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L&G – Asset Management, America · 2 weeks ago

Consultant Relations Senior Investment Director

Chicago, IL

Full-time

Onsite

Senior Level, Lead/Staff

$160K/yr - $220K/yr

10+ years exp

L&G – Asset Management, America is seeking a Senior Consultant Relations professional to drive institutional asset growth through relationship management with key investment consultants. This role involves strategic partnership with internal stakeholders, business development, and market intelligence to enhance the firm's investment capabilities across traditional asset classes.

Financial Services

Diversity & Inclusion

Responsibilities

Develop, enhance, and maintain relationships with global, national, and regional investment consultants. Serve as the primary point of contact for assigned consultant relationships, ensuring consistent and proactive engagement

Identify and pursue new business opportunities by leveraging consultant relationships. Drive AUM growth by elevating the firm’s brand and securing product approvals and positive ratings

Lead and coordinate consultant meetings, performance reviews, and due diligence sessions. Defend underperforming strategies with transparency and confidence

Partner with investment, distribution, product, marketing, and compliance teams to deliver high-quality consultant-facing materials and ensure alignment on messaging and strategy

Monitor industry trends, competitor positioning, and consultant activity to inform business development strategies and product positioning

Contribute to the creation and distribution of thought leadership content, including white papers, case studies, and event sponsorships

Maintain accurate records of consultant interactions, ratings, and opportunities in CRM systems. Analyze consultant databases to identify trends and opportunities

Qualification

Institutional asset managementConsultant relationsInvestment products knowledgeCRM/database toolsCommunication skillsAnalytical skillsProactive mindsetTeam-orientedNegotiation skillsPresentation skills

Required

Bachelor's degree required; advanced degree or CFA preferred

Minimum 10 years of experience in institutional asset management, consultant relations, or institutional sales

Established relationships with key investment consultants and a strong reputation in the institutional marketplace

Deep knowledge of investment products (fixed income, equities) and the consultant landscape

Exceptional communication, presentation, and negotiation skills

Demonstrated ability to work collaboratively across functions and lead cross-functional initiatives

Strong analytical skills and commercial mindset

Proficiency in CRM/database tools (e.g., Salesforce, eVestment) and Microsoft Office Suite

Entrepreneurial, proactive, and client-first mindset

Ability to manage multiple priorities and meet tight deadlines

Team-oriented with a passion for investments and relationship management

Adherence to the values of integrity, excellence, teamwork and results

High degree of self-motivation

Preferred

advanced degree or CFA

Benefits

Health insurance with an optional HSA

Short term disability

Long term disability

Dental insurance

Vision care

Life insurance

Healthcare

Dependent and Limited Care Flexible Spending Accounts

401K

Vacation

Sick time

An employee assistance program

Commuter and transit programs

Supplemental health benefits including accidental injury

Critical illness and hospital indemnity insurance

Pet insurance

Company

L&G – Asset Management, America

L&G's asset management division is a major global investor across public and private markets, with $1.4 trillion.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.

Founded in 2006

Chicago, Illinois, USA

201-500 employees