Vice President – Global Consultant Relations

IFM Investors

. Manage assigned consultant firm relationships, primarily in the Mid-West .

Posted 11/3/2026full-timeNew York City • New York • United StatesLead💰 $240,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing consultant relationships and executing strategic outreach initiatives within the investment management sector. Proficient in relationship management, project management, and compliance with regulatory requirements.

Highest-signal resume keywords

Consultant Relationship ManagementInvestment Management KnowledgeProject Management SkillsFINRA Series 7 and 63Exceptional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultant StrategiesBusiness PlanningMarket Trends AnalysisCRM Database ManagementStakeholder EngagementDiligence Session PreparationGCR Program DevelopmentClient Outreach CoordinationResearch Agenda ManagementCompetitive Intelligence Synthesis

Soft Skills

Relationship ManagementOrganizational SkillsNegotiation SkillsCollaborationFast-Paced Task Prioritization

Certifications & Qualifications

FINRA Series 7FINRA Series 63CFACAIA

Industry Keywords

Consultant ChannelPrivate MarketMulti-Asset ManagerAlternative ProductsTraditional ProductsInvestment FirmOCIOField ConsultantsStakeholdersIFM Investors Cultural Values

About the role

Key responsibilities & impact

Manage assigned consultant firm relationships, primarily in the Mid-West
Participate in research, OCIO and field consultant meetings
Champion IFM’s business and represent IFM to consultants, clients, prospects and industry leaders
Attend industry events and conferences
Develop, communicate and execute consultant relations strategy with global and North American teams
Coordinate consultant and client outreach and source new business opportunities
Prepare firm-specific business plans covering consultant strategies, client rosters, stakeholders and manager selection processes
Develop and manage relationships across research, OCIO, field consultants and leadership
Manage research agendas and local field consultant engagement plans
Prepare and coordinate meeting materials, briefings, decks, roadshows, teach-ins and diligence sessions
Host meetings and manage pre- and post-meeting follow-ups
Produce consultant and client materials accurately and promptly
Report consultant activities and results against targets
Synthesize consultant feedback, market trends and competitive intelligence
Develop GCR programs and management information reporting
Provide training, coaching, role-modelling and skill building for GCS
Maintain accurate CRM database records
Ensure compliance with regulatory requirements across the North America business

Requirements

What you’ll need

Ideally 7+ years’ relevant experience in a similar role, preferably with a private market or multi-asset manager, or other investment firm with traditional and alternative products
Pre-existing relevant experience in the consultant channel preferred
Strong academic credentials including an undergraduate degree
FINRA Series 7 and 63 required
Knowledge of the consultant channel and general industry trends
Proven ability to quickly build and develop external relationships
Exceptional relationship management skills
Strong project management skills
Strong investment management knowledge
Outstanding organizational, communication and negotiation skills
Ability to work and prioritize tasks in a fast-paced environment
Ability to work collaboratively with internal stakeholders
Alignment with IFM Investors Cultural Values
Advanced degree and/or CFA or CAIA a plus

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
Discretionary performance-based bonus eligibility
Reasonable adjustments for individuals with disabilities during recruitment