What are the responsibilities and job description for the Director, Consultant Relations position at Cohen & Steers, Inc.?
Job Summary:
Director position in the Institutional Sales business, responsible for all aspects of Consultant Relations to maintain/achieve strategy ratings, build relationships across research, field consultants, OCIO and other firm influencers, present investment strategies and ultimately raise capital through this critical institutional intermediary channel. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
Work in a collaborative manner alongside two Senior Vice Presidents, one other Director and one Associate Consultant Relations professional to effectively cover the global consultant universe; segmented by tiers, complexity and proclivity to partner with CNS
Directly manage approximately 30 Tier 2 and Tier 3 consultant firms and serve as second chair on 5-10 Tier 1 firms
Build and strengthen relationships across the consultant coverage with Research, Field Consultants, Capital Market teams, OCIO teams and other influencers
Achieve the highest recommendations/ratings across the firms covered and then monetize those ratings with searches, placements and other allocator activity initiated by the consultants
Promote Cohen & Steers investment strategies and value proposition through a high level of activity, meetings, conferences and other relationship building opportunities
Collaborate on coverage and opportunities with the Institutional Sales and Relationship Management teams to triangulate around mandate opportunities
Develop business plans, conduct regular strategy reviews and coordinate activity/tactics for each consulting firm in Director’s coverage
Effectively partner with SVPs to go higher and deeper on larger AUA and OCIO Tier 1 firms
Minimum Requirements:
Bachelor’s degree from an accredited college
5+ years of related experience, with preference in Consultant Relations and/or Institutional distribution
Series 7 and Series 63 licenses preferred or ability to obtain within 6 months of hire
Willingness to travel for meetings
Skilled use of Excel, Word and PowerPoint
Excellent communication and writing skills
Must be able and willing to work in a collaborative and team-oriented environment
Able to prioritize and multi-task in deadline driven environment
Knowledge of broader investment market, with preference to real estate and real assets
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Salary : $155,000 - $175,000