Associate, Global Consultant Relations

IFM Investors

. Support existing consultant and client relationships to maintain high satisfaction and help retain and grow the business .

Posted 11/7/2026full-timeNew York City • New York • United StatesMid-Level💰 $175,000 - $215,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong relationship management and project management skills, with a focus on maintaining consultant and client satisfaction. Possesses a solid understanding of private markets and compliance requirements within the financial services industry.

Highest-signal resume keywords

3+ Years Experience In Financial ServicesExcellent Written And Verbal Communication SkillsStrong Knowledge Of Private MarketsExceptional Relationship Management SkillsFINRA Licenses (Series 7, 63)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Consultant Relationship ManagementData ManagementProject ManagementInvestment Management KnowledgeCompliance With Regulatory Requirements

Soft Skills

Outstanding Organizational SkillsProactive AttitudeAbility To Work CollaborativelyStrong Negotiation SkillsAbility To Prioritize And Manage Time

Tools & Technologies

CRM Database

Certifications & Qualifications

CFACAIA

Industry Keywords

Asset ManagementPrivate MarketsConsultant ChannelInvestor RelationsDirect Sales

About the role

Key responsibilities & impact

Support existing consultant and client relationships to maintain high satisfaction and help retain and grow the business
Collaborate across Global Client Solutions to deliver the firm’s growth agenda
Ensure compliance with regulatory requirements across the North America business
Maintain the quality, integrity and accessibility of consultant-related data
Capture consultant insights and feedback and maintain the CRM database accurately
Create relevant and timely content for consultants
Respond to consultant queries and support consultant research activities
Plan, prepare and execute consultant interactions
Produce accurate and timely consultant and client materials, including attending meetings as appropriate
Provide operational support for Global Consultant Relations, including data gathering and internal project support

Requirements

What you’ll need

3+ years’ relevant experience in financial services, asset management, consultant relations, direct sales, investor relations, relationship management or similar
Some knowledge of private markets is a plus
Familiarity with best practices in developing, managing and deepening consultant or client relationships
Bachelor or Master’s degree, or equivalent level qualifications
Industry certifications such as CFA or CAIA are a plus but not required
Excellent written and verbal communication skills
FINRA licenses (Series 7, 63) or willingness to acquire them in a timely manner
Ability to work in a fast-paced environment and execute tasks to high standards
Ability to prioritize and manage time to meet demanding deadlines
Proactive attitude in anticipating requirements
Strong knowledge of and curiosity about private markets, products and institutional clients
Knowledge of the consultant channel and general industry trends
Proven ability to quickly build and develop external relationships
Exceptional relationship management and project management skills
Strong investment management knowledge
Outstanding organizational, communication and negotiation skills
Ability to work collaboratively with internal stakeholders
Alignment with IFM Investors Cultural Values

Benefits

Comp & perks

Competitive salary
Generous leave entitlements
Hybrid and flexible work approach
Inclusive, accountable and collaborative workplace
Opportunities to make a meaningful contribution and grow skills
Reasonable adjustments for individuals with disabilities during the application or interview process