Vice President, Consultant Relations

Reposted 19 Days Ago
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New York, NY, USA
In-Office
200K-225K Annually
Senior level
Fintech • Real Estate • Energy • Financial Services
The real assets and alternative income specialists
The Role
The Vice President, Consultant Relations manages relationships with investment consultants, driving visibility and capital growth through collaborative engagement and strategic marketing efforts.
Summary Generated by Built In

Job Title: Vice President, Consultant Relations

Department: North America Institutional Distribution

Reports To: SVP, Head of Consultant Relations

FLSA Code: Exempt

Location Preference: New York City, Boston, Chicago

Estimated Salary: $200,000 - $225,000 

 

Job Summary:

The Vice President position is within Institutional distribution responsible for developing and managing research and field consultant relationships with investment consultants primarily located in the Eastern US.  The role is focused on driving the firm’s visibility, growing consultant research ratings, engaging with senior field consultants, OCIO and other firm influencers to ultimately raise capital through this critical institutional 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 consultant relations team alongside two Senior Vice Presidents, one Associate Director and one Sr. Associate to effectively cover the global consultant universe; segmented by tiers, complexity and proclivity to partner with CNS
  • Directly focus on Tier 1 and Tier 2 consultant firms primarily located in the Eastern US and serve as second chair on several Global & Tier 1 firms
  • Build, maintain and deepen relationships across the consultant coverage with research, field consultants, OCIO portfolio management and other influencers
  • Achieve the highest recommendations/ratings across the firms and 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 consulting firms

 

Minimum Requirements: 

  • Bachelor's degree from an accredited college
  • 10+ years of related institutional asset management experience with direct experience in covering investment consultants
  • Proven track record of success in actively marketing the institutional consultant community to drive new strategy approvals and assets
  • Series 7 and Series 63 licenses preferred or ability to obtain within 6 months of hire
  • CFA, CAIA or other professional qualifications preferred
  • Willingness and able to travel
  • Ability to translate complex investment concepts for consultant audiences
  • Excellent relationship management & communication skills
  • Highly collaborative with the ability to influence across investment and other internal teams
  • Able to prioritize and multi-task in deadline driven environment
  • Deep understanding of the institutional asset management business
  • Strong knowledge of consultant research and ratings processes
  • 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
  • Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted. (For New York based candidates) 

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.

Skills Required

  • Bachelor's degree from an accredited college
  • 10+ years of related institutional asset management experience
  • Proven track record of success in marketing to institutional consultants
  • Series 7 and Series 63 licenses preferred
  • CFA, CAIA or other professional qualifications preferred
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The Company
HQ: New York, NY
490 Employees
Year Founded: 1986

What We Do

Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore. Follow to see more customized feed content.

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