Asset Management Consultant Relations Associate

Legal And General Group; Chicago (IL); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance with HSA

401K plan

Commuter and transit programs

Employee assistance program

Dental & Vision

Vacation and sick time

Job summary

LGIMA is seeking a highly motivated Associate to join its Consultant Relations team in Chicago. The role supports senior professionals, helps prepare materials for consultant meetings, and coordinates responses to RFPs and due diligence requests.

You will collaborate across Distribution, Investments, Marketing, and Compliance to ensure consistent messaging, maintain CRM data, and help plan leadership roadshows. A strong emphasis on relationship-building and communication is essential.

Qualifications

• Bachelor’s degree 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).

Responsibilities

• Support senior Consultant Relations and Distribution professionals in managing and expanding relationships with global and regional investment consultants.
• Assist with 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.
• Work with internal marketing teams to help with maintaining and updating consultant databases 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.
• Assist in planning senior leadership roadshows and regular consultant dialogues.
• When Appropriate, accompany senior team members 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.

Skills

Relationship building

Communication skills

Excel & PowerPoint

CRM / database tools

Organizational skills

Data management

Education

Bachelor’s degree in Finance, Economics, Business, or related fields

Tools

Salesforce

eVestment

Job description

LGIMA is seeking a highly motivated Associate to join its Consultant Relations team in Chicago. The role supports senior professionals, helps prepare materials for consultant meetings, and coordinates responses to RFPs and due diligence requests.

You will collaborate across Distribution, Investments, Marketing, and Compliance to ensure consistent messaging, maintain CRM data, and help plan leadership roadshows. A strong emphasis on relationship-building and communication is essential.