IFM Investors · 5 days ago
Vice President - Global Consultant Relations
19th Floor, 114 West 47th Street, New York, NY, 10036, US
Full-time
Hybrid
Senior Level, Lead/Staff
$240K/yr - $265K/yr
10+ years expIFM Investors is a global asset manager committed to investing, protecting, and growing the long-term retirement savings of working people. The Vice President - Global Consultant Relations will focus on developing consultant relationships and fundraising, collaborating with various teams to execute the consultant relations strategy and manage consultant firm relationships.
Financial Services
Responsibilities
The role will have a primary focus on the development of consultant relationships and fundraising across Global and US National consultant firms. Champion IFM’s business and represent IFM to consultants, clients, prospects, and industry leaders
Work with the Head of North America Consultant Relations, the Head of Global Consultant Relations, and other members of the Global Consultant Relations team, on the development, communication and execution of the consultant relations strategy
Coordinate and collaborate with Global Client Solutions (GCS) North America regional teams and the Head of GCS North America, plus partner with investment teams to source new business opportunities and maintain existing consultant and client relationships
Working closely with the GCS North America regional teams, and GCS globally, to tier, prioritize and execute on consultant and client outreach
Manage assigned consultant firm relationships, primarily in the Northeast and Southeast, maintaining consultant and client satisfaction
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 senior leadership to engage across the IFM platform
Manage the research agenda at assigned consulting firms, leveraging research conviction to engage strategically with field consultants – in collaboration with GCS North America regional teams – and senior leaders, to create ongoing commercial opportunities
Oversee, support, and 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
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
Support the development and execution of product-specific engagement plans
Play a role in the delivery of GCS global and regional change initiatives
Provide training, coaching, role-modelling, and skill building for GCS teams on consultant and client relationship management
Ensure compliance with all regulatory requirements across the North America business
Be a strong contributor to the delivery of the Global Consultant Relations strategy as part of the overall GCS strategy
Contribute to and execute IFM Investors’ business plans to increase brand and product penetration, new business opportunities through consultants, and ultimately Funds Under Management
Attend relevant industry conferences to increase IFM brand awareness and engage with existing and prospective investors
Demonstrate professional and proactive consultant service management, meeting and exceeding the needs of consultants and clients
Ensure Salesforce is maintained accurately to enhance team effectiveness and permit stakeholder reporting
Provide feedback on market issues involving consultants, clients, prospects, and other general industry trends
Collaborate and build trust with the broader Global Consultant Relations, GCS North America, and other IFM teams, fostering teamwork through recognition and appreciation of contributions
Complete projects assigned by the Global Head of GCS, Head of Global Consultant Relations, and Regional Heads of GCS
Increase consultant engagement in North America to contribute to new business opportunities through existing and prospective clients
Champion the “IFM Story” and ensure that consultants understand it and that a globally consistent message is being delivered to consultants, current and prospective investors
Establish consultant account plans covering priority consultant firms and client segments, proactively and constantly monitoring and adjusting based on relevant insights
Track and report pipeline opportunities against relevant metrics
Be willing to travel regularly to consultant offices and industry events
Provide feedback and participate in the improvement of GCS’ process around consultant relationship management, business development, on-boarding, and consultant, client and prospect engagement
Qualification
Required
Ideally 10+ years' relevant experience in similar role preferably with a private market or multi-asset manager, or other investment firm that offers traditional and alternative products
Strong academic credentials including an undergraduate degree
FINRA Series 7 and 63 required for the role
Proven track record of managing data and information on firm and products in support of capital raising through existing and new consultant and investor relationships
Understanding of data request processes and key systems used to respond to consultant and investor requests
High degree of technical acumen as well as a deep understanding across Infrastructure and/or Private Markets
Strong conceptually and analytically, able to grasp commercial and strategic aspects of the business
Preferred
Advanced degree and/or CFA or CAIA a plus
Benefits
Comprehensive Medical, Dental and Vision plans (significant employer subsidy)
401(k) program with company match
Flexible Savings Accounts (FSA)
Life Insurance
Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance
Employee Assistance Program (EAP)
Commuter Benefits
Headspace subscription
Company
IFM Investors
IFM Investors is a private equity firm that invests in infrastructure, private equity, listed equities, and debt sectors.
501-1000 employees
H1B Sponsorship
IFM Investors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (20)
2024 (16)
2023 (9)
2022 (21)
2021 (19)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknown2024-08-27Acquired
Leadership Team
David Neal
Chief Executive Officer
Brenda Lau
Director, Global Client Solutions
Recent News
2025-12-17
Canada NewsWire
2025-12-09
Private Capital Journal
2025-12-09
Company data provided by crunchbase