Consultant Relations Manager - West (Investment Management)

Location: San Francisco, CA, United States; employees work from the office 4 days a week with flexibility to work remotely 1 day a week.

Base salary: USD 120,000–225,000 per year, plus potential discretionary bonus or incentives and benefits.

Company

hirify.global provides investment management solutions across global capital markets for institutional clients in more than 60 countries, supported by proprietary research and a collaborative investment culture.

What you will do

• Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and selected OCIO search firms.
• Serve as the primary contact for key organizations in the Western U.S., building relationships with research teams, field offices, OCIO teams, senior leaders, and other decision-makers.
• Position Wellington’s traditional and alternative investment capabilities by explaining differentiated outcomes, portfolio roles, and implementation considerations.
• Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues on coordinated coverage and strategic business plans.
• Lead strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and other due-diligence activities.
• Convert research support and relationships into searches, platform placements, recommendations, mandates, client retention, market feedback, and competitive intelligence.

Requirements

• At least 8–10 years of relevant industry experience with significant technical acumen, investment depth, and understanding of investment concepts and strategies across asset classes.
• Intellectual rigor, strong commercial judgment, gravitas, and the ability to establish credibility and build trust with internal and external stakeholders.
• Exceptional written, verbal, and presentation skills, including the ability to translate complex investment strategies into clear portfolio roles and use cases.
• A highly collaborative operating style combined with the ability to work independently and drive cross-functional execution.
• An entrepreneurial, self-starting, results-oriented approach with the ability to identify opportunities and advance initiatives to completion.
• Strong organization, proactivity, project-management, and time-management capabilities.
• FINRA Series 7 and 63 licenses, or the ability to obtain them in accordance with firm policy.

Nice to have

• A CFA, MBA, or other advanced degree is strongly preferred.

Culture & Benefits

• Private partnership structure supporting a long-term perspective aligned with client interests.
• Flexible work arrangement with four office days and one remote day each week.
• Retirement plan; health, dental, vision, pharmacy, HSA, and FSA coverage.
• Life and disability insurance, employee assistance, adoption assistance, backup childcare, tuition and CFA reimbursement.
• Paid leave, holidays, sick time, vacation time, volunteer time, and commuter program.
• Diversified and inclusive workplace with equal employment opportunity and application accommodations available.