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About the Role
As a member of the Global Consultant Relations (GCR) team within Global Client Solutions (GCS), you will work closely with the Head of North America Consultant Relations and the GCR team globally to support consultant engagement efforts. This role is crucial for maintaining and growing business by supporting existing consultant and client relationships, ensuring high levels of satisfaction, and collaborating across GCS to achieve the firm's growth agenda while ensuring regulatory compliance.
Responsibilities
- Support existing consultant and client relationships to help retain and grow the business.
- Collaborate across GCS to deliver on the firm’s growth agenda.
- Ensure compliance with all regulatory requirements across the NAM business.
- Maintain the quality, integrity, and accessibility of consultant-related data.
- Capture consultant insights and feedback.
- Accurately maintain the CRM database.
- Lead on creating relevant and timely content for consultants.
- Respond to consultant queries.
- Support consultant research-related activities.
- Plan, prepare, and execute consultant interactions.
- Produce accurate and timely consultant and client materials.
- Attend meetings as appropriate.
- Provide operational support for GCR, including data gathering and internal project support.
Requirements
- 3+ years of relevant experience in financial services, asset management, consultant relations, direct sales, investor relations, or relationship management.
- Familiarity with best practices in developing, managing, and deepening consultant or client relationships.
- Excellent written and verbal communication skills.
- FINRA licenses (Series 7, 63) or willingness to acquire them.
- Ability to work in a fast-paced environment with high standards for task execution.
- Ability to prioritize and effectively manage time to meet demanding deadlines.
- Proactive attitude in anticipating requirements.
- Strong knowledge of, and curiosity about, private markets, products, and institutional clients.
- 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.
- Excellent project management skills.
- Demonstrate a ‘consultants always come first’ mentality.
- Team player with the ability to build relationships and work collaboratively with internal stakeholders.
- Strong investment management knowledge.
- Outstanding organizational, communication, and negotiation skills.
- Alignment with IFM Investors Cultural Values.
Skills
- Financial services
- Asset management
- Consultant relations
- Direct sales
- Investor relations
- Relationship management
- Private markets knowledge
- CRM database management
- Content creation
- Project management
- Data gathering
- Communication skills
- Organizational skills
- Negotiation skills
Location
- North America
Work Type
- Hybrid
- Flexible
Experience Level
- 3+ years relevant experience
Education Level
- Bachelor or Master’s degree, or equivalent level qualifications
- Industry certifications e.g., CFA or CAIA a plus but not required
Salary/Compensations
- USD $175,000- $215,000
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 scale, skill, and expertise over 30 years.
- Assets under management of approximately $291.1 AUD billion (at 30 June 2026).
- Prioritizes the interests of over 883 institutional investors worldwide.
- 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 recognized 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.
- Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com.