Consultant Relations Associate

About the Role

Key Responsibilities

• Support senior members of the Consultant Relations group whose objective is to build and deepen relationships with institutional investment consultants.
• Act as point of contact for existing clientele along with keeping Schroder firm resources organized for any and all requests (including but not limited to quarterly commentary, factsheets, presentations, performance).
• Complete all monthly, quarterly and ad hoc requests and supply external consultants, research analysts, and database representatives with detailed investment information on Schroder products.
• Work seamlessly with internal teams including product/investment, RFP, marketing, client service, database, and direct sales.
• Provide pre-meeting due diligence/research/prep on consultant prospects as well as gather feedback from Consultants.
• Provide prospect and consultant follow-up materials including competitive analyses, quarterly reporting metrics, and summary reporting packages, and prepare presentation materials.
• Represent the team on internal working group meetings.
• Ensure Salesforce is up to date by updating consultant contacts, opportunities, tagging fields, creating meeting shells, and assisting with account plans.
• Utilize Salesforce CRM to support the new business process by building and maintaining campaign lists and activity reports.
• Gain understanding of Consultants and their clients' needs, acting as resolution point for issues and inquiries.
• Source internal documents/materials for senior team members and coordinate meetings.
• Take ownership of the Consultant Relations SharePoint System, MS Teams, O drive, and internal documents.
• Manage the Consultant Relations heat map and coverage lists.
• Liaise with Business Development to leverage Schroder intellectual property for marketing (e.g., distribute white papers, webinars, analyses).
• Create internal presentations/reports for upper management as requested.
• Continuously expand knowledge of Schroder products, industry trends, and the competitive landscape.

Requirements

• Bachelor's degree.
• Previous experience working in institutional distribution or directly with an institutional investment team.
• Excellent organizational and project management skills with the ability to prioritize effectively.
• Knowledge of the Institutional market.
• Results-oriented self-starter who can analyze Consultant needs and focus on delivery.
• Collaborative individual who acts in the best interest of the firm.
• Proactive team player across the whole business.
• Good listening skills and an inquisitive working style.
• Ability to network and develop long-term relationships with consultants and internal partners.
• Self-motivated.
• Experience with Salesforce, PowerPoint, and Excel.
• Preferred: SIE, Series 7, Series 63 licenses or ability to obtain within 6 months.

Nice to Have

• Knowledge of Institutional market.
• Experience with Salesforce, PowerPoint, and Excel.

Qualifications

• Bachelor's degree.