Legalandgeneral

Legalandgeneral

Consultant Relations Associate, L&G - Asset Management, America

Chicago, IL, United States · Full-time

Sponsorship not specifiedDetected 8 days ago
SalesforceCRMBusiness DevelopmentPipeline ManagementExcelLeadershipCommunicationOrganizational SkillsMicrosoft Office

About the role

  • Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G.
  • This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.
  • The LGIMA Distribution team is seeking a highly motivated and detail-oriented Associate to join our Consultant Relations team.

Responsibilities

  • Support senior Consultant Relations and Distribution professionals in managing and expanding relationships with global and regional investment consultants.
  • Collaborate with internal teams including Distribution, Investments, Client Strategy, Solutions Strategy, Product, Marketing, and Compliance, to ensure consistent messaging and timely delivery of materials.
  • Maintain and expand consultant data in the CRM system to track consultant interactions, ratings, and shared assets. Responsible for data clean-up, managing contact lists for marketing campaigns, pipeline management, and updating consultant profiles.
  • When appropriate, attend Consultant conferences and LGIMA roadshows building relationships and educating future clients about LGIMA capabilities.
  • The ability to build strong relationships with colleagues using active listening and problem resolution competencies.
  • We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.
  • The Associate will support the firm's efforts to build and maintain strong relationships with investment consultants and contribute to business development and client retention initiatives.

Requirements

  • Bachelor's degree with coursework in Finance, Economics, Business, or related fields.
  • Proficiency in Microsoft Excel, PowerPoint, and CRM/database tools (e.g., Salesforce, eVestment).

Nice to have

  • Familiarity with institutional investment products (Fixed Income, Equities) and the consultant landscape a plus

Compensation

  • The starting salary offer will vary based on multiple factors, including but not limited to the applicant's education, job-related experience, skills, and abilities, geographic location, and market factors.
  • This position is also eligible to participate in the company's annual discretionary bonus plan.

Benefits

  • Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
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