Consultant Relations Associate, L&G - Asset Management, America

Responsibilities

• Support senior Consultant Relations and Distribution professionals in managing and expanding relationships with global and regional investment consultants.
• Aid in the preparation of presentation materials, pitch books, and product updates for consultant meetings.
• Assist with responses to consultant and RFP inquiries, due diligence requests, and questionnaires.
• Collaborate with internal teams including Distribution, Investments, Client Strategy, Solutions Strategy, Product, Marketing, and Compliance, to ensure consistent messaging and timely delivery of materials.
• Maintain and expand consultant data in the CRM system to track consultant interactions, ratings, and shared assets.
• Responsible for data clean-up, managing contact lists for marketing campaigns, pipeline management, and updating consultant profiles.
• Work with internal marketing teams to help with maintaining and updating consultant databases (e.g., eVestment, Callan, etc.) with firm, product, and performance data.
• Track and analyze consultant activity, search trends, and market intelligence to identify opportunities.
• Monitor industry developments and competitor positioning to inform strategy.
• Absent from senior team members (typically onsite, but some travel will be required) to engage with prospective new clients/consultants to educate about LGIMA’s solutions and products.
• When appropriate, attend Consultant conferences and LGIMA roadshows building relationships and educating future clients about LGIMA capabilities.

Qualifications

• Bachelor’s degree with coursework in Finance, Economics, Business, or related fields.
• 3+ years’ experience in asset management, investment consulting, or financial services.
• Strong organizational skills and attention to detail.
• Familiarity with institutional investment products (Fixed Income, Equities) and the consultant landscape a plus.
• Excellent written and verbal communication skills.
• The ability to build strong relationships with colleagues using active listening and problem resolution competencies.
• Proficiency in Microsoft Excel, PowerPoint, and CRM/database tools (e.g., Salesforce, eVestment).