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Consultant Relations Associate, L&G - Asset Management, America (Finance)

70 000 - 90 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Consultant Relations Associate, L&G - Asset Management, America (Finance): Supporting consultant relationship management and business development for an asset management business with an accent on investment materials, RFP responses, CRM data, and market intelligence. Focus on coordinating cross-functional consultant communications, maintaining institutional investment databases, analyzing search trends, and supporting client meetings and roadshows.

Location: Chicago, United States; hybrid work arrangement

Salary: $70,000–$90,000 per year, plus eligibility for an annual discretionary bonus.

Company

Legal & General Asset Management invests across public and private markets worldwide, serving individual savers, pension scheme members, and global institutions.

What you will do

  • Support senior Consultant Relations and Distribution professionals in managing and expanding relationships with investment consultants.
  • Prepare presentation materials, pitch books, product updates, and responses to RFPs, due diligence requests, and questionnaires.
  • Coordinate with Distribution, Investments, Client Strategy, Solutions Strategy, Product, Marketing, and Compliance teams.
  • Maintain consultant data, contact lists, profiles, pipeline records, and shared assets in CRM and industry databases.
  • Track consultant activity, search trends, market intelligence, industry developments, and competitor positioning.
  • Support leadership roadshows, consultant dialogues, conferences, and selected client and consultant meetings, including some travel.

Requirements

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • 3+ years of experience in asset management, investment consulting, or financial services.
  • Strong organizational skills, attention to detail, written communication, and verbal communication.
  • Ability to build strong relationships through active listening and problem resolution.
  • Proficiency in Microsoft Excel, PowerPoint, and CRM or database tools such as Salesforce and eVestment.
  • Familiarity with institutional investment products, including fixed income and equities, and the consultant landscape is beneficial.

Culture & Benefits

  • Hybrid work based in Chicago with occasional travel for client and consultant engagements.
  • Health insurance options, including an optional HSA, dental, vision, life, disability, and flexible spending accounts.
  • 401(k), vacation, sick time, employee assistance, and commuter and transit programs.
  • Additional voluntary supplemental health and pet insurance programs.

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