обновлено 1 день назад
Consultant Relations Associate, L&G - Asset Management, America (Finance)
70 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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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