Associate Consultant Relations Advisor
Core
Partner with US Consultant Relations to drive commercial success with Investment Consultants and Professional Buyers, enabling US Distribution to achieve sales targets.
Role type
Associate Consultant Relations Advisor (Sales Support & Operations)
Builds
Fixed Income, Alternatives, Equities, and Solution-driven strategies for Investment Consultants
Domain
Financial Services / Institutional Investment Management
Deliverable
product features
Required skills
Project management, Data analysis, Event coordination, Salesforce administration, Strategic planning, Cross-functional collaboration
Preferred skills
Investment banking analyst experience, Product knowledge in Fixed Income/Equities/Alternatives, CFA program enrollment, AI-enabled tools proficiency
Technologies
Salesforce, AI-enabled tools
Responsibilities
Organize and prepare for consultant meetings, calls, on-sites, and sponsored events; Coordinate with internal partners to complete consultant requests; Maintain consultant strategy for national and global firms; Update Salesforce with activities, call reports, and pipeline data.