Associate, Global Consultant Relations

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
175K-291K Annually
Mid level
Angel or VC Firm • Financial Services
The Role
Supports global consultant and client relationships within the asset management business. Responsibilities include maintaining CRM data, developing consultant content, responding to queries, preparing meeting materials, supporting consultant research, ensuring regulatory compliance, and providing operational and project support. Requires financial services or relationship management experience, strong communication and organization skills, investment management knowledge, and familiarity with institutional clients and private markets.
Summary Generated by Built In

About Us

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. 

Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.

With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

For more information, visit ifminvestors.com.

Business Overview

Our Clients & Strategy team covers Business Development, Investor Relations, External Relations, Sustainable Investment and Brand, Marketing & Communications, including Internal Communications.

It is responsible for all communications to investor prospects, existing investors and their asset consultants, as well as a broad range of other stakeholders, including governments and media.

The Opportunity

At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

The Role

As a member of the Global Consultant Relations (GCR) team within Global Client Solutions (GCS), work closely with the Head of North America Consultant Relations and the whole of GCR, globally, in supporting consultant engagement efforts.

  • Support existing consultant and client relationships, with high levels of consultant and client satisfaction, to help retain and grow the business.  Collaborate across GCS to deliver on the firm’s growth agenda.  Ensure compliance with all regulatory requirements across the NAM business.

  • Maintain the quality, integrity and accessibility of consultant-related data across the business. Including capturing consultant insights and feedback, and accurate maintenance of the CRM database.

  • Lead on creating relevant and timely content for consultants, responding to consultant queries and support consultant research-related activities.

  • Support the planning, preparation and execution of consultant interactions, produce accurate and timely consultant and client materials, including meeting attendance as appropriate. 

  • Provide operational support for GCR, including data gathering and internal project support.

Your Background and Experience

  • 3+ years’ relevant experience, gained in a professional environment within 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 e.g., CFA or CAIA a plus but not required

  • Able to demonstrate excellent written and verbal communication skills

  • FINRA licenses (Series 7, 63) or willingness to acquire them in a timely manner

  • Demonstrate ability to work in a fast-paced environment where task execution is expected at the highest standards

  • Ability to prioritize and effectively manage time to meet demanding deadlines

  • Proactive attitude in anticipating requirements

  • Strong knowledge of, and curiosity about, private markets, products and institutional clients 

 

Business Knowledge 

  • Knowledge of the consultant channel and general industry trends
  • Proven ability to quickly build and develop external relationships
  • Exceptional relationship management skills: attention to detail, proven ability to work and prioritize tasks in a fast-paced environment, excellent project management skills
  • Demonstrate a ‘consultants always come first’ mentality: speed and quality of responses to consultant queries are essential
  • Team player with an ability to build relationship and work collaboratively with all internal stakeholders
  • Strong investment management knowledge
  • Outstanding organizational, communication and negotiation skills 
  • Aligned to IFM Investors Cultural Values

The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual’s experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus.

USD $175,000- $215,000 

Ready to invest in what matters?
With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]



Skills Required

  • 3+ years of relevant professional experience in financial services, asset management, consultant relations, direct sales, investor relations, relationship management, or a similar field
  • Bachelor's or master's degree, or equivalent qualifications
  • Familiarity with best practices for developing, managing, and deepening consultant or client relationships
  • Excellent written and verbal communication skills
  • FINRA Series 7 and Series 63 licenses, or willingness to acquire them promptly
  • Ability to work in a fast-paced environment while maintaining high execution standards
  • Ability to prioritize and manage time effectively to meet demanding deadlines
  • Proactive attitude and ability to anticipate requirements
  • Strong knowledge of and curiosity about private markets, investment products, and institutional clients
  • Knowledge of the consultant channel and general industry trends
  • Ability to quickly build and develop external relationships
  • Exceptional relationship management, organizational, communication, negotiation, and project management skills
  • Ability to collaborate effectively with internal stakeholders and work as a team player
  • Strong investment management knowledge
  • Some knowledge of private markets
  • CFA or CAIA certification
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The Company
HQ: Melbourne, VIC
1,534 Employees

What We Do

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $243.3 AUD billion (as at 30 September 2025), we prioritise the interests of over 812 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia. For more information, visit ifminvestors.com.

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