What are the responsibilities and job description for the Consultant Relations Senior Investment Director position at L&G – Asset Management, America?
Overview
The Senior Consultant Relations professional will play a pivotal role in driving institutional asset growth by cultivating and managing relationships with key investment consultants. This individual will serve as a strategic partner to both internal stakeholders and external consultants, promoting the firm’s investment capabilities across traditional asset classes. The role requires a deep understanding of the institutional marketplace, strong commercial acumen, and a proven track record of influencing consultant recommendations and driving new business.
Responsibilities
Strategic Relationship Management:
Key Selection Criteria:
$160,000 to $220,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
The Senior Consultant Relations professional will play a pivotal role in driving institutional asset growth by cultivating and managing relationships with key investment consultants. This individual will serve as a strategic partner to both internal stakeholders and external consultants, promoting the firm’s investment capabilities across traditional asset classes. The role requires a deep understanding of the institutional marketplace, strong commercial acumen, and a proven track record of influencing consultant recommendations and driving new business.
Responsibilities
Strategic Relationship Management:
- Develop, enhance, and maintain relationships with global, national, and regional investment consultants. Serve as the primary point of contact for assigned consultant relationships, ensuring consistent and proactive engagement.
- Identify and pursue new business opportunities by leveraging consultant relationships. Drive AUM growth by elevating the firm’s brand and securing product approvals and positive ratings.
- Lead and coordinate consultant meetings, performance reviews, and due diligence sessions. Defend underperforming strategies with transparency and confidence.
- Partner with investment, distribution, product, marketing, and compliance teams to deliver high-quality consultant-facing materials and ensure alignment on messaging and strategy.
- Monitor industry trends, competitor positioning, and consultant activity to inform business development strategies and product positioning.
- Contribute to the creation and distribution of thought leadership content, including white papers, case studies, and event sponsorships.
- Maintain accurate records of consultant interactions, ratings, and opportunities in CRM systems. Analyze consultant databases to identify trends and opportunities.
Key Selection Criteria:
- Bachelor’s degree required; advanced degree or CFA preferred.
- Minimum 10 years of experience in institutional asset management, consultant relations, or institutional sales.
- Established relationships with key investment consultants and a strong reputation in the institutional marketplace.
- Deep knowledge of investment products (fixed income, equities) and the consultant landscape.
- Exceptional communication, presentation, and negotiation skills.
- Demonstrated ability to work collaboratively across functions and lead cross-functional initiatives.
- Strong analytical skills and commercial mindset.
- Proficiency in CRM/database tools (e.g., Salesforce, eVestment) and Microsoft Office Suite.
- Entrepreneurial, proactive, and client-first mindset.
- Ability to manage multiple priorities and meet tight deadlines.
- Team-oriented with a passion for investments and relationship management.
- Adherence to the values of integrity, excellence, teamwork and results.
- High degree of self-motivation
$160,000 to $220,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
Salary : $160,000 - $220,000