Consultant Relations & Roadshow Associate

LegalAndGeneral; Illinois; On-site; USD 85,000 - 120,000; Full time

Job summary

L&G Asset Management in the United States is seeking an Associate for the Consultant Relations team to support efforts with investment consultants and assist in business development and client retention initiatives.

You will prepare materials, manage CRM data, coordinate with multiple internal teams, and help plan roadshows and dialogues, with some onsite travel. A 3+ year background in asset management and strong communication are required.

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).

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 to ensure consistent messaging and timely delivery of materials.
• Maintain and expand consultant data in the CRM system and related databases.
• Track and analyze consultant activity, search trends, and market intelligence to identify opportunities.
• Assist in planning senior leadership roadshows and regular consultant dialogues.
• Occasionally accompany senior team members to engage with prospective clients/consultants onsite.

Skills

Organizational skills

Attention to detail

Communication

CRM tools

Excel & PowerPoint

Relationship building

Active listening

Education

Bachelor's degree

Tools

Salesforce

eVestment

Job description

L&G Asset Management in the United States is seeking an Associate for the Consultant Relations team to support efforts with investment consultants and assist in business development and client retention initiatives.

You will prepare materials, manage CRM data, coordinate with multiple internal teams, and help plan roadshows and dialogues, with some onsite travel. A 3+ year background in asset management and strong communication are required.