Consultant Relations Resume Sample

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Hanna Anderson
4383 Brady Orchard,  Detroit, MI
+1 (555) 476 3031

Work Experience


Consultant Relations Associate
08/2016 - PRESENT
Phoenix, AZ
  • Support the business unit’s marketing plan, and production of marketing materials and presentations
  • Generate client communications with market data and information gathered from investment and research meetings into targeted publications to CAM’s and external clients
  • Ensure all communications adhere to CIBC’s compliance requirements
  • Assist in devising an ongoing knowledge management plan that ensures the proper education and training of the key consultant’s staff
  • Maintain a specific focus on the quality of relationships with those consultants that have a strategic impact on the overall business of Fiserv, particularly as indicated by their past successes and critical mass of current business across Fiserv’s Business Units
  • Consult with Fiserv Leaders and consultants on an ongoing basis to get their vision and ideas on ways to improve the service to Fiserv’s and the consultant’s mutual clients
  • Monitor Fiserv’s relationship status with consultants and notify key Fiserv Leaders when issues arise
Global Consultant Relations
09/2011 - 06/2016
San Francisco, CA
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable)
  • Build strategic relationships with international, national and regional consultants by enhancing SLIM’s market and product positioning
  • Maintain updated and compliant responses within consultant database and RFP Database (PMAPS) including guiding the work of support resources for this activity; continuously seeking improvement related to RFP language, process and content RFIs, RFPs, and DDQs
  • Consolidate, share and map out information with the team individuals who are interfacing with external clients
  • Help maintain the accuracy of information and data of the consultant and Institutional Investor Databases and proprietary SharePoint site for all solutions
  • Develop and maintain an effective working relationship with the Client Servicing, Business Development, Client Portfolio Management and Investment Management teams
  • Support for updating quarterly and ad hoc pitch book presentations
  • Assist with the preparation of investment communications that are clear and accurate on market conditions, trends and portfolio positioning in collaboration with portfolio managers
  • Track record of strong performance; history of effective multi-tasking, priority and expectation setting, and issue management
Consultant Relations Analyst
10/2005 - 05/2011
Detroit, MI
  • Experience managing data processes
  • Able to analyse and extract valuable insights for management
  • Collaborate - Consolidate, share and map out information with the team individuals who are interfacing with external clients. Develop and maintain an effective working relationship with the Client Servicing, Business Development, Client Portfolio Management and Investment Management teams
  • Proactively lead BlackRock’s relationships with key UK Consultant firms through the execution of agreed Strategic Account Plans
  • Gaining a clear understanding of our Consultants and their clients’ service and technical requirements, acting as an Ultimate escalation / resolution point for outstanding issues or queries and working with the relevant areas of the wider business accordingly
  • Develop and maintain a strong working knowledge of BlackRocks existing products and operational capabilities to the extent necessary to successfully position products and services to secure Buy ratings across the range of the firm’s products and services that we seek ratings for from the Consultant community
  • To represent the GCR function across the breadth of Blackrock’s internal client and Portfolio management businesses and to build effective and strong relationships with these teams
  • Establish, maintain and support strong relationships with consulting firms and institutions

Education


American InterContinental University - Atlanta
1999 - 2004
Bachelor's Degree in Business

Professional Skills


  • Strong communication skills with exemplary interpersonal and writing skills; exhibits an attention to detail and accuracy
  • Excellent communication skills and confidence in dealing with fund managers and senior management at Lazard
  • Excellent sales and influencing skills
  • Strong proficiency in all Microsoft Office applications; preference for advanced Excel skills (pivot tables, VLOOKUP’s, SUMIFs)
  • Strong written, verbal, quantitative and interpersonal presentation skills
  • Strong organizational, initiatives and self-managing skills
  • Strong research and analytical skills and ability to make sound management recommendations

How to write Consultant Relations Resume

Consultant Relations role is responsible for interpersonal, research, organization, powerpoint, finance, securities, training, database, security, reporting.
To write great resume for consultant relations job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Consultant Relations Resume

The section contact information is important in your consultant relations resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Consultant Relations Resume

The section work experience is an essential part of your consultant relations resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous consultant relations responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular consultant relations position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Consultant Relations resume experience can include:

  • Collaborating with Investments and Strategists to execute meetings effectively
  • Effectively position pricing in line with customer and company expectations
  • Create excellent working relationships at all levels of firms
  • Ten years directly related work experience (in investment consulting and/or investment relationship management)
  • Strong PC literacy, superior knowledge of Microsoft Office applications: (Word, Excel, Power Point & Outlook)
  • Develop and maintain strong, positive relationships with both “research” and “field consultants.”

Education on a Consultant Relations Resume

Make sure to make education a priority on your consultant relations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your consultant relations experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Consultant Relations Resume

When listing skills on your consultant relations resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical consultant relations skills:

  • Strong problem-solving skills; demonstrates effective organization skills and follow-through
  • Extensive technical skills using MS office, with strong knowledge of PowerPoint and presentation layout skills
  • Proactive team player across the whole business, with good listening skills and an inquisitive working style
  • Have excellent writing skills
  • Excellent interpersonal, analytical and influencing skills
  • Deliver in fast paced environment with tight deadlines, multiple demands and prioritise effectively

List of Typical Experience For a Consultant Relations Resume

1

Experience For Consultant Relations Associate Resume

  • Prioritize and multitask across time zones
  • Attaining ratings, overseeing databases, coordinating RFIs/RFPs
  • Capturing new Division 08 specification opportunities within the Consultant & Engineering community
  • Driving sales through the Consultant & Engineering community through 3rd party specification tools & services such as Revit plug-ins
  • Performing ad hoc projects as needed. (i.e. project management)
  • Coordinating conference and AV support
  • Passion for building new/enhancing existing relationships with consultants, clients, prospects, and GAM global distribution team
  • Be aware of all search activity (and possible new interest) being conducted by institutional consulting firms to leverage for obtaining “Approved” status.
  • Deep understanding of the consultants roles as a buying influence in the institutional buying process
2

Experience For Global Consultant Relations Resume

  • Establish business relationships across CVS Health, including Underwriting, Proposals, Marketing, Product, Clinical and Legal
  • Clear and comprehensive direction setting, coaching, management of people in the team
  • Responsible for research meeting preparation, attendance at meetings and meeting follow-up
  • Support senior leaders by drafting reporting/presentations, as well as tactical and strategic projects
  • Exhibit deep knowledge of BlackRock’s investment capabilities, the market and the needs of assigned consulting firms and their clients
  • Passion for excellence in quality of work, willing to go the extra mile to ensure accuracy
3

Experience For Institutional Sales & Consultant Relations Resume

  • Able to work independently and is self-motivated in meeting tight timelines under high pressure situations
  • At times, willingness for flexibility on hours. For example, during quarter end periods or for short timeframe projects as they arise
  • Develop and execute proactive communication programs customized for specific consulting firms.
  • Provide the investment consulting community with thought leadership around BLK’s key investment themes and initiatives
  • Work collaboratively with Director to develop and manage our relationships with Global, Tier 1 and Tier 2 East Coast consulting firms
  • Maintain up to date records on sales and marketing activity on specified databases
  • Work with counterparts at Brookfield Asset Management to coordinate Brookfield messaging and optimize consultant interaction and sales opportunities
  • Responsible for reviewing all project specifications that include electro-mechanical hardware
  • Responsible for creating Section 281300 Access Control Hardware specifications on and as needed basis
4

Experience For Consultant Relations Manager Resume

  • Coordinate specification peer-reviews with the Consultant & Engineering community and the ASSA ABLOY Architectural Development team
  • Look for opportunities to collaborate with key consulting firms on best practice initiatives
  • Maintain regular dialogue on BlackRock’s investment capabilities with assigned firms
  • Have credibility with both distribution and investment professionals, as well as the leaders of the business in UBS Global AM. The ability to put himself / herself in the consultants' mindset and anticipate accordingly
  • Understand and be able to articulate the trends that are shaping the institutional pension industry, DB / DC, Asset class diversification, Regulatory issues in key markets and have experience with a multi-faceted range of asset management products (traditional and alternative) with the ability to speak cogently across different strategies
5

Experience For Senior Director, Consultant Relations Resume

  • Enjoy working as part of a large, complex distribution effort that values communication, teamwork and integrity and have the ability and understanding to work with colleagues in consultant relationships / distribution and investment teams around the world
  • Be able to work with the business and investments on the preparation and completion of presentations and information requested by consultants and have strong existing relationships across a range of UK-based consultants
  • Strong problem solver who demonstrates common sense and sound judgment
  • Strong written and professional communication abilities
  • Thorough understanding of financial markets
6

Experience For Consultant Relations Analyst Resume

  • Workflow is not linear and demands ability to manage a range of tasks to completion over the course of each day/week
  • Able to tackle/think through complex financial challenges by way of accurate and creative analysis
  • Develop and execute proactive communication programs with specific consulting firms. This includes identifying new business opportunities and ensuring existing relationships are well serviced.
  • Coordinate cohesive RBC GAM (U.S.) overall relationship strategy with assigned consulting firms. This includes orchestrating new product rollouts and firm wide public communications.
  • Gain a clear understanding of our consultants’ business priorities
7

Experience For Analyst, Consultant Relations Resume

  • Manage effective feedback from consultants to monitor the competitiveness of our overall proposition including fees, legal contract, products and services
  • Strong technical understanding of pension/institutional investment concepts
  • Execute a disciplined communications programme at priority targets to build the profile and reputation of our businesses
  • Work with other members of the U.S. Distribution team to ensure we are uncovering new business opportunities as they arise.
  • Maintain deep investment knowledge of our investment strategies with particular emphasis on our most saleable strategies.
  • Coordinate client and prospecting business activities (RFPs, due diligence meetings, product reviews, contracts) with internal partners to deliver a unified and consistent message.
  • Have deep experience with the U.S. based consultant community but also internationally, with the ability to put him/her in the consultants’ mindset and anticipate accordingly
  • Diligently assist the Consultant Relationship Managers and Business Development Associates /Cas with securing new mandates, advancing their pipeline opportunities, and adding new opportunities
  • Monitor pipeline and provide feedback on opportunity stages, e.g. why we didn’t make finals
8

Experience For Head of Consultant Relations Resume

  • Proactively contribute to Invesco’s relationships with influential investment consulting firms in CE through the execution of agreed Strategic Account Plans
  • Promote our capabilities in alignment with Invesco’s key objectives and client demands
  • Develop and maintain a strong working knowledge of Invesco’s existing products and capabilities to the extent necessary to successfully position our products and services
  • Gather business intelligence from consultants to provide feedback to support Invesco’s sales activity and product development
  • Understand their clients’ service, technical and regulatory requirements
  • Represent the Global Consultants Committee (GCC) across the breadth of Invesco’s client businesses and portfolio management teams and to build effective and strong relationships across the firm
  • Communicate and clarify Guggenheim’s investment capabilities through a solid understanding of the firm’s strategies and products
  • Ensure that Northern Trust is recognised as a market leader in EMEA market through a communication programme targeted at key influencers in the consultant community
  • Present Fidelity market position in a clear and compelling manner
9

Experience For Senior Consultant Relations Manager Resume

  • Partner with Product and Marketing to advance Fidelity market position
  • Establish ties with key influencers (internally and externally)
  • Implement and enhance best practice relationship management disciplines across all key consultants
  • Capture and disseminate consultant intelligence and feedback on Northern Trust to sales, relationship managers and product managers to help influence and drive change in the organisation
  • Ensure consultant satisfaction levels are maintained at a high level
  • Have credibility with both distribution and investment professionals, as well as the leaders of the business in UBS AM. The ability to put himself / herself in the consultants' mind-set and anticipate accordingly
  • Be able to work with the business and investments on the preparation and completion of presentations and information requested by consultants and have strong existing relationships across a range of global consultants
  • Generate and manage sales leads and opportunities within revenue targets through company telemarketing, marketing, and internet activities. Qualify, validate and assess opportunities with established prospects and formulate solutions tailored to the prospect’s goals
10

Experience For AVP, Head of Consultant Relations Resume

  • Excellent in presenting customized solutions to target accounts and engaging the prospective customer in the solutions being offered
  • Sales experience selling to key decision makers
  • Proven track record in selling solutions in the Wellness, Health Management, and Fitness industries
  • Experience leading a team of sales processionals
  • Expertise in networking, cold calling, and lead generation
  • Meet or exceed sales goals and revenue generation goals
  • Collaborate with subject matter experts to ensure success
  • Promote BlackRock’s capabilities externally and represent GCR internally
  • Full responsibility for Dimensional’s relationships with multiple investment consulting firms, across manager research and client consultant aspects, and to all consultant-intermediated market segments (DB, DC, Wealth, Insurance)

List of Typical Skills For a Consultant Relations Resume

1

Skills For Consultant Relations Associate Resume

  • Work effectively at all levels of an organization and build strong relationships with team members, managers, and senior executives in multiple locations
  • Work effectively at all levels of an organization and build strong relationships with team members, managers, and senior leaders in multiple locations
  • Outstanding interpersonal, communication, public-speaking, and follow-up skills
  • History of effective multi-tasking, priority and expectation setting and issue management
  • Passionate team/cultural disposition to effectively represent AIP & Morgan Stanley Investment Management
  • Language skills desired, German, Italian and Dutch are especially relevant
  • Results oriented and capacity to meet multiple deadlines and to work effectively under pressure
  • Experience and demonstrated success in the investment management arena
2

Skills For Global Consultant Relations Resume

  • Experience working in collaboration with consulting firms and institutions
  • Strong interest and ability in developing and maintaining client relationships
  • Strong analytical ability and in-depth understanding of investment products, across asset classes
  • Think quickly while maintaining strong attention to detail and high standards for quality and accuracy in his/her work product
  • Organize, plan, and manage several concurrent initiatives with varying priorities
3

Skills For Institutional Sales & Consultant Relations Resume

  • Direct experience interacting with institutional consultants, particularly with respect to their asset management needs
  • Experience of data management processes
  • Identify new consultant prospects by researching potential needs, and prioritizing engagement strategies
  • Experience in the investment management industry
  • Experience in institution sales, business development and/or client relationships required
  • Highly motivated, enthusiastic, self-starter with strong knowledge of investment product
4

Skills For Consultant Relations Manager Resume

  • Strong problem solver with decision-making capabilities in order to execute
  • Relevant work experience
  • Exceptional attention to detail, ability to recognize and prioritize information
  • Strong desire to learn and grow industry knowledge
  • Institutional consultant relations experience in the financial services industry
  • Coordinating with New Business (RFP/BDA) team to meet needs of consultants regarding questionnaires, RFPs/RFIs and ad-hoc data information requests
  • Working with marketing and communication team to tailor campaigns that promote UBS research, strategies and key messages
  • Developing and maintaining consultant profiles and action plans on each "key" consultant
5

Skills For Senior Director, Consultant Relations Resume

  • Responding to consultants'/CRMs requests for information, especially when latter are out of office
  • Serve as back-up to other CRAs with respect to meeting preparation, book generation, meeting follow-up as needed
  • Solve routine problems of varying scope and complexity following established policies and procedures
  • Working with Head of US Consultants Relations to develop and maintain consultant/client/prospect data and opportunities via relationship management (CRM) database
  • Working with Global Head of Consultant Relationships and non-US colleagues to leverage cross-border consultant initiatives, and handing responses to global reports
  • Exceptional organizational, planning, and coordination skills
  • Experience calling on consultants, in a consultant relations capacity
  • Strong understanding of broad array of investment asset classes, strategies and investment process
  • Experience in Investment Management/Financial Services (or Investment Consulting) desired
6

Skills For Consultant Relations Analyst Resume

  • Strong existing personal network of consultant contacts, both at field and senior level
  • Updating quarterly reports for investment teams and for senior management
  • Maintain high awareness of competitors and their products, services, and differentiating characteristics
  • Confidence explaining multifarious analytical/statistical concepts
  • Set strategy, create focus and with business partners, including portfolio, product management, sales and client service
  • IMC Qualified is a requirement of the role, it would be desirable that candidates are CFA qualified or currently studying
  • Develop a deep understanding of the business and its key drivers
  • An established network of relationships with investment consulting firms
7

Skills For Analyst, Consultant Relations Resume

  • A successful track record of raising assets
  • Understand and develop a working knowledge of proprietary systems and software
  • Series 3, 7 or 63
  • Able to analyse and extract valuable insights for management and deliver impactful dashboards
  • Clearly articulate and present ideas both in written presentations and verbally
  • Working with newly Global Consultant Coordination Committee to leverage cross-border consultant initiatives. Responsible for drafting quarterly agenda and ensuring follow up as agreed upon by the committee.
  • Oversee the relationship-building activities for a group of institutional consultants including tier 1-4 organizations
8

Skills For Head of Consultant Relations Resume

  • Position institutional asset management products and services with the goal of obtaining favorable consultant ratings
  • Engage with field consultants to further advance Northern Trust’s asset management presence
  • Assist with consultant driven request for proposal responses, and fee proposals for prospective clients
  • Coordinate with internal client service partners to ensure consultant/client relationships are well served
  • Maintain knowledge of investment products and services by initiating frequent contact with other financial institutions, internal product partners/portfolio managers and keeping abreast of laws and regulations affecting the industry
9

Skills For Senior Consultant Relations Manager Resume

  • Have credibility with both distribution and investment professionals,
  • Have an enthusiastic, pro-active "go-getter" attitude with ambition to grow professionally and take on new challenges
  • Interact with senior consultant relations ‘partners’ on a regular basis
  • Commitment to a team-oriented environment and a willingness to openly share ideas
  • Attain Series 7 and 63 licenses within time
  • Knowledge of portfolio construction and investment theories
10

Skills For AVP, Head of Consultant Relations Resume

  • NASD Series 7 & 63 licenses (or ability to obtain within 4 months of hire)
  • Exercise independent judgment consistent with company/department guidelines
  • Travel required (up to 40% within Asia)
  • Location either in Hong Kong or Singapore
  • In depth knowledge of Invesco and its products

List of Typical Responsibilities For a Consultant Relations Resume

1

Responsibilities For Consultant Relations Associate Resume

  • Generating buy-ratings and effectively positioning the firm’s investment strategies and services
  • Keeping investment consultants informed of important events related to Ivy Investments investment strategies and effectively managing their expectations
  • Help generate buy-ratings and effectively position the firm’s investment strategies and services
  • Keep investment consultants informed of important events related to Ivy Investments investment strategies and effectively manage their expectations
  • Effectively and consistently document interaction with consultants in the firm’s CRM system
  • Demonstrated passion for developing and nurturing client relationships
2

Responsibilities For Global Consultant Relations Resume

  • Strong technical knowledge across a range of asset classes
  • One to three years’ experience in the financial services industry
  • Have a strong voice with regards to positioning, communications and customized solutions
  • Mentor and guide less experienced team members
  • Work independently, to prioritize and exercise time management
  • Demonstrated expertise with c360, Factset, Fundstation, SPAR, AUM Database, Reporting and all components of Microsoft Office
  • A proven track record and history of success
  • Coordinating ad-hoc requests with other departments including the following
  • Anticipating challenges and marshaling the firm’s resources to defend the firm’s existing client mandates
3

Responsibilities For Institutional Sales & Consultant Relations Resume

  • Gathering/customizing presentation materials
  • Maintaining consultant databases by providing accurate and timely information
  • Working with CIS, Operations, and Technology to continue enhancing the delivery of quantitative information
  • Maintaining CRM system for accuracy
  • Onboarding clients and consultants with Client Service
4

Responsibilities For Consultant Relations Manager Resume

  • Maintaining our relationship with OMNI, a third-party data distribution platform
  • Collaborating with Product Strategy to ensure qualitative information is accurate and reflects the way that our strategies are presented in practice
  • Ensuring that consultant databases are up-to-date
  • Channeling competitive intelligence and market information to Ivy Investments senior management and to the firm’s product management team
  • Proactively communicating consultant asset class views to the broader institutional team through reviewing meeting notes/consultant websites/PublicPlanIQ
5

Responsibilities For Senior Director, Consultant Relations Resume

  • Ensure & maintain meeting notes related to all external meetings are correctly organized by firm and strategy into all MFS systems including c360 database
  • Prepare and tailor presentations, whitepapers and client/consultant material related to upcoming meetings and marketing initiatives
  • Knowledge of or aptitude for developing working knowledge of software applications, consultant databases and eVestment
  • Develop desk based relationships with UK consultants to broaden the number of investment consulting firms that impact the UK business
  • Collaborate with competitive analysis, investment product and marketing teams to identify new business opportunities
  • To work closely with the client service and sales teams within DFA’s Global Institutional Services Group
6

Responsibilities For Consultant Relations Analyst Resume

  • Proactively contribute to BlackRock’s relationships with key Consultant firms through the execution of agreed Account Plans
  • Contribute to the research agenda in alignment with the firm’s key objectives and client demands
  • Develop and maintain a strong working knowledge of Blackrock’s existing products and operational capabilities to the extent necessary to successfully position products and services to secure Buy ratings
  • Gain a clear understanding of our Consultants and their clients’ service and technical requirements, acting as an ultimate escalation / resolution point for outstanding issues or queries and working with the relevant areas of the wider business accordingly
  • Represent the GCR function across the breadth of Blackrock’s Client Businesses and Portfolio Management teams and to build effective and strong relationships across the business
  • Communicate via all appropriate means (e.g., face-to-face, phone, email, webinars, conferences, etc.) with senior level executives of the industry’s most influential defined contribution investment consulting firms, retirement specialist advisors, research analyst teams, and field consultants
  • Effective team player; ability to prioritize and work with professionals at all level
7

Responsibilities For Analyst, Consultant Relations Resume

  • Work closely with key internal stakeholders to develop and refine the firm’s market strategy, including Product/Customer Experience, Marketing, Investment Management, Institutional Services and Institutional Sales
  • Provide periodic updates internally, both formally and informally with the firm’s executive and leadership teams, as well as other key stakeholders
  • Monetize sales opportunities to drive increased revenue from this channel
  • Secure and maintain support for key BlackRock products and advocacy across our Investment Platforms
  • Deliver the firm through a clear strategic engagement plan
  • Deepen consultant advocacy through greater access, insights and thought leadership
  • Prospect, cultivate, train, educate and support ASSA ABLOY’s business relationship with targeted Security Consultants which influence the application and/or purchase of ASSA ABLOY brands and solutions
8

Responsibilities For Head of Consultant Relations Resume

  • Deliver product presentations and related sales support for ASSA ABLOY’s family of brands and solutions while coordinating those efforts with the local ASSA ABLOY Door Security Solutions sales and demand generation teams to ensure proper localized team coverage
  • Member of the ASIS (American Society of Industrial Security) or eligible
  • Increase visibility and growth with strategic consulting firms by promoting VALIC’s brand, service model, product offering and administrative capabilities
  • Responsible for building strategic relationships with global, national and regional consultants by enhancing FT Institutional’ s brand, market and product positioning within the institutional consulting community
  • Understand the dynamics and needs of the investment consulting community and ensure that Lazard’s reputation as a top tier investment manager in the institutional marketplace is reinforced and enhanced
9

Responsibilities For Senior Consultant Relations Manager Resume

  • Expertly describe our investment process, products and vehicles to consultants and help them build a thorough understanding of our products and solutions
  • Influence internally by providing feedback and intelligence on products and client needs to the investment and distribution teams
  • Act as a trusted advisor by consultants and champion the consultant agenda within the firm
  • Provide support and advice to our client teams in the US with respect to consultant engagement
  • Participate in the implementation of the strategy for consultant research meetings and liaise directly with consultants to ensure that there is an information flow about LAM’s institutional product range and activities
  • Contribute to the achievement of revenue targets from a range of Lazard strategies and solutions
  • Continuous communication to drive research and new business process forward. Ownership of day to day consultant activity and pro-active information flow
  • Attendance at consultant and industry seminars/conferences
  • Meet with research and field consultants (in concert with relevant sales team member) at target firms on a regular basis to develop their knowledge of PSG, our capabilities and investment strategies
10

Responsibilities For AVP, Head of Consultant Relations Resume

  • Establish active dialogue with consultants to ensure we receive regular and constructive feedback on our products and share this input broadly across the firm
  • Provide timely and complete resolution of consultant inquiries; coordinate with client service to ensure consultant questionnaires and RFPs are responded to in a timely, comprehensive manner
  • Work closely with the sales team to develop and strengthen relationships with field consultants and ensure that communication with field consultants is coordinated and maintained
  • Maintain positive and productive relationships with sales, product and investment teams, client service, legal and others to ensure the successful sale of PSG products
  • 5 – 7 years of business development experience
  • 7 – 10 years of experience in financial services industry

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