Consultant Relations Manager

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🕒 May 8

🏄 California – Remote

🏄 California – Remote

💵 $160k - $200k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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FEI FEI

WebsiteLinkedInAll Job Openings

- employees

💸 Finance

☁️ SaaS

Finance • Investment • SaaS

FEI FEI is First Eagle Investment Management (First Eagle Investments), a private and independent asset management firm headquartered in New York with a heritage dating to 1864. The company provides investment management and advisory services to financial professionals, institutional investors and individual investors worldwide, offering mutual funds, ETFs, separate accounts, alternative credit and other advisory products. First Eagle emphasizes disciplined, unconventional thinking, downside risk mitigation, global perspective, and regulatory compliance across jurisdictions with investor-type specific disclosures and professional investor attestations. FEI FEI also includes Napier Park Global Capital and affiliated alternative credit platforms under its AUM reporting.

📋 Description

• Execute strategic coverage plans to attain and retain buy ratings for all the firm’s institutional strategies including public markets strategies and private markets strategies • Partner closely with business development, institutional sales, and relationship management teams for impactful coverage of key field consultants • Enhance standing with field consultants, monetize buy ratings and help 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 • Attend conferences and training to further build knowledge and skills • Partner with institutional distribution colleagues to implement long and short-term strategic initiatives for the consultant market • Develop business plans for focus consulting firms in assigned territory • Provide mentorship to the analysts/associates on the Consultant Relations team

🎯 Requirements

• 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.

🏖️ 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