key strategy at each key firm, and measurement of success relative to that plan
Attaining research ratings for UBS investment capabilities with consulting firms headquartered primarily in the Midwestern US. This will require thorough understanding of UBS Global AM’s capabilities as well as knowing the consultant market in the U.S. and the research and approval processes
Fostering positive and productive interaction with the U.S. institutional sales teams to discover and exploit new business opportunities
Work closely with the marketing team to help develop ideas for beneficial marketing campaigns
Fostering dialogue with consultants about solutions-based investing. Not merely getting strategies rated, but being able to have deeper conversations about partnering to problem-solve for plan sponsors
Going beyond “relationships” and developing strategic partnerships with consultants. This person must be able to deliver results that lead to new business opportunities as well as retaining assets
Communicating and working closely with the UBS Global AM consultant relationships teams in other countries/regions, and supporting their efforts by ensuring that appropriate research is carried out in the U.S., and ratings achieved
Have experience with a multi-faceted range of asset management products (traditional and alternative) with the ability to speak cogently across different strategies
Have solid distribution experience, including a role with significant exposure to the U.S. consultant community
Be extremely well grounded in institutional product development and the institutional market
Preferably possess an MBA and/or a CFA charter
Have deep experience with the U.S. based consultant community but also internationally, with the ability to put him/her in the consultants’ mindset and anticipate accordingly
Have credibility with both distribution and investment professionals, as well as the leaders of the business in UBS Global AM
Have strong technical skills and investment knowledge
Have a successful track record in raising institutional assets through the consultant channel
Understand and be able to articulate the trends that are shaping the institutional pension industry
DB/DC
LDI/Outcome oriented solutions
Asset class diversification
Regulatory issues in key markets
Speak as an equal with consultants
Enjoy working as part of a large, complex distribution effort that values communication, teamwork and integrity
Have the personal strength and demeanor to instill confidence in those who work for and/or with him or her
Be diplomatic and a listener, yet not afraid to make tough decisions
Be a quick learner and thinker who is creative, flexible, open-minded and a strong new idea generator
Have an enthusiastic, pro-active “go-getter” attitude with ambition to grow professionally and take on new challenges
Be a change agent, willing to think outside the box, probe, disagree and ultimately build consensus
Be an excellent communicator, both written and verbal
Be an excellent presenter to both small and large audiences
Enjoy working as part of investment and distribution teams
Possess a passion for investing and be driven to achieve strong performance
Be able to effectively manage time and priorities and be a good organizer
Possess an open and honest character with impeccable integrity
LI-CD1

Global Financial Institutions & Consultant Relations VP Resume Examples & Samples

Takes an Enterprise wide view of the relationships with the designated Global Distributors, Consultants and Clients
Troubleshoots/acts as escalation on service, relationship, product and business issues and to provide early warning to FT stakeholders and senior management of emerging or escalating issues or change
Encourages and challenges internally to facilitate best practice, consistent and effective working methods with and partnership between the Distributors, Consultants, Clients and Franklin Templeton (FT)
Work closely with colleagues in the GFI team as well as business partners within distribution as well as portfolio investment management groups to build strategy to maximize our market penetration across our investment capabilities
Engage, communicate & report in a timely manner with internal stakeholders within FT on the business side (Sales, Client Service, Portfolio, Product Marketing, Product Management, RFP, etc.)
Attend industry events and conferences and report back to internal business partners on trends and opportunities in this space
Communicate opportunities to enhance existing strategies and develop new products through ongoing dialogue and relationship building with consultants/global distributors
Work with GFI members to identify and communicate trends (product, market, asset allocation and search etc) utilizing external tools and publications such as consultant websites/publications, iiSearches, FinDaily and P&I Daily and the ongoing dialogue
Proactively report on current thinking, strategy and trends within the consulting and X-border relationship, issues and challenges, and staying current on key account management in the financial services industry
Map out Consultant and X-border client business model and organizational chart to ensure relationship management needs are met throughout the organizations hierarchy
Work closely with the sales and distribution to organize roadshows across multiple potential contacts, including clients, prospects, consultants and gatekeepers
Ensure adequate metric reporting is submitted and tracked in a timely manner

Consultant Relations Associate Resume Examples & Samples

Bachelor’s degree or equivalent
Relevant experience (3+ years) at an investment management firm, preferably working with consultants. Ideal candidate will have previous experience in an Associate role
Prior experience putting together presentations/pitch books
Analytical background, as demonstrated by an undergraduate major in an analytical science (e.g., economics, physical sciences) or otherwise
Ability to multi-task under tight time constraints
Strong verbal communications skills and comfort engaging all levels of firm management
Strong written communications skills (including the visual display of quantitative information)
Advanced Microsoft Office skills (Powerpoint, Excel, Word)
Proficiency with electronic data services (e.g., eVestment, Callan PEP)

Investment Consultant Relations Director Resume Examples & Samples

Effective team management required to build strong team relationships, own team member development and talent management, directing aspiration and goal-setting, providing regular feedback and coaching
Develop and implement a clear strategy to improve consultant perception of Invesco, to help retain business
Increase new business opportunities and sales channels
Developing and maintaining relationships with consultants regionally across all asset classes
Preparing new business proposals for Institutional opportunities
Promoting Invesco products through industry and consultant databases
Through collaborative interaction with Consultants, to influence their investment strategy & thinking, secure and maintain support for key Invesco products, monetize sales opportunities from this channel
Proactively contribute to Invesco’s relationships with influential investment consulting firms in CE through the execution of agreed Strategic Account Plans
Build relationships with the investment consulting firms, providing thought leadership and leading our dialogue across the breadth of Invesco product capabilities
Promote our capabilities in alignment with Invesco’s key objectives and client demands
Provide effective co-ordination and leadership in the management of relationships with Multi-national Consultant Firms
Develop and maintain a strong working knowledge of Invesco’s existing products and capabilities to the extent necessary to successfully position our products and services
Communicate effectively with the designated portfolio of firms on a range of business updates, market and topical issues
Gather business intelligence from consultants to provide feedback to support Invesco’s sales activity and product development
Gain a clear understanding of our consultants’ business priorities
Understand their clients’ service, technical and regulatory requirements
Act as an escalation point for outstanding issues or queries and work with the wider business towards a resolution
Represent the Global Consultants Committee (GCC) across the breadth of Invesco’s client businesses and portfolio management teams and to build effective and strong relationships across the firm
Work closely and collaboratively with team members, colleagues in the Institutional Client Business, Global Consultants Committee to achieve overall business objectives
Represent and promote Invesco at client conferences, industry forums and client entertainment events

Senior Consultant Relations Manager Resume Examples & Samples

Communicating and working closely with the AAM internal teams, and supporting their efforts by ensuring that appropriate research is carried out in the U.S., and ratings achieved.
Attaining research ratings for AAM investment capabilities with consulting firms headquartered primarily in the Western US
Licensing: Series 7 and 63 required
5-7 years’ direct experience required
CFA and MBA preferred
Approximately 30% travel

Senior Consultant Relations Manager Resume Examples & Samples

8 to 10 years experience and demonstrated success in the investment management arena
Undergraduate degree in business, finance, and/or economics
Master’s degree in business, economics or finance an asset
Completion of the CFA program
Excellent interpersonal and communications skills, including presentation skills
Highly motivated and goal-oriented
Strong initiative and accountability; able to work independently
Excellent analytical and interpretive skills
Strong organizational skills; strong attention to detail and risk
Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities

Consultant Relations, Director Resume Examples & Samples

Drive the design and evolution of the consultant relations function, including capturing and consolidating relevant data on consultants and investors
Develop and ensure effective and efficient execution of strategic and specific coverage plans for each targeted consultant firm
Communicate and clarify Guggenheim’s investment capabilities through a solid understanding of the firm’s strategies and products
Establish new and build on existing coverage of consulting firms to strengthen both relationships and reputation, resulting in ratings that reflect the strength of performance and opportunity
Partner with the sales team responsible for developing business with plan sponsors to ensure integrated coverage with home office, research and field consultants nationwide, resulting in increased opportunities to participate in new business searches generated through consultants, including Requests for Proposals, face-to-face meetings, semi-final and final presentations
Track and communicate the effectiveness of the consultant relations efforts internally to senior management
Communicate market intelligence and product feedback from consultants to the business development and investment management teams, helping to drive internal alignment and coordination on investment innovation, product positioning, and competitive analysis
Ensure timely and excellent resolution of consultant inquiries; proactively manage the communication process regarding firm and product updates or changes
Support the development and maintenance of consultant specific information via a consultant profile library and company database/archives
Passionate and knowledgeable about the investment business, able to engage effectively at the highest levels of discussion regarding the Guggenheim investment opportunity
A multi-year track record in a well-regarded asset management firm developing relationships with consulting firms that yielded positive results
Strong interpersonal skills and demonstrated ability to develop productive business relationships with various functions, levels and styles
Deep knowledge of investment products and services including but not limited to Core Fixed Income, Corporate Credit, Structured Products, alternatives and equity products
Experience working with public and private pension plans, insurance companies, endowments and foundations, and other institutional investors
Excellent communication and presentation skills and in-depth product knowledge across multiple asset classes
A self-starting, achievement oriented style; a creative and collaborative problem solver
Strong attention to detail with the ability to manage multiple tasks simultaneously
Demonstrated success working independently and efficiently on consultant servicing, tasks, and projects
Strength of conviction and purpose combined with alacrity and agility to adapt when necessary
Team player able to work effectively with other smart, driven distribution and investment professionals
Self-starter who strives for results
Thrives in a dynamic, fast growing and results oriented environment
Mindset of a business owner, will adhere to the highest standards and think creatively to realize opportunities, wherever they may be
Comfortable with fluidity and invigorated by the opportunity to help shape an evolving team
Establish credibility with the top consultants across research and field teams

Consultant Relations, Associate Resume Examples & Samples

A passion to achieve a high degree of technical knowledge about the products you represent
Good commercial instincts
Keen interest in financial markets, investing and pensions
Ability to multi-task complicated projects under time pressure
Extremely comfortable working in a team where information sharing and support of one another is essential
Strong attention to detail and organisational skills
Positive relationships with investment consultants based in the UK is an advantage
Good working knowledge of pension frameworks is an advantage
Second European language is an advantage
Develop and maintain strong relationships with investment consultants that advise institutional investors
Have primary and secondary coverage of different GSAM product areas. This involves: understanding current consultant advice models; establishing solid relationships with all relevant investment consultants; and managing internal communication with GSAM teams around the world
Responsible for project-managing operational due diligence requests across all GSAM products
Take the lead on events, conferences or marketing initiatives
Jointly responsible for growing relationships, which can lead to opportunities, with non-global consultant firms
Work closely with institutional sales teams to jointly-cover consultants
Keep up to date with developments in asset management and work with internal teams to understand future initiatives which may be relevant
Train and mentor less experienced members of the team

Head of Consultant Relations Resume Examples & Samples

Effective team management required to build strong team relationships, own team member development and provide regular feedback and coaching
Develop and implement a clear strategy to improve consultant perception of Northern Trust to help retain business
Strong people management, highly articulate and communication skills
Ability to initiate and deliver change
Methodical, measured and thoughtful
The ideal candidate will have a strong background within financial services industry with proven client skills and experience
Knowledge of the consultant sector and/or asset servicing would be an advantage
Flexibility to travel within the UK and abroad as required

Analyst, Consultant Relations Resume Examples & Samples

Prepare and deliver investment and market research, analytical reports and consultant presentations
Prepare regular investment commentary for client and consultant reports
Review and edit investment related documents to ensure integrity and continuity of communication
Consolidate, share and map out information with the team individuals who are interfacing with the market to help build a game plan
Help maintain the accuracy of information and data upload of the consultant and Institutional Investor Databases and SharePoint site for all products
Help maintain updated and compliant responses within consultant database and RFP Database (PMAPS) including guiding the work of support resources for this activity; continuously seeking improvement related to RFP language, process and content RFIs, RFPs, and DDQs
Assist in coordinating processes for managing RFP and DDQ responses, from receipt of proposal to final submission
Act as support for senior members of the Institutional team to ensure accurate completion of RFPs, RFIs, DDQs, and other client communications and marketing plans
Develop and main an effective working relationship with the Client Servicing, Business Development, Client Portfolio Management and Investment Management teams
Prepare a variety of client communications both internally and externally
Support for updating quarterly and ad hoc Marketing presentations
Support the business unit’s marketing plan, and production of marketing materials and presentations
Organize workflow using independent judgment to assess and establish priority items
Execute customized requests for competitor and client related Market Intelligence, in aid of specific business development opportunities
Generate client communications with market data and information gathered from investment and research meetings into targeted publications to CAM’s and external clients
Prepare investment communications that are clear and accurate on market conditions, trends and portfolio positioning in collaboration with portfolio managers
Ensure all communications adhere to CIBC’s compliance requirements
Create numerous investment presentations, prepare documents that are comprehensive in nature and interpret information with the assistant of appropriate parties/experts, if required
Support the execution of media plan including newspapers, industry magazines and other media sources to enhance profile
Identify business related knowledge building forums to attend and present the information back to the team
The role requires individual initiative to progress projects which champion our company objectives and collaboration with colleagues across the firm and enterprise for effective implementation

Global Consultant Relations Resume Examples & Samples

Work closely with the UBS AM consultant relationships teams in other countries/regions and support their efforts by ensuring that appropriate research is carried out globally and ratings achieved
Lead research relationships with key global consultants based in London
Working with the Global Head of Consultant Relationships, this person will be responsible for delivering timely and appropriate communications to the consultant community. They will be responsible for the research and ratings of capabilities. This will require a thorough understanding of UBS AM’s organisation and business capabilities and strategies as well as knowing the consultant market and the research and approval processes
The successful candidate will effectively position the firm’s capabilities in the consultant market, while understanding consultant demands for products and new product development. It is imperative that this person has a good understanding of the institutional market but it is equally important that they have the ability to effectively communicate this knowledge to UBS AM’s distribution management committee as well as the investment, product development and business teams

VP-consultant Relations Resume Examples & Samples

Responsible for building strategic relationships with national and regional consultants by enhancing FT Institutional’ s market and product positioning within the institutional sponsor market – Public, Endowment/Foundation, Corporate Defined Benefit/Defined Contribution and High Net Worth
Develop and execute strategic business plans to identify asset growth opportunities (i.e. search activity); maintain strong ratings for existing client exposure; increase exposure/approval ratings for institutional investment focus strategies across distinct FTI investment platforms
Establish and maintain active relationships with multiple investment strategy research analysts and field consultants. Key consultant relationships include : New England Pension Consultants, Willis Towers Watson, Rocaton, Segal RogersCasey, Cambridge Associates, Callan, Mercer and Meketa
Facilitate investment communications, reviews and due diligence initiatives for assigned consultants with an in-depth understanding of multiple institutional investment strategies
Facilitate the communication of consultant-led opportunities across internal GAS partners
Communicate opportunities to enhance existing strategies and develop new products through ongoing dialogue and relationship building with consultants
Identify and communicate industry trends (asset allocation and search) and consultant activity to business partners across FT
Complete requested special/ad-hoc reports/assignments in a timely manner
This position will cover the Northeast Territory and can also be located in Boston or New York**
Series 7, 63 & 3 licenses (or ability to obtain)
CFA /ability to work towards CFA certification desired

VP Business Development & Consultant Relations Resume Examples & Samples

Develop and manage key national and regional relationships with major Benefit Consulting organizations in the Health & Wellness marketplace, including National Practice Leaders, individual consultants and their major clients
Successfully position our unique capabilities to employer clients through major Benefits and Human Resource consulting firms. Aggressively prospect for new sales opportunities on a business-to-business basis to potential clients through relationship building, networking, and lead follow-up and generation, resulting in execution of a business agreement
Generate and manage sales leads and opportunities within revenue targets through company telemarketing, marketing, and internet activities. Qualify, validate and assess opportunities with established prospects and formulate solutions tailored to the prospect’s goals
Lead proposal solution process (proposal development, pricing, and presentation) to ensure best and most competitive approach and proposal is crafted and delivered—all in a timely manner
Initiate and drive the RFP process and develop relationships with internal staff to achieve sales goals and meet expectations of consultant and client

Consultant Relations Associate Resume Examples & Samples

Relevant experience (3+ years) at an investment management firm, preferably working with consultants
Competitive analysis experience ideal but not required
Strong written communications skills, to include the visual display of quantitative information
Proficiency with electronic data services (e.g., Bloomberg, FactSet, Frank Russell)

Global Consultant Relations, Associate Resume Examples & Samples

Drive relationships with consultants in Germany and Switzerland in close cooperation with local sales teams
Support the activities of more senior colleagues
Deal with queries from investment consultants in the region
Review submission documents produced by the RFP team
Prepare and attend consultant meetings, deal with follow-up
Help with all aspects of account planning, record keeping, CRM system management
Become member of account management teams for specific firms
Successfully interact with investment teams and other parts of the business
Promote BlackRock’s capabilities externally and represent GCR internally
Fluency in the German language is essential. An ability to work in other relevant European languages (Italian, Dutch, and French) would also be an advantage
The candidate will need a strong service orientation; an ability to work in a fast-paced environment and a proven ability to prioritise when faced with competing demands
Candidates are expected to demonstrate strong general knowledge of investment issues and market trends. Strong communication skills (verbal and written) are required, as is an aptitude to engage effectively with both external clients and internal stakeholders

Global Consultant Relations Associate Resume Examples & Samples

Bilingual a must: English/French (written and spoken)
3-6 years of relevant experience such as investment consulting, portfolio management/research or institutional relationship management
Proactive team player; ability to prioritize and work with professionals at all level

Consultant Relations Manager Resume Examples & Samples

Full responsibility for Dimensional’s relationships with multiple investment consulting firms, across manager research and client consultant aspects, and to all consultant-intermediated market segments (DB, DC, Wealth, Insurance)
To ensure that Dimensional is putting the best team in front of influential parties and decision makers at consulting firms in order to increase breadth and depth of relevant buy ratings across investment platform
Establish and develop relationships with manager researchers and field consultants who are key influencers
Provide constructive feedback on products and trends to the executive, sales and investment management teams
Have a strong voice with regards to branding, positioning, marketing communications and product development
To work closely with the client service and sales teams within DFA’s Global Institutional Services Group
A strong academic background is required; an advanced degree or professional designation such as a CFA, is preferred but not a requirement
Seven to ten years of business experience, ideally gained from working at an institutional investment or consulting firm
Excellent sales skills and communications talent, as well as an extensive and deep knowledge of the institutional investment management and consulting business
Confidence in discussing equity and fixed income investing with an institutional audience
Track record of building relationships with top tier consultant firms
Leadership skills combined with the ability to promote collegial working relationships across business groups and regions
An ability to develop internal and external relationships across a wide range of professional peers
Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner
A strong sense of professional and personal integrity and high ethical standards that will be key in building successful internal and external relationships
Highly motivated to significantly increase consultant coverage and institutional business
While we seek a candidate with a strong academic background, including an advanced degree or professional designation such as a CFA, a proven successful track record is of far greater importance

Consultant Relations Director Resume Examples & Samples

Organize, develop and manage the firm's institutional investment consultant efforts in the U.S. and Canada
Work closely with the Head of Sales to develop a marketing plan, and be responsible for building/executing an effective calling program to deliver the firm's full resources and gain ratings advocacy from key consultants
Increase the firm's presence within the consultant community and strengthen/build long-term relationships with research and field contacts
Align with institutional sales professionals to identify and pursue new business opportunities
Share industry trends and consultant feedback with PM, Sales, and IR teams. Contribute insights to meeting prep, due diligence meetings, Finals and new product development
Contribute to RFPs involving consultants and monitor progress to ensure robust and timely submissions
Maintain dotted-line oversight of databases (i.e., eVestment) to champion best practices for a consultant audience
7+ years of relevant experience with institutional investment consulting
Strong network of investment consultant relationships
Understanding of institutional investment marketplace; experience with fixed income is a plus
Excellent communication skills and ability to function well as part of a team
BA/BS or related business degree from a well-regarded institution, MBA or CFA a plus
Strong sense of pride, passion, ownership and personal accountability

Global Consultant Relations Resume Examples & Samples

Proactively contribute to BlackRock’s relationships with key Consultant firms through the execution of agreed Account Plans
Build relationships with the consultant firms, providing thought leadership and leading our dialogue across the breadth of Blackrock product capabilities
Contribute to the research agenda in alignment with the firm’s key objectives and client demands
Develop and maintain a strong working knowledge of Blackrock’s existing products and operational capabilities to the extent necessary to successfully position products and services to secure Buy ratings
Communicate with the designated portfolio of firms on a range of business updates, market and topical issues
Gather information from consultants to provide feedback to help the business support sales activity and product development
Gain a clear understanding of our Consultants and their clients’ service and technical requirements, acting as an ultimate escalation / resolution point for outstanding issues or queries and working with the relevant areas of the wider business accordingly
Represent and promote BlackRock at client conferences, industry forums and client entertainment events
Represent the GCR function across the breadth of Blackrock’s Client Businesses and Portfolio Management teams and to build effective and strong relationships across the business
It will be critical to work closely and collaboratively with other team members and the rest of the Institutional Client Business to achieve overall business objectives
Knowledge of Institutional market
A results orientated self-starter who can quickly analyse consultant needs and focus on delivery
Collaborative individual who acts in the best of interest of the firm
Proactive team player across the whole business
Good listening skills and an inquisitive working style
Ability to network and develop long-term relationships with consultants and internal business partners
Technical knowledge and genuine interest in the UK DB and DC Pensions market, regulatory and investment industry and associated competitive landscape
Professional qualifications - Investment Management Certificate and progression towards CFA is desirable
Strong knowledge of Investment markets that ideally spans all asset classes, to an extent that will command the respect of our Investment team colleagues and the consultant community
Development and execution of account plans and achievement of agreed business targets
Achieve and maintain buy ratings across our target range of products
Ability to commercialise buy ratings
Build close relationships with your portfolio of Consultant firms
Build strong and collaborative relationships within the GCR function and with your network of internal colleagues across Blackrock
Effective and diligent use of CRM and Management Reporting tools to provide transparency of your activity and overall measurement of your accomplishments

Consultant Relations Director Resume Examples & Samples

Develop and execute on a business plan to drive investment sales through key consulting firms and retirement specialist advisors, and increase brand awareness and acceptance of Great West Investment products among key consulting firms
Communicate via all appropriate means (e.g., face-to-face, phone, email, webinars, conferences, etc.) with senior level executives of the industry’s most influential defined contribution investment consulting firms, retirement specialist advisors, research analyst teams, and field consultants
Drive growth of Great West investment products by working closely with Empower Sales Directors, Great West Investment Product team and Great West Investment Sales Directors to identify opportunities for placement of Great West investment solutions that address plan sponsor/participant needs and to facilitate that process through the investment consultant or retirement specialist advisor
Establish Great West Investments as a trusted partner and industry thought leader by providing consultant firms, retirement specialist advisors, field reps, and research teams with insights on industry trends and topics such as QDIA enhancements and Retirement Income
Maintain strong ratings for existing investment products through timely investment reviews and due diligence meetings to review changes or enhancements to people, product, and/or performance
Serve as a main contact and facilitator for any consultant or advisor retirement investment-related requests for proposals and other related sales opportunities
Communicate consultant ratings internally to our key business partners
FINRA Series 6 and 63 registrations required within 90 days of hire or transfer
Five years directly related work experience (in sales, investment consulting and/or investment relationship management)
Strong, reputable relationships with key consulting firms and their internal decision makers
In depth knowledge of retirement plan markets, investment products, capital markets, portfolio theory
Ability to communicate the benefits of the Great West Investments Products in a confident and compelling manner
CFA or CFA Candidacy (or interest in pursuing) is strongly desired
Will travel up to 50% of the time, including overnight stays, via air travel, train, and/or automobile to various states to attend meetings with key parties within assigned distribution channels. Normal working conditions typically from a home office, such as Denver
Ability to manage multiple priorities with strict deadlines

Consultant, Consultant Relations Resume Examples & Samples

Execute on engagement strategy for each key consultant
Assist in devising an ongoing knowledge management plan that ensures the proper education and training of the key consultant’s staff
Maintain a specific focus on the quality of relationships with those consultants that have a strategic impact on the overall business of Fiserv, particularly as indicated by their past successes and critical mass of current business across Fiserv’s Business Units
Establish credibility and confidence with consultants and throughout Fiserv by consistent follow through and responsiveness
Consult with Fiserv Leaders and consultants on an ongoing basis to get their vision and ideas on ways to improve the service to Fiserv’s and the consultant’s mutual clients
Leverage personal network to foster positive professional interactions between Fiserv associates and consultants
Support internal Fiserv business cadences (Long-Range Planning, Annual Operating Plan, etc.) with Consultant Relations data as requested
Measure and analyze consultant historical and current activity with Fiserv to provide insights to Fiserv executives and associates as needed
Define and execute consultant participation in major Fiserv customer events
Provide regular product and corporate updates to consultants via a standard cadence
Manage Fiserv/Consultant conflicts and use resources to resolve complaints before they escalate
Build and maintain consultant profiles containing service offerings, contact names, etc to make it easier for Fiserv associates to work with the consultant
Manage NDA renewal process for all consultants to protect Fiserv intellectual property and proprietary commercial information
Monitor Fiserv’s relationship status with consultants and notify key Fiserv Leaders when issues arise
Travel 30-50%
4-8 years of experience in a technology partner relationship and/or business development role
Demonstrated comfort working in a cross-functional, matrix-oriented environment
Experience indicating an understanding of the information needs of a sales organization with respect to partner relationships
Experience indicating an ability to understand and effectively communicate with multiple functional groups
Demonstrated understanding of key sales performance metrics and processes (pipeline, forecasting, demand generation, etc.)
Demonstrated ability to interact with and support senior leaders
Solid understanding of partnering processes, best practices, and measurement
Exceptional time management abilities
Ability to distill loosely defined problems, identify potential approaches and execute solutions
Strong skill level with Microsoft Office
Strong communications skills (written and oral)

Global Consultant Relations Institutional Client Business Resume Examples & Samples

2-4 years of relevant experience such as investment consulting, portfolio management/research or institutional relationship management
Sales-oriented approach to daily responsibilities
Series 7 and 63 desirable, must be willing to obtain

Global Consultant Relations Resume Examples & Samples

Work on a wide range of products including alternatives, equity, fixed income, and multi-asset investments and solutions, eventually specialising in certain preferred products
Forge a partnership with the product teams to develop a full understanding of the team and how they invest money on behalf of clients
As part of the RFP role, respond to ad-hoc and periodic queries from consultants in timely manner
Contribute to continual population and development of the proposals database, refreshing and improving answers on an ongoing basis
The ideal candidate will be a degree qualified individual with at least 2 year financial services experience ideally within an RFP team for an asset management company
A motivated individual that demonstrates drive and enthusiasm. Willing to learn, innovate, and improve
Team player and an enthusiastic “can do” attitude
Good organisational skills, ability to manage own priorities and meet hard deadlines
Attention to detail and quality is essential
Investment knowledge
Advanced Microsoft Excel / Word skills are an advantage
European languages are an advantage
Excellent potential for personal development and career progression, including progression within the RFP team and Global Consultant Relations team at BlackRock
Work in a globally focused team
Professional, successful fast-paced environment and team

Consultant Relations & Strategist Resume Examples & Samples

Making sure that the information and services we provide are recognized and complemented by the Consultant Services
Review product –specific marketing and fund performance materials for clarity, consistency and accuracy of messaging
Marking sure that the Asia managed products are properly rated at all asset classes
Write investment-related commentary and research tailored for internal or external use
Maintain knowledge of economy, financial markets, asset classes and competitive landscape
Engage in strategic dialogue with the investment teams to ensure continued coordination and success
Help drive business growth across Asia Pacific markets
Support the Asia Pacific investment team in its global go-to-market efforts
Minimum six years’ work experience in the investment advisory or investment management industry
Minimum four years’ work experience in maintaining/establishing relationships with consultant services firms
Sharp investment acumen
Senior-level presence and communication skills
Entrepreneurial with a desire to help build a leading regional business

Investment Consultant Relations Manager Resume Examples & Samples

Coverage responsibilities will be focused on global consultant firms and national/ regional UK consultant firms
Coverage may also be widened to include specialist alternatives focused consultant firms, depending upon the successful candidate’s skill set and experience
There will be a secondary focus on working with consultant firms’ client consultants to commercialise our ‘buy’ ratings through visits to regional offices, including running presentation roadshows, one on one meetings etc
The role will also involve participation in internal projects/ initiatives with the Global Consultant team and EMEA Institutional Sales team as required
While not core to the role, there would be scope to widen the role to work with the Continental European consultant team if the successful candidate also possessed relevant European language skills

Consultant Relations Manager Resume Examples & Samples

Work closely with Product Management (IPS), Portfolio Management, Business Development, and Relationship Management to establish an agenda that appropriately positions our firm, our capabilities, and products with each individual consulting firm
Meet with consultant research staff and field consultants on a regular basis to develop their knowledge of the firm, our capabilities, and product strategies
Orchestrate product rollouts, consultant marketing strategy initiatives and special projects related to the consultants
Organize and host periodic consultant/client relationship reviews with key consultants and appropriate WMC constituent groups
Obtain regular feedback from consultants regarding the firm, our capabilities, strategies and industry trends and share broadly across the firm

Senior Director, Consultant Relations Resume Examples & Samples

Partner with the Head of Sales to evaluate and develop a scalable consultant community strategy that ensures sales and service coverage of the appropriate major U.S. consulting firms
Evaluate and develop a sales and service coverage strategy of the appropriate major U.S. consulting firms
Evaluate and develop a process to monitor and manage relationships with the external consulting community
Create new business opportunities and develop existing consulting client relationship management relationships by
Fifteen or more years of consulting experience in the Financial Services and/or Retirement Plan industries
Bachelor degree required; additional related degrees/designations which may include MBA, MA, CA, LLB, or Ph.D. preferred
Seven or more years of institutional plan sales experience in corporate channels
Prior experience at an investment management firm preferred
Technical fluency and knowledge of retirement product strategies and market trends
Must be willing/able to travel extensively
Requires FINRA Series 6 and 63 or the ability to obtain within 90 days of hire
Track record of effective and successful client development
Candidates must have extremely strong interpersonal, executive presence, influence and negotiation skills as you will represent TIAA at external events, conferences, government bodies and C-Suite executives of client institutions

Director Consultant Relations Resume Examples & Samples

The Director, Consultant Relations develops partnerships with Fidelity's key and influential investment consultants, retirement consultants, actuaries to explain Fidelity's Institutional capabilities. Maintain contact with them, either in person or by telephone
Provide technical descriptions of Fidelity's investment process and appropriateness of investment disciplines for pension funds. Offers creative solutions based on the competitive advantages of Fidelity
Work in collaboration with the sales team, the relationship management team and the product team to facilitate the growth of our business. Help maintain or increase the existing asset base through active participation in sales and account management
Provide input into the development of the Consultant Relations annual business plan and help coordinate the execution of the plan
Top tier benefits and perks including reimbursement for tuition, health and fitness club membership fees and computers for personal use
Countless opportunities to learn and grow within the Company

Senior Consultant Relations Mgr Resume Examples & Samples

Degree in business, finance, economics or related disciplines
Direct investment management or consultant experience
Ability to understand and communicate complex investment ideas and have excellent relationship management
Fluent in Mandarin is plus but not mandatory
Highly effective communicator, independent and self-motivated

Senior Director, Consultant Relations Resume Examples & Samples

Work closely with key internal stakeholders to develop and refine the firm’s market strategy, including Product/Customer Experience, Marketing, Investment Management, Institutional Services and Institutional Sales
Execute on the strategy by both meeting regularly with and directing other field resources to develop and deepen relationships with key DC consultants
Assist with the launch of new products, features, results, research and other special projects
Work closely with the Institutional Services leadership and relationship management team to manage and ensure the retention of existing clients
Provide periodic updates internally, both formally and informally with the firm’s executive and leadership teams, as well as other key stakeholders
Seek periodic feedback from the consulting community on Financial Engines, its products/services and competitive standing both through formal surveys as well as informal input
Participate in consultant, vendor and industry conferences
The successful candidate will have at least ten years of relevant industry experience, as well as several years of experience in the institutional consulting marketplace, including having existing relationships with top tier consultants. Qualified candidates will also have/be
Executive presence and strong C-suite level presentation skills, effective written & verbal communications
Skilled at establishing priorities and maintaining focus to achieve results
Strong people management skills and track record of coordinating internal people resources
Team player mindset; comfortable operating in a lean and fast-paced environment with aggressive growth aspirations; demonstrated ability to work collaboratively with both internal and external partners
Significant travel is required

AVP, Head of Consultant Relations Resume Examples & Samples

Build strategic relationships with international, national and regional consultants by enhancing SLIM’s market and product positioning
Create an annual contact plan for each consulting firm, covering relevant investment strategies, to build relationships across the leadership, field and research consultant groups
Oversee populating of industry and consultant databases
Serve as resource to consultants on markets, product development and trends
Lead relationships with research consultants, including responding to incoming requests and opportunities in a timely manner, as well as planning, coordinating and participating in research meetings
Working in collaboration with the affiliate distribution resources, serve as the central contact and coordinator for consultant-led RFPs
Communicate consultant ratings to our affiliate companies
Identify and communicate industry trends (asset allocation and search) and consultant activity to business partners across SLIM
Complete meeting agendas, pre-meeting notes and call reports in a timely manner and ensure metrics reporting is submitted and tracked in a timely fashion
10+ years of relevant experience, which could include in consultant relations, or in investment consulting, portfolio management/research or institutional relationship management
Bachelor’s degree, preferably in Finance, Economics or a related field; CFA and CAIA a plus
Strong rolodex of consultant relationships
Knowledge of institutional product landscape, including alternatives, with a particular focus on Canada and the US
Exceptional interpersonal, communication, organizational, and presentation skills
High level of self-motivation, with strong integrity and ethics
Demonstrated analytical ability
Excellent communication skills, both verbal and written

Consultant Relations Co-op Resume Examples & Samples

Producing presentation materials for the team,
Assisting with meeting set up
Maintaining records and reports in our CRM system SalesLogix,
Helping the database team to proof data in the consultant databases,
Updating consultant profiles,
Researching relevant topics through consultant authored white papers,
Completing special projects as required by the team
Capable of working independently
Solid working knowledge of Excel
Sound organizational skills

Consultant Relations Manager Resume Examples & Samples

All aspects of the promotion and servicing of existing allocations in the entire range of Man's investment products and solutions
Implementation of coverage strategy for investment consultants across the US and Canada and coordination with sales team activities for targeted clients
Establish and maintain relationships at all levels within investment consulting firms covered. This includes senior management, investment strategy and research as well as field consultants
Increase sales and retain assets of Man products in the firms covered
Develop working knowledge and maintain the internal information systems relating to the management of investment consultants, including the details of all product ratings, progress against strategy, meeting schedules, and mandates put forward and won
Be consistently deep in all Man product offerings and have extensive knowledge on industry trends and key movers of it
Integrate calling effort with the priorities of Global Consultant Relations team and the regional sales teams in North America
Practice strong teamwork with all Man and intermediary partners

VP-consultant Relations Resume Examples & Samples

Responsible for building strategic relationships with global, national and regional consultants by enhancing FT Institutional’ s brand, market and product positioning within the institutional consulting community
Establish and maintain active relationships with multiple investment strategy research analysts and field consultants. Key consultant relationships important to the East Coast based position may include: AON HEK, Cambridge Associates, NEPC, Rocaton, Segal Marco, Willis Towers Watson, Rocaton and others. Key relationships pertinent to the West Coast role may include: Callan, Pension Consulting Alliance, Russell Investments, RVK, Verus and Wilshire Associates
Experience working with Institutional Consultants in the designated region is a plus

Global Consultant Relations Resume Examples & Samples

Develop and execute a strategic plan for engagement with investment consultants in the region
Further enhance existing relationships as well as building new relationships with consultants through deliberate and pro-active engagement
Partner with the client businesses and investment teams to represent BlackRock in defending existing consultant intermediated business as well as winning additional assets and new clients to the firm
Build advocacy across our key investment platforms
Working closely with colleagues on the Team to ensure delivery of high quality RFPs and database popularization to support revenue targets
Oversee responses to incoming consultant queries and opportunities
Effective use of CRM system to provide effective communication and transparency of your activity
Provide the investment consulting community with thought leadership around BLK’s key investment themes and initiatives
Deliver consultant and market insights to key stakeholders around the firm
This role is focused on the coverage of investment consultants primarily in German speaking Switzerland and the Netherlands. Relevant language skills are therefore essential
Excellent organizational skills with a proven ability to prioritise effectively
A results orientated self-starter who can quickly analyse consultant needs and focus on commercial delivery
Good listening skills, inquisitive working style with a solution focused mentality
Working knowledge of, and a genuine interest in the institutional market place (regulatory issues, trends, competitive landscape etc)
Strong knowledge of Investment markets that ideally spans all asset classes, to an extent that will command the respect of our investment team colleagues and the consultant community

Associate, Consultant Relations Resume Examples & Samples

Establish proficiency with all internal databases and tools
Provide proactive support of RDs in all manner of consultant coverage
Prepare request for proposals (RFPs) to the highest industry standard
Create, update and maintain product, strategy and firm information in Briefing Memos utilized by senior members of the CR, Sales and Executive teams
Establish and Develop relationships with peers at consultant firms
Develop an extensive knowledge of the institutional investment business and Dimensional’s positioning and offerings
Active contributor to both tactical and strategic CR projects
Follow industry and consultant trends and developments
A strong academic background is preferred; Bachelor’s degree is required
Ability to ultimately work independently, to prioritize and exercise time management
Computer and analytical expertise
Demonstrate drive & determination to achieve high quality results
Flexibility and willingness to take on challenging tasks and projects
A strong sense of professional and personal integrity and high ethical standards
Initiative, accountability and focus on quality
Commitment to the philosophy and process underlying Dimensional’s investment approach
Highly motivated to significantly increase depth and breadth of consultant relationships

Dss-security Consultant Relations Resume Examples & Samples

Discover and collaborate to close new business opportunities for the ASSA ABLOY family of brands and solutions with targeted Security Consultants, and their associates and customers
Prospect, cultivate, train, educate and support ASSA ABLOY’s business relationship with targeted Security Consultants which influence the application and/or purchase of ASSA ABLOY brands and solutions
Deliver product presentations and related sales support for ASSA ABLOY’s family of brands and solutions while coordinating those efforts with the local ASSA ABLOY Door Security Solutions sales and demand generation teams to ensure proper localized team coverage
Communicate, share and manage all opportunity leads with the appropriate Door Security Solutions teams to ensure a coordinated field attack plan
Lead and coordinate Security Consultant and related End User and/or Architectural project/job meetings as may be required along with the relevant Door Security Solutions team, including but not limited to site surveys, door openings application review, product specifications language suggestions, samples for proof of concepts, etc., within the affected/impacted territory and/or region
Maintain and submit call report logs as required. Communicate all activity, progress, opportunities and respective challenges to ensure complete transparency and collaboration within the teams

Assistant VP Consultant Relations Resume Examples & Samples

Work closely with strategic consultant partner firms to translate the needs of the consultant community to the enterprise and incorporate it into Consultant Experience Visioning and Strategic Planning (CE roadmap)
Maintain consultant contact management and history via SalesForce
Attend industry conferences
Bachelor's degree, plus 10 years Defined Contribution sales, relationship management or related experience with proven track record that directly aligns with the specific responsibilities of the position
Strong relationship management orientation and drive to deliver high quality work
High-level of initiative/motivation to achieve corporate, business unit and personal goals

VP Consultant Relations Resume Examples & Samples

Establish, strengthen and maintain strategic consultant relationships through proactive and regular ongoing contact
Strong Defined Contribution market place, trends and legislative knowledge
Proven history of working with major consulting firms

Consultant Relations Analyst Resume Examples & Samples

Support CR team in handling consultant requests
Work with CR team to coordinate formal roadshows
Coordinate conference calls and due diligence visits with prospects/consultants and appropriate product specialist or portfolio managers to discuss Macquarie strategies
Keeper of group documents including Roadmap, search/finals/wins tracking sheet, territory map and other working documents
Work with marketing to improve materials based on feedback from CR team and based on own experiences
Working with internal CRM experts at continuing to enhance CRM (Salesforce) database based on team recommendations
Ongoing research and focus surrounding the CR teams strategic initiatives (OCIO, DC, Financial Intermediary, Insurance, LDI). Understand regulations that may affect initiatives, tracking news/press releases related to specific consultants, etc. Being the teams resident expert regarding these strategic initiatives
Help to coordinate PM/PM proxy travel across distribution to maximize investment team members time
Develop and maintain in-depth knowledge of financial markets, Macquarie products and services and competitive landscape; responsible for discussing Macquarie's broad array of investment strategies across all disciplines (strategy objectives, portfolio structures/vehicles, investment management process, strategy and benchmarks); develop and maintain a thorough understanding of key prospects, consultants, and competitors
Ensure compliance with internal and external rules, policies and procedures as well as regulatory requirements
Maintain and update Client Relationship Management system regarding telephone conversations, meeting notes, RFP's, new opportunities and activities in designated territory
Coordinate email campaigns including thought leadership, white papers, product positioning and quarterly communication pieces
Plan and coordinate industry conferences, including logistics, reviewing attendee lists, targeting and scheduling meetings and post follow up communication
Track down, qualify and usher RFP's through the process, working closely with RFP, product and portfolio management teams
Conduct special projects including exploring new markets, competitive analysis, market research and database searches
Basic knowledge of financial marketplace and investment management, experience with the sales of financial products and 1-3 year(s) of prior financial services experience required
Team oriented, ability to effectively manage time, strong communication skills
Highly motivated self-starter, willing to take initiative
Ability to work extended hours if necessary
Series 7 and 63 required within 6 months of hire
Proficiency in Microsoft Office, especially Excel, required
Strong presentation, communication and organization skills

RVP, Consultant Relations Resume Examples & Samples

Increase visibility and growth with strategic consulting firms by promoting VALIC’s brand, service model, product offering and administrative capabilities
Develop business plans for each strategic consulting firm (including a brief overview of each firms exposure with VALIC, service model preference(s), investment /asset class preferences, organizational structure & decision makers across field consultants and research). with the goal of improving business relationships, driving sales growth and assisting in client retention
Promote coordination across enterprise to ensure delivery of the right services and solutions to consultant partners

VP, Consultant Relations Resume Examples & Samples

Facilitate communication and share information across organization
In-depth product knowledge and ability to articulate product features and benefits
Strong presentation skills with ability to influence at all levels of management
Ability to work independently and with others in a collaborative environment
Extensive travel required

Director, Consultant Relations Resume Examples & Samples

Have leadership presence and ability with 5-10+ years of client/consultant-facing experience with a proven successful track record of helping to raise DB institutional assets and building relationships with a broad rolodex/network of consultants and plan sponsors in the Western Region
Have experience with a multi-faceted range of institutional asset management products (traditional and alternative) with the ability to speak cogently across different strategies
Be confident/self-assured as well as credible
Possess an entrepreneurial spirit and work effectively to build consensus
Be high energy, focused and strategic
Possess very strong verbal and written communication skills, including ability to develop positioning points and influence decision-makers with strong persuasive presentation skills
Be a quick learner and thinker who is creative, flexible, open-minded and a strong new idea generator. Have an enthusiastic, pro-active attitude with ambition to take on new challenges
Possess a strong intellect and high level of emotional maturity; be an inquisitive and independent thinker
Exhibits honesty and unfailing integrity
Be visible with clients/prospects and the consultant community to drive new business; Have a strong commercial orientation; be business driven as well as client-driven-have knowledge and appreciation for various institutional sales strategies for different types of plan sponsors
Possess sophisticated investment, financial, and distribution acumen, known for delivering results against goals
Collaborate, communicate, and coordinate in the utilization of all resources
MBA/CFA preferred

VP Consultant Relations Resume Examples & Samples

Facilitate the communication of consultant-led opportunities across internal Franklin Templeton partners
Serve as central contact and coordinator for all assigned consultant-led requests-for-proposals and other related sales opportunities
Execute on established goals of product ratings, sales activity and client retention within defined consultant coverage
Monitor and deliver planned actions with consultants, including database & questionnaire responses ensuring completeness, accuracy & timeliness of delivery
Engage, communicate & report in a timely manner with internal stakeholders within FT (Distribution – USIS Sales/RM, USAS, IAG, Mid-Office Client Service, Portfolio, Product Marketing, Product Management, RFP, Database Services, etc.)
Communicate consultant ratings to our key business partners; participate in pre and post-finals calls with consultants and the USAS Institutional team; communicate important developments during consultant meetings
Complete meeting agendas, pre-meeting notes and call reports in a timely manner and ensure adequate metrics reporting is submitted and tracked timely
Strong understanding of investments and investment process
An understanding and exposure to institutional investment consultants/gatekeepers

Institutional Sales & Consultant Relations Resume Examples & Samples

Collaborate with the other sales and consultant relations professionals to organize and expand successful sales and consultant relations strategy around a focused territory in the Central Region in line with the firm's overall strategy, which targets Corporate Plans (DB & DCIO), Endowments & Foundations and Healthcare plans. A clear focus on prudent asset growth is critical. This will be achieved through gaining consultant advocacy and winning new mandates with qualified prospects within the region while also expanding the relationships with current clients of Voya Investment Management
Represent all investment platforms at Voya as a true ambassador for all strategies (e.g. Equity, Fixed
Income, Senior Loan, Multi-Asset Strategies & Solutions, and Alternatives). Effectively communicate the investment philosophy, process, strategies and performance to prospective clients and consultants as a proxy for the Voya investment engine
Communicate substantive consultant and client activity with the firm through written call notes
Lead the sales and consultant relations process for assigned organizations; settle team, agenda, and materials necessary for all presentations involving other firm professionals
Accurately and successfully represent the firm to the outside world in various public forums
Participate in periodic strategic budgeting and sales team planning meetings
Minimum of 3 years of experience in an institutional sales or consultant relations role at an investment management firm
Current client contacts and relationships with Corporate Plans (DB and DCIO), Endowments & Foundations and Healthcare plans and/or consultants in the Central US region
Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients
Demonstrated ability to represent a multiple-platform/product firm
Strong understanding of and experience in the rapidly growing DCIO market
Willingness and ability to travel extensively
Excellent interpersonal skills and demonstrated team orientation and collaboration
High degree of initiative, results orientation and entrepreneurial attitude
Manage relationships with investment consultant manager research staff (primary) as well as field consultants (secondary), to the extent that field consultants are accessible
Excellent communication and presentation skills and an ability to explain and discuss sophisticated investment strategies and complex investment solutions
Proven success in building long-term relationships
Proven success in sourcing, closing and servicing large client mandates and/or gaining consultant advocacy for investment products of a multi-platform/product firm
Proven success in presenting during "finals" meetings, demonstrating a keen understanding of the sales cycle
Strong academic background, with a preference for an advanced degree such as an MBA or a professional certification such as the CFA
FINRA Series 7 and 63 required
Possible additional experience outside of an institutional sales role such as with a plan sponsor, board of trustees, pension consultancy, or as an investment professional
Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution

Institutional Sales & Consultant Relations Resume Examples & Samples

Collaborate with the other sales and consultant relations professionals to organize and expand a successful sales and consultant relations strategy around a focused territory in the East Region in line with the firm's overall strategy, which targets Corporate Plans (DB & DCIO), Endowments & Foundations and Healthcare plans. A clear focus on prudent asset growth is critical. This will be achieved through gaining consultant advocacy and winning new mandates with qualified prospects within the region while also growing the relationships with current clients of Voya Investment Management
Represent all investment platforms at Voya as a true ambassador for all strategies (e.g. Equity, Fixed Income, Senior Loan, Multi-Asset Strategies & Solutions, and Alternatives)
Effectively communicate the investment philosophy, process, strategies and performance to prospective clients and consultants as a proxy for the Voya investment engine
Lead the sales and consultant relations process for assigned organizations; determine team, agenda, and materials necessary for all presentations involving other firm professionals
Minimum of 3 to 5 years of experience in an institutional sales or consultant relations role at an investment management firm
Current client contacts and relationships with Corporate Plans (DB and DCIO), Endowments & Foundations and Healthcare plans and/or consultants in the Eastern US region
Deep understanding of and experience in the rapidly growing DCIO market
Proven success in sourcing, closing and servicing large client mandates and/or gaining consultant advocacy or investment products of a multi-platform/product firm
Proven success in presenting during “finals” meetings, demonstrating a keen understanding of the sales cycle

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