Consultant Relations Manager

Threadneedle group; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment management firm is seeking an individual to manage investment consultant relationships, ensuring strong buy ratings. This role involves close collaboration with sales teams and requires familiarity with the UK Institutional market landscape. The candidate should be able to lead research meetings and contribute to new business opportunities. This full-time position offers significant career growth and emphasizes a commitment to work-life balance.

Benefits

Flexible working options

Career growth opportunities

Qualifications

• Experience in consultant relations is essential.
• Industry experience required.
• Must be familiar with key trends in the market.

Responsibilities

• Manage investment consultant relationships for buy ratings.
• Contribute to revenue targets by executing consultant plans.
• Assist in new business opportunities including RFI and RFP.

Skills

Experience in consultant relations

Familiarity with UK Institutional market trends

Ability to lead research meetings

Collaboration with sales and marketing

IMC preferred

Job description

You will be responsible for managing investment consultant relationships in order to attain and maintain buy ratings, working alongside two consultant relations directors and two support associates. You will have primary coverage of tier 3 consultant firms with ability to be alternate for tier 1 and 2 firms when required. You should be comfortable and/or have a willingness to discuss multiple channels with consultants e.g. DC, DB, OCIO, charities, etc. You will able to identify research priorities. You will work in partnership with the Sales team to optimise the field consultant strategy for their firms to monetise buy ratings or defend client assets.

Responsibilities

• Attain new product ratings and maintain buy rated products with consultant research teams with focus on priority products as defined by UK Institutional and Insurance sales strategy
• Contribute to UK Institutional team revenue targets by executing consultant plan in partnership with Sales team
• Contribute to all stages of a new business opportunity - consultant research, RFI, RFP, presentation production/prep and fee negotiations
• Assist Consultant Support when required to ensure follow ups and query management are done
• Provide firm and market feedback proactively to the broader business and formulate plans to remove any obstacles
• Identify new product opportunities for the channels covered by the team
• Work in partnership with investment management and marketing to deliver high quality, targeted content to achieve trusted advisor status
• Maintain up-to-date knowledge of market trends, regulatory changes, and competitor activity
• Leverage the time and resources of the investment teams effectively

Success Criteria

• Experience in consultant relations
• Prior industry experience
• Be familiar with key trends in the UK Institutional market and able to promote product and the firm across the respective channels
• The ability to lead research and field consultant meetings
• The ability to work in collaboration with sales, marketing and investments to maintain and gain consultant ratings and clients
• IMC preferred

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering our next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Sales