Strategic 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

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.