Senior Relationship Manager Consultant (Remote)

We are seeking a dedicated and accomplished Senior Consultant Relationship Manager to join our esteemed Global Consultant Relations team. This remote position offers an exceptional opportunity to foster and enhance relationships within the investment community, aligning our strategic initiatives with the demands of the consultant research sector. Your expertise will play a pivotal role in supporting our business growth and client retention across diverse market landscapes.

Key Responsibilities

• Cultivate and sustain robust relationships with global, national, and regional consulting firms to comprehend their investment objectives while promoting our strategies.
• Provide insightful market intelligence regarding key search trends and emerging developments pertinent to targeted consulting firms.
• Align our investment strategies with the specific needs of consultants to ensure success in the institutional market.

Required Skills

• FINRA licensure (SIE, Series 7, and 63) required within 90 days of employment.
• Proven ability to identify opportunities, manage projects efficiently, and adopt a client-centric approach.
• Exceptional verbal and written communication skills with an emphasis on relationship building, negotiation, and presentation.
• A collaborative team player, with an MBA or CFA and experience with Taft-Hartley funds considered advantageous.
• Willingness to travel approximately 40-50%.

Qualifications

• Bachelor’s degree or equivalent experience.
• More than 8 years of experience in investments or related fields, particularly with institutional consultants.
• Demonstrated success in the Northeast and Southeast regions, establishing a strong track record of trust, mandate acquisition, and client engagement.
• Established relationships with delegated and advisory teams, including manager research and field consultant contacts.

Career Growth Opportunities

Joining our organization provides substantial opportunities for professional development and career advancement within the financial services sector. We are committed to facilitating your growth through continuous learning and accessible resources.

Company Culture And Values

As a mission-driven organization, we prioritize making a meaningful impact in the financial services landscape. We are dedicated to fostering a diverse, inclusive, and supportive work environment where every employee can thrive.

Networking And Professional Opportunities

Become part of a network that encourages collaboration and connection within the investment community. Our organization values partnerships and aims to provide you with opportunities to expand your professional circle.

Compensation And Benefits

• Location: This position offers flexibility with remote and hybrid work options in Des Moines, New York, Chicago, or Charlotte.
• Salary Range: (174,000 – )280,000 annually, determined by location, experience, and skill level.
• Time Off: Enjoy Flexible Time Off (FTO), allowing you to take paid time away for vacation, personal matters, or short-term illness.
• Work Authorization: Currently, we are not accepting applicants requiring immigration sponsorship.

Why Join Us?

We are committed to creating a significant impact in the financial services sector while ensuring that our employees are supported with comprehensive benefits that safeguard their well-being.

Equal Opportunity Employer

We encourage applications from all qualified individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Employment Type: Full-Time