Consultant Relations Associate — Hybrid

183 Parametric Portfolio Associates LLC; Boston (MA); Hybrid; USD 70,000 - 140,000; Full time

Job summary

Parametric, part of Morgan Stanley Investment Management, seeks a Client and Consultant Relations Associate to support investment consultants and internal teams. You will coordinate with senior staff, provide firm and strategy information, and drive opportunities through the consultant channel.

Responsibilities include CRM workflows, onboarding support, and briefing materials. Build knowledge of revenue drivers and market trends to enhance reporting and client service, with strong communication

Qualifications

• Bachelor's degree or equivalent is required.
• 2+ years’ experience in the investment management industry.
• Ability to work well with a variety of people at all levels and build trusted relationships.
• Strong communication, organizational and time-management skills; ability to operate in a fast-paced environment.
• Results-oriented with a strong bias to action.
• Growing knowledge of current market trends and the competitive landscape.
• A collaborative approach, yet with enough tenacity to share opinions and offer creative solutions.

Responsibilities

• Support external facing directors in building connections with key research individuals to introduce relevant strategies.
• Manage client onboarding, account maintenance activities, and opportunity pipelines within a dedicated CRM (Salesforce).
• Prepare briefing memos, client meeting materials, consultant presentations, board meeting content, and relationship review materials by gathering information from CRM and subject matter experts across the firm.
• Partner with leadership and cross-functional teams on workflow improvements, AI initiatives, reporting enhancements, and operational process redesign efforts.
• Develop a thorough understanding of key revenue drivers via the consultant community, and proactively offer ways to enhance related reporting through collaboration with internal stakeholders.
• Continuously cultivate product knowledge, industry trends, and client issues to become a better resource for both consultants and internal teams.

Job description

Parametric, part of Morgan Stanley Investment Management, seeks a Client and Consultant Relations Associate to support investment consultants and internal teams. You will coordinate with senior staff, provide firm and strategy information, and drive opportunities through the consultant channel.

Responsibilities include CRM workflows, onboarding support, and briefing materials. Build knowledge of revenue drivers and market trends to enhance reporting and client service, with strong communication