Consultant Relations Job Description
Consultant relations
provides investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments.
Consultant Relations Duties & Responsibilities
To write an effective consultant relations job description, begin by listing detailed duties, responsibilities and expectations. We have included consultant relations job description templates that you can modify and use.
Sample responsibilities for this position include:
Work collaboratively with other distribution professionals, investment professionals and across firm departments
Identify and drive the strategic plan with outside investment consultants by tiering key consulting firms and determining which investment strategies are best placed with each firm from a research perspective
Maintaining and managing data in consultant databases relating to the firm's investment strategies
Collaborating with members of the Business Development team to contribute to capital raising activities across various firm products
Developing a fundamental understanding of the firm’s various product offerings and financial markets
Work closely with investment consultants in Canada, including global consultants with offices in Canada Canadian-focused consultants, to develop and maintain positive ratings across our broad range of investment capabilities
Execute on established goals of product ratings, sales activity and client retention by building relationships and knowledge of FT products with Canadian consultants
Attend industry events including conferences and consultant or FT-sponsored events to build relationships, raise FT’s profile and increase product knowledge across consultants in Canada to help grow our business globally with an emphasis on the Canadian institutional business
Develop and execute strategic business plans to identify asset growth opportunities
Establish and maintain active relationships with multiple investment strategy research analysts and field consultants
Consultant Relations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Consultant Relations
List any licenses or certifications required by the position: PHR, SPHR, SHRM, CP, SCP, HR, HID, ADR, CFA, JD
Education for Consultant Relations
Typically a job would require a certain level of education.
Employers hiring for the consultant relations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Human Resources, Business, Education, Management, Business/Administration, Industrial, Human Resources Management, MBA, Finance, Public Relations
Skills for Consultant Relations
Desired skills for consultant relations include:
Institutional investment business and Dimensional’s positioning and offerings
Investment markets that ideally spans all asset classes
Excel
Investment products
Firm
Internal product partners/portfolio managers and keeping abreast of laws and regulations affecting the industry
Investment products and services by initiating frequent contact with other financial institutions
Nuveen’s investment expertise to influence Investment Consultant decisions
Our capabilities
Product strategies
Desired experience for consultant relations includes:
Must possess excellent oral presentation and written communication skills
Candidate should be a self-starter, a team player, and possess strong analytical skills
Working knowledge of the consultant and institutional direct markets, including pension plans, endowments, foundations
Working knowledge of Salesforce, FactSet/eVestment and/or Advent is preferred
Respond to consultant inquiries, including requests for data (ie
Bachelor’s degree, 0-5 years of industry experience
Consultant Relations Examples
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Consultant Relations Job Description
Job Description Example
Our company is growing rapidly and is hiring for a consultant relations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consultant relations
- Cultivate and manage institutional client relationships tailored to individual expectations
- Communicate Axiom’s competitive advantages in a compelling manner consistent with our brand
- Navigate the consultant approval process and Axiom’s ability to achieve and maintain “buy” rank
- Achieve revenue and AUM targets by strategy and consultant
- Manage due diligence process with consultants and plan sponsors
- Act as a leverage point within Axiom for clients/consultants
- Maintain accurate and transparent records within CRM (Salesforce)
- Ensure consultant sales efforts are aligned with institutional and intermediary distribution teams
- Build and develop relationships, coordinate all activities with assigned major investment consulting firms
- Responsible for identifying and helping develop, if necessary, the appropriate resources to get strategies rated at consulting firms, partnering with Investment Managers, Capabilities Managers, Marketing professionals and Client Advisors as appropriate
Qualifications for consultant relations
- Bachelor’s degree (concentration in finance or business preferred)
- Undergraduate degree in business, finance, or related field is preferred, but not required
- Acute knowledge, interest & a minimum of 5 years’ experience with alternative investments
- University degree preferably in Communications, Public Relations, Business Studies or Journalism
- 2 to 5 years of experience in financial public relations industry
- 7-10 + years of consultant sales experience
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Consultant Relations Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of consultant relations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consultant relations
- Providing the Consultant Relations team with research on existing and prospective investors
- Coordinating with global Consultant Relations team members
- Coordinating with client services, legal, compliance and other internal teams
- Working directly with consultants to schedule calls/appointments
- Acting as administrator for team meetings and other relevant forums
- Managing roadshows
- Have primary and secondary coverage of different GSAM product areas
- Provide advice on a range of complex Workplace Relations matters
- Conduct formal investigations in relation to workplace bullying, harassment and discrimination matters
- Lead and coach members within the team
Qualifications for consultant relations
- 3-5 years experience with Consultant Relations and Institutional Sales
- Bachelor’s degree in Human Resources or other business-related field
- JD or Master’s degree in Employment Law is desirable
- Knowledge of Microsoft Access and Front Page is an asset
- Ability to synthesize complex information and display it in a short and clear presentation
- Post secondary education in Human Resources and/or Labour Relations, or equivalent experience
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Consultant Relations Job Description
Job Description Example
Our company is looking for a consultant relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for consultant relations
- Proven problem solving and case management ability
- Strong commercial acumen and the ability to work in a fast-paced business environment
- 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)
- Communicate consultant ratings to our key business partners
- Building strong relationships with consultant contacts, both current and prospect
- Strengthening communication efforts by tracking activity, generating status reports and maintaining updated information for consultant contacts
- Gathering, analyzing and discussing market trends and data
- Responding to internal and external requests with a client service mind-set, exhibiting a strong sense of urgency
- Audit organization to identify employee relations issues, and recommends appropriate actions to address and resolve those issues
- Participate in exit interviews and grievance procedures
Qualifications for consultant relations
- Bachelor degree required, as are Series 6, 7 and 63 licenses
- Minimum of 10+ years in an institutional sales capacity with demonstrated knowledge and experience working with Investment Consultants
- Proven track record and established contacts in the marketplace, specifically with Investment Consultants
- Ability to provide direct and/or indirect leadership to team, including coaching, development and performance management
- Strong verbal communication skills and an ability to foster relationships and build referral loyalty
- Experience working as a pension consultant
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Consultant Relations Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of consultant relations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consultant relations
- Identify and partner with appropriate HR/LR Consultants and Union to ensure timely follow-up
- Research LR bargaining related information as required
- Maintain an excellent working relationship with union
- Design, implement and evaluate common solutions that attract, retain and optimize the associate’s employment experience
- Continually design policies, programs and practices that align with organizational values and business objectives and help foster positive working relationships
- Serve as an associate relations subject matter expert and provide input for the development of employee relations strategies
- Plan and create common strategies, tactics, activities and materials for the purpose of conveying messages to associates
- Create consultative and collaborative coaching relationship with employees and managers
- Investigate and recommend solutions to HR Business Partners and Business Leaders to resolve work-related concerns and complex investigations for all levels within the organization
- Lead the development of leadership training materials and facilitate leadership training sessions for all levels of the organization
Qualifications for consultant relations
- A self-starting, achievement oriented style
- Mindset of a business owner, will adhere to the highest standards and think creatively to realize opportunities, wherever they may b
- Experience handling and resolving associate relations issues and complaints is required
- Capability to lead projects and experience writing detailed procedures and communications is strongly desired
- Strength in working with details, facts and conducting analysis is preferred
- Proven objectivity and experience applying professional judgment to complex HR-related situations
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Consultant Relations Job Description
Job Description Example
Our growing company is looking to fill the role of consultant relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for consultant relations
- Provide counsel on FMLA/ADA/Worker’s Compensation cases and makes recommendation to ensure compliance
- 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
- Effectively using trade associations, consultants and other groups to further business objectives
- The candidate will be tasked with representing the company before U.S. , state and local representatives, including members of Congress, governors and other high-level officials
- Build and develop strategic relationships with consultants by enhancing FT institutional market and product positioning within the investment consultants
- Work with the wider Consultant Relations and local distribution teams to develop and execute strategic business plans to identify asset growth opportunities
- Manage ongoing consultant information and servicing needs
- Act as a relationship manager for select consultant firms’ discretionary/implemented personnel
- Provide support and oversight on behalf of or in conjunction with the local Sales/Client Service teams for consultant queries, monitoring planned actions with consultant including database & questionnaire responses
- Arrange and host on-site visits with consultants and gatekeepers, as required, on behalf of Consultant Relations and other Sales and Client Service personnel worldwide
Qualifications for consultant relations
- Bilingual (French and English) both written and oral would be an asset
- Bachelor’s Degree or equivalent work experience in human resources or related field required
- Prior experience leading the design and development of employee relations policies, practices and programs
- Knowledge of employment, labor, and other pertinent laws and Human Resources practices
- Group facilitation skills, analytic and problem solving skills, personal computer skills
- Experience must demonstrate a successful track record in increasingly responsible roles