Own and manage senior‑level relationships with a defined group of institutional investment consultants
Serve as a primary point of contact for consultant research, due diligence, and ongoing relationship management
Collaborate closely with national and global Consultant Relations colleagues
Position the firm’s investment capabilities to obtain and maintain favorable consultant ratings
Identify new consultant opportunities by researching consultant priorities
Partner with field sales teams and senior relationship managers
Lead and execute consultant‑driven requests for proposal (RFPs)
Coordinate with investment teams, product specialists, portfolio managers, and client service partners
Maintain a high level of investment knowledge by engaging regularly with internal investment teams
Monitor and assess competitor offerings, consultant perceptions, and market positioning

8+ years of institutional distribution experience
direct consultant relations experience required
demonstrated experience distributing both traditional and alternative investment strategies to institutional consultants
strong track record of managing senior consultant relationships
supporting consultant research and due diligence processes
Series 7 and Series 63 licenses preferred
CFA designation and/or MBA strongly preferred
Bachelor’s degree required

retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
paid time off
parental and caregiver leave
life & accident insurance
other voluntary and well-being benefits
discretionary bonus program that may include an equity component

Consultant Relations Director

Key skills