Director, Consultant Relations

Posted 4 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
275K-325K Annually
Expert/Leader
Financial Services
The Role
Oversee strategically important US consultant relationships, build trusted partnerships with senior stakeholders, represent investment capabilities, and influence consultant perceptions and ratings. Identify business opportunities, provide market intelligence, collaborate with Business Development and investment teams, and contribute to consultant strategy, internal knowledge sharing, product initiatives, and staff development. The role requires sophisticated investment knowledge, strong communication, commercial judgment, and FINRA Series 7 and 63 licenses.
Summary Generated by Built In
Job Title

Director, Consultant Relations

Department

Client Facing-North America-USA

Overview of Department

Baillie Gifford’s business depends on providing our clients with excellent long term investment performance and first class client service. The Clients Department is responsible for liaising with our existing clients and developing relationships to attract potential new clients.  Specifically, our Client Contacts seek to build excellent relationships by understanding their client's specific needs.  In order to do this, Client contacts need to develop a detailed investment and portfolio knowledge and be proactive and responsive, which allows our investors to focus on investing.  The Clients Department functions as a number of small teams working together to provide our clients with the highest possible level of customer service.

Purpose of Role

The Client Relationship Director will have oversight for a client base of strategically important US consultant relationships, building trusted partnerships across research, OCIO teams, field consultants and other senior contacts within consulting firms. The role will represent Baillie Gifford's investment capabilities and broader proposition with credibility and judgement, ensuring consultants have a deep and current understanding of the firm and our strategies.
Working closely with colleagues across our US and Global Consultant Relations teams, Business Development, Investments and the wider Clients Department, this role will identify and develop opportunities, influence consultant perceptions and ratings, and bring high-quality market intelligence back into the firm. This role will also contribute to the development of the US consultant strategy. Location will be considered based on business need and team coverage with a preference for the Midwest or West region.

Responsibilities

Key Responsibilities

  • Oversight of designated consultant relationships, developing a clear strategy for each relationship and building trusted partnerships across research, field and other key stakeholders.
  • Ensure high standards of consultant relations are fulfilled. This includes, but is not limited to, understanding client needs, ongoing contact with consultants, information reporting and sharing.
  • Maintain and expand investment knowledge, through self-driven research as well as portfolio discussions within the team
  • Ensure high level of collaboration through internal engagement with other departments.
  • Identify, shape and progress opportunities arising from consultant relationships, working in partnership with Business Development and investment teams to convert relationship insight into meaningful outcomes.
  • Make a valuable contribution to knowledge sharing within the firm.
  • Actively participate in internal product groups, projects and/or development of staff as appropriate

Knowledge, Skills and Experience

Qualifications

  • Undergraduate Degree preferred

Experience and knowledge:

  • 10+ years experience managing complex institutional relationships and building credibility with senior external stakeholders
  • Strong investment knowledge and the ability to discuss investment strategies, portfolios and market developments with sophisticated audiences
  • Sound commercial judgement and track record of identifying, developing or influencing new consultant ratings and business opportunities
  • An understanding of the consultant ecosystem and the role consultants play in institutional decision-making
  • The ability to gather market intelligence and use it appropriately to strengthen internal priorities, positioning and decision-making.
  • Experience influencing and collaborating across teams
  • Strong presentation and communication skills, including the ability to represent the firm confidently with senior audiences.
  • Evidence of contributing to team development, strategic initiatives, product work or knowledge sharing.
  • FINRA 7 and 63 licenses required (must be taken within 6 months)

The Type of Candidate We’re Looking For

We are looking for candidates that are intellectually curious about investments, clients and the consultant market and able to form well-reasoned views from a wide range of information. You will be credible and confident with senior internal and external audiences and exercise sound judgement about where to focus time and resources, when to challenge, and when to draw on expertise elsewhere in the firm. You will be a highly collaborative colleague who can influence across organizational boundaries and bring others with you. You will also be comfortable taking ownership, operating with ambiguity and representing Baillie Gifford with maturity and good judgement.

Critical Skills

    • Team Working
    • Nurture Relationships
    • Storytelling
    • Adaptability
    • Digital Effectiveness

The good-faith expected base salary range for this role is $275,000 - $325,000 per year, depending on factors including but not limited to the individual’s experience, skills and qualifications.  In addition to base salary, this role is eligible for an annual discretionary bonus and a comprehensive employer-paid benefits package including medical, dental, vision, short- and long-term disability coverage, 401(k) plan and paid time off.

Closing Date

November 12, 2026

Should you choose to use AI tools to support your application, we ask that you do this thoughtfully. We encourage you to ensure your application reflects your own voice, experience, and motivations. We value authenticity and want to understand your individual strengths and perspectives.


At Baillie Gifford, we are committed to fostering an inclusive and respectful culture in which each of our colleagues can thrive and develop. We believe that our clients are best served by a diverse workforce with the experiences, ideas and perspectives that this brings.


If you are currently working at Baillie Gifford as an employee or contractor please apply to this job from the firm's Workday internal career site.

Skills Required

  • 10+ years of experience managing complex institutional relationships and building credibility with senior external stakeholders
  • Strong investment knowledge, including the ability to discuss investment strategies, portfolios, and market developments with sophisticated audiences
  • Commercial judgment and a track record of identifying, developing, or influencing consultant ratings and business opportunities
  • Understanding of the consultant ecosystem and consultants' role in institutional decision-making
  • Ability to gather and use market intelligence to strengthen internal priorities, positioning, and decision-making
  • Experience influencing and collaborating across teams
  • Strong presentation and communication skills with senior audiences
  • Evidence of contributing to team development, strategic initiatives, product work, or knowledge sharing
  • FINRA Series 7 and Series 63 licenses, or ability to obtain them within 6 months
  • Undergraduate degree
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The Company
HQ: Edinburgh
1,712 Employees
Year Founded: 1908

What We Do

Baillie Gifford is an independent, partner-owned investment management business. It manages and advises on specialist equity, fixed-income and multi-asset portfolios for a global client base, including pension funds, charities, foundations, endowments, financial institutions and family offices. The firm follows a long-term, research-driven approach, seeking innovative, high-growth companies and supporting clients’ investment objectives across international markets and sectors for clients worldwide.

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