Consultant Relations Associate

Pzena Investment Management; New York (NY); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Health coverage

Life assurance

Income protection

Pension

Charitable giving & matching programs

Mentorship program

Job summary

Pzena Investment Management in New York seeks a Consultant Relations Associate to support relationships with institutional investment consultants. You will assist with communications, searches, meetings, and projects across the Sales team.

The role requires organization, responsiveness, and strong follow-through in a fast-paced environment. Proficiency with Salesforce is expected; experience with FactSet or eVestment is a plus, and MS Office (Excel/PowerPoint) is essential.

Qualifications

• 3-5 years of relevant professional experience in asset management, financial services, consultant relations, or sales support.

Responsibilities

• Support the Global Head of Consultant Relations and Sales team in managing relationships with institutional investment consultants.
• Coordinate consultant-related requests, meetings, and searches with internal teams for timely follow-through.
• Serve as a liaison between Sales, consultants, and internal groups (RFP, Research, Marketing, Operations).
• Own and support consultant-driven search opportunities from notification to final presentation.

Skills

Communication skills

Relationship management

Organizational skills

Sales support

Tools

Salesforce

FactSet

eVestment

Excel

PowerPoint

Job description

Position Overview:

As a member of the Consultant Relations team, the Consultant Relations Associate will work closely with and report to the Global Head of Consultant Relations. This individual will support the firm’s relationships with institutional investment consultants by assisting with consultant-related communications, searches, meetings, and projects across the Sales team and internal resource groups. The role is best suited for someone who is organized, responsive, and comfortable working in a fast-paced sales environment with shifting priorities. This is an internally focused position that requires strong follow-through, interpersonal skills, and a foundational understanding of the institutional asset management landscape.

Core Responsibilities:

• Support the Global Head of Consultant Relations and broader Sales team in managing relationships and communications with institutional investment consultants.
• Coordinate consultant-related requests, meetings, searches, and other initiatives, partnering with internal teams to ensure timely and accurate follow-through.
• Serve as a liaison between the Sales team, consultants, and internal resource groups, including RFP, Research, Marketing, and Operations.
• Own and support consultant-driven search opportunities, tracking activity from initial notification through the final presentation process.
• Maintain accurate consultant, opportunity, activity, and relationship information within Salesforce and other relevant databases.
• Develop and maintain knowledge of consultant firms, including their business models, client segments, key decision-makers, investment preferences, and areas of focus.
• Track and analyze consultant-related activity and metrics, including meetings, ratings, searches, opportunities, and wins, to support reporting and broader sales efforts.
• Support ad hoc projects and initiatives while managing multiple priorities in a fast-paced, less structured environment.

Duties, responsibilities, and activities may change at any time.

Qualifications:

• 3-5 years of relevant professional experience, preferably within asset management, financial services, consultant relations, sales support, client service, or a related field.
• Foundational understanding of the institutional asset management landscape.
• Strong written and verbal communication skills, with the ability to build effective relationships across internal teams and with external consultants.
• Proficiency with Salesforce; experience with FactSet and eVestment is preferred but not required.
• Strong proficiency with Microsoft Office, particularly Excel and PowerPoint.

Competencies:

• Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
• Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
• Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
• Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
• Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
• Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
• Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
• Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.

Salary Range: $110,000- $125,000 Annually

The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.

At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.

Working at Pzena

We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.

Pzena Investment Management is an affirmative action - equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.

For a reasonable accommodation request, please [e-mail].

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