[Remote] Consultant Relations Manager - West Coast

Note: The job is a remote job and is open to candidates in USA. First Eagle Investments is seeking an experienced Consultant Relations professional to join their Consultant Relations Team, primarily covering generalist consultants in the United States and Canada. The role involves leading coverage of consulting firms, collaborating with internal teams, and enhancing relationships with consultants to elevate First Eagle's brand as a top investment manager.

Responsibilities

• Execute the strategic coverage plans to attain and retain buy ratings for all the firm’s institutional strategies including both public markets strategies and private markets strategies
• Partner closely with business development, institutional sales, and relationship management teams to ensure coordinated and impactful coverage of key field consultants; Enhance our standing with field consultants monetize buy ratings and help to retain current clients
• Understand First Eagle’s distinctive investment strategies and effectively articulate them with consultants, clients, and internal partners
• Share insights gleaned from conversations in the market with Institutional team members during weekly team meetings/calls, attend conferences and training to further build knowledge and skills, and share information about market trends, consultant appetite and industry developments with members of the team
• Partner with institutional distribution colleagues to implement long and short-term strategic initiatives for the consultant market and develop business plans for focus consulting firms in assigned territory
• Provide mentorship to the analysts/associates on the Consultant Relations team through close collaboration and guidance; by providing clear expectations and constructive feedback
• Proactively respond to consultant requests including RFPs, quarterly requests and ad hoc outreach while keeping distribution colleagues well informed of all communications
• Arrange and manage consultant due diligence visits and leverage appropriate investment and distribution resources
• Communicate frequently with the Marketing and Product teams to enhance existing strategies and highlight potential opportunities while ensuring the teams are informed on relevant product development and consultant activity

Skills

• An undergraduate degree in finance, business, or related field; MBA and/or CFA preferred
• 8+ years of experience working on the coverage of investment consulting firms
• Experience working with credit and/or alternatives strategies
• Actionable relationships and established credibility with select consulting firms
• Exceptionally strong relationship management skills and ability to work effectively to build consensus internally and externally by upholding the values of respect and collaboration
• The ability to creatively leverage intellectual capital and thought leadership to open doors and create commercial partnerships with research consultants
• Strong knowledge of the institutional business and its competitive landscape
• Ability to build strategic relationships with the investment consultant community by engaging as a knowledgeable partner in thoughtful and impactful conversations
• Demonstrated track record of success attaining and retaining buy ratings from investment consultants as well as a track-record of raising institutional assets through the consultant channel
• A genuine team orientation with the ability to seamlessly collaborate with all internal stakeholders, including investment, infrastructure, and broader Institutional team members
• High level of intellectual curiosity and critical thinking capabilities – an ability to anticipate market trends and utilize internal resources to adjust accordingly
• Self-starting work ethic, high energy, entrepreneurial and resourceful – someone who 'makes it happen'
• Comfortable traveling 50%+ of working days to meet with consultants
• Strong organizational and project management skills; ability to manage a diverse workload
• Demonstrate temperament that balances teamwork, humility, patience, insight, hard work, urgency, and results
• Excellent verbal and written communication skills, with demonstrable capacity to thoughtfully articulate investment insights
• MBA and/or CFA

Benefits

• Generous paid time-off
• Medical/dental/vision healthcare plans
• 401(k) retirement and profit-sharing plans
• Flexible/hybrid work environment
• Dress for the day flexible work attire

Company Overview

Company H1B Sponsorship