Associate, Global Consultant Relations
Core
Support consultant engagement efforts, maintain consultant relationships, and ensure compliance within the North America business for an asset manager.
Role type
Associate, Global Consultant Relations
Builds
Consultant engagement and retention programs
Domain
Asset Management / Private Markets
Deliverable
client delivery
Required skills
relationship management, project management, data management, regulatory compliance, content creation, time management
Preferred skills
private markets knowledge, FINRA licenses (Series 7, 63), CFA/CAIA certification
Technologies
CRM databases
Responsibilities
Support existing consultant and client relationships, maintain consultant-related data and CRM database, create content for consultants, support planning and execution of consultant interactions, provide operational support for the team
Seniority
Associate, 3+ years experience