UK Consultant Relations Executive Director

Leverton Search
London, United Kingdom
£60, 000 - £85, 000 + Bonus
15 Oct 2021
26 Oct 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
As part of their continued growth, our client is looking a candidate a good knowledge of the Investment Consultant landscape, to join their UK Institutional team. This team is known for their great chemistry in the business and will provide a platform for success in an enjoyable environment.

Your role will be to look after all aspects of Consultant Relations, this will be predominantly in the UK, although may develop into a more global role, depending on the skill set someone brings into the team.

Analytical and project management capabilities, coupled with sound investment knowledge will enable success in this role.

Key responsibilities and duties include:
  • Contributing to strategy for retaining and growing business with consultants
  • Preparing and disseminating briefing materials for consultant meetings
  • Participating in conference calls and meetings
  • Coordinating efforts with RMs, Business Managers, Product and Strategy teams
  • Ensuring consultants are provided with accurate data for new and existing products
  • Learning and understanding company product offerings
  • Attending conferences, webinars and other special events

Qualifications, experience and competencies:
  • 5+ years of relevant experience from the Investment Management industry
  • Strong Investment Consultant knowledge and deep relationships
  • Professional qualifications (e.g. CFA or equivalent) advantageous
  • Tangible interest in investments
  • Creative and enthusiastic mind-set
  • Sharp eye for detail
  • Excellent organisational and project management skills
  • Exceptional written and verbal communication skills

Due to the increased applications for this role, you may not get a response unless you fit the criteria.

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