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About the Role
As a member of the Global Consultant Relations (GCR) team within Global Client Solutions (GCS), this role works to expand, enhance, and monetize IFM’s relationships with Global and US National consulting firms. The role involves managing assigned consultant firm relationships, participating in research and meetings, championing IFM's business, and collaborating with internal teams to develop and execute the consultant relations strategy.
Responsibilities
- Manage assigned consultant firm relationships, primarily in the Mid-West, maintaining consultant and client satisfaction.
- Participate in research, OCIO and field consultant meetings.
- Champion IFM’s business and represent IFM to consultants, clients, prospects and industry leaders, including at industry events and conferences.
- Work with the Head of North America Consultant Relations, Head of Global Consultant Relations, and other members of the GCR team globally, on the development, communication and execution of the consultant relations strategy.
- Collaborate with the GCS North Ameria regional teams, and GCS globally, to tier, prioritize and execute on consultant and client outreach, to maintain existing consultant and client relationships, and source new business opportunities.
- Prepare firm-specific business plans to socialize a thorough understanding of assigned consultants, including their business strategy, client roster, key stakeholders, and manager selection processes.
- Proactively develop and manage relationships across research, OCIO, field consultants, and leadership to engage across the IFM platform.
- Manage the research agenda at assigned consulting firms, and develop a local field consultant engagement plan – coordinating with GCS North America regional teams – to create ongoing commercial opportunities.
- Manage meeting preparation and briefings, decks, roadshows, teach-ins, and diligence sessions across IFM’s product suite.
- Be responsible for hosting meetings and all pre- and post-meeting follow-ups.
- Be accountable for the accurate and prompt production of all relevant consultant and client materials to ensure quality control and appropriate risk management.
- Report on consultant activities and results against targets.
- Synthesize consultant feedback, market trends and competitive intelligence.
- Help drive the ongoing development of GCR programs and management information reporting.
- Provide training, coaching, role-modelling and skill building for GCS.
- Ensure the CRM database is maintained accurately to enhance team effectiveness and permit stakeholder reporting.
- Ensure compliance with all regulatory requirements across the North America business.
Requirements
- Ideally 7+ years’ relevant experience in similar role preferably with a private market or multi-asset manager, or other investment firm with traditional and alternative products.
- Pre-existing relevant experience in the consultant channel is preferred as we expect the individual to operate autonomously and hit the ground running.
- Strong academic credentials including an undergraduate degree.
- Advanced degree and/or CFA or CAIA a plus.
- FINRA Series 7 and 63 required for the role.
- Knowledge of the consultant channel and general industry trends.
- Proven ability to quickly build and develop external relationships.
- Exceptional relationship management skills: attention to detail, proven ability to work and prioritize tasks in a fast-paced environment, excellent project management skills.
- Demonstrate a ‘consultants always come first’ mentality: speed and quality of responses to consultant queries are essential.
- Team player with an ability to build relationship and work collaboratively with all internal stakeholders.
- Strong investment management knowledge.
- Outstanding organizational, communication and negotiation skills.
- Aligned to IFM Investors Cultural Values.
Skills
- Relationship management
- Project management
- Investment management
- Organizational skills
- Communication skills
- Negotiation skills
Location
- Mid-West
Work Type
- Hybrid
- Flexible
Experience Level
- 7+ years relevant experience
Education Level
- Undergraduate degree
- Advanced degree or CFA or CAIA a plus
Salary/Compensations
- USD $240,000-$275,000
Benefits
- Competitive salary
- Generous leave entitlements
- Eligibility for a discretionary performance-based bonus
About the Company
- IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities.
- Our purpose is to invest, protect and grow the long-term retirement savings of working people.
- We believe healthy returns depend on healthy economic, environmental and social systems.
- IFM Investors has built up scale, skill and expertise over 30 years.
- With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide.
- IFM operates from 17 offices across Australia, Europe, North America and Asia.
Equal Opportunity
- IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives.
- We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status.
- We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process.