Associate, Consultant Relations - Parametric
Core
Supports Parametric's efforts to build and maintain business with investment consultants by coordinating with senior team members, providing firm and investment strategy information, and collaborating with Sales to create and convert opportunities.
Role type
Associate, Consultant Relations
Builds
Investment portfolios and business relationships for institutional clients
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
CRM management, briefing memo preparation, cross-functional collaboration, market trend analysis, product knowledge cultivation, relationship building
Preferred skills
None stated
Technologies
Salesforce
Responsibilities
Support external facing directors in building connections with key research individuals; Manage client onboarding, account maintenance activities, and opportunity pipelines within a dedicated CRM; Prepare briefing memos, client meeting materials, consultant presentations, and relationship review materials; Partner with leadership and cross-functional teams on workflow improvements and operational process redesign efforts; Develop a thorough understanding of key revenue drivers via the consultant community; Continuously cultivate product knowledge, industry trends, and client issues
Seniority
Associate, entry-level IC