Join our dynamic team at the company Asset Management as a Senior Consultant Relationship Manager. We're passionate about building strong connections and providing innovative financial solutions that empower our clients to achieve their goals. As a purpose-driven firm with over 140 years of experience, we're committed to making financial security accessible to all.
What You'll Do
Cultivate and nurture relationships with consultants globally, ensuring alignment between the company Asset Management's investment strategies and the needs of our clients in the institutional market.
Collaborate with global, national, and regional consulting firms to understand their investment objectives and promote our strategies effectively.
Provide valuable market intelligence on key search trends and developments within the consulting community.
Operate at the intersection of financial services and technology, contributing to the development of cutting-edge financial tools that enhance our customers' financial well-being.
Who You Are
Bachelor's degree or equivalent qualification.
8+ years of experience in investment or related fields, with a focus on traditional and alternative offerings within institutional consulting.
Proven success in the Northeast and Southeast regions, with a track record of securing mandates and supporting client exposures.
Strong existing relationships across delegated and advisory teams, as well as with manager research and field consultants.
Skills in identifying opportunities, project management, product knowledge, client service orientation, and analytical thinking.
Excellent verbal and written communication skills, coupled with leadership abilities.
Demonstrated expertise in relationship building, negotiation, and presentation.
Collaborative team player with the ability to thrive in a fast-paced environment.
FINRA licensing including the SIE or equivalent, series 7 and 63 required within 90 days of employment.
MBA or CFA qualifications preferred.
Willingness to travel, up to 40-50% as needed.
Benefits And Work Environment
Competitive salary range: $174,000 - $280,000 per year, with potential for bonuses and incentives based on individual performance.
Flexible Time Off (FTO) program for vacation, personal, or short-term illness.
Options for remote, hybrid, or in-office work arrangements in locations including Des Moines, New York, Chicago, or Charlotte.
The company supports a diverse and inclusive work culture, offering comprehensive benefits to safeguard the physical, financial, and social well-being of employees.
Additional Information
The company is an Equal Opportunity Employer, fostering an inclusive workplace where all individuals are valued and respected.
Applications will be accepted for 3 full days following the Original Posting Date, with potential for extension based on received applications.
Join Us
At the company, we're shaping the future of financial services with purpose and innovation. If you're ready to make a meaningful impact and grow both personally and professionally, explore opportunities to join our team today!
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting, Information Technology, and Sales
Industries
Human Resources Services
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