Consultant Relations Associate

Legal & General Investment Management America; Chicago (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading investment management firm is seeking an Associate to join the Consultant Relations team in Chicago. This role will focus on supporting the growth of relationships with investment consultants and contributing to business development efforts. Candidates should possess a Bachelor's degree and relevant experience in financial services, with strong analytical and communication skills, along with proficiency in industry-standard tools.

Benefits

Health insurance with optional HSA

401K plans

Vacation and sick time

Employee assistance program

Qualifications

• 3+ years’ experience in asset management, investment consulting, or financial services.
• Familiarity with institutional investment products and the consultant landscape.
• Ability to manage multiple priorities and meet tight deadlines.

Responsibilities

• Support senior Consultant Relations professionals in managing relationships with investment consultants.
• Assist with preparation of presentation materials and responses to consultant inquiries.
• Track and analyze consultant activity and market intelligence.

Skills

Organizational skills

Attention to detail

Communication skills

Relationship-building

Analytical thinking

Education

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

Tools

Microsoft Excel

PowerPoint

Salesforce

eVestment

Job description

Overview

The L&G Distribution team is seeking a highly motivated and detail-oriented Associate to join our Consultant Relations team. The Associate will support the firm’s efforts to build and maintain strong relationships with investment consultants and contribute to business development and client retention initiatives.

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. 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, Mercer GIMD, 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.
• Assist in planning senior leadership roadshows and regular consultant dialogues.
• When Appropriate, accompany 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 L&G roadshows building relationships and educating future clients about L&G 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).
• Collaborative with an initiative-taking, client-first mindset.
• Ability to manage multiple priorities and meet tight deadlines.
• Analytical thinker with a passion for investments and relationship management.
• Key Personal Attributes: intellectual curiosity, attention to detail, entrepreneurial drive, tireless work ethic, competitive winning spirit, emotionally mature with high integrity.
• Located in Chicago.

Salary Range

$75,000 - $95,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include:supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)