Job Title: Director, Consultant Relations
Department: North America Institutional Distribution
Reports To: EVP, Head of North America Institutional Distribution
FLSA Code: Exempt
Estimated Salary: $155,000 - $175,000
Job Summary:
Director position in the Institutional Sales business, responsible for all aspects of Consultant Relations to maintain/achieve strategy ratings, build relationships across research, field consultants, OCIO and other firm influencers, present investment strategies and ultimately raise capital through this critical institutional intermediary channel. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Work in a collaborative manner alongside two Senior Vice Presidents, one other Director and one Associate Consultant Relations professional to effectively cover the global consultant universe; segmented by tiers, complexity and proclivity to partner with CNS
- Directly manage approximately 30 Tier 2 and Tier 3 consultant firms and serve as second chair on 5-10 Tier 1 firms
- Build and strengthen relationships across the consultant coverage with Research, Field Consultants, Capital Market teams, OCIO teams and other influencers
- Achieve the highest recommendations/ratings across the firms covered and then monetize those ratings with searches, placements and other allocator activity initiated by the consultants
- Promote Cohen & Steers investment strategies and value proposition through a high level of activity, meetings, conferences and other relationship building opportunities
- Collaborate on coverage and opportunities with the Institutional Sales and Relationship Management teams to triangulate around mandate opportunities
- Develop business plans, conduct regular strategy reviews and coordinate activity/tactics for each consulting firm in Director’s coverage
- Effectively partner with SVPs to go higher and deeper on larger AUA and OCIO Tier 1 firms
Minimum Requirements:
- Bachelor’s degree from an accredited college
- 5+ years of related experience, with preference in Consultant Relations and/or Institutional distribution
- Series 7 and Series 63 licenses preferred or ability to obtain within 6 months of hire
- Willingness to travel for meetings
- Skilled use of Excel, Word and PowerPoint
- Excellent communication and writing skills
- Must be able and willing to work in a collaborative and team-oriented environment
- Able to prioritize and multi-task in deadline driven environment
- Knowledge of broader investment market, with preference to real estate and real assets
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
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