Vice President Consultant Relations
Confidential - Boston, MA
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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. The firm's 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 CNSDirectly focus on Tier 1 and Tier 2 consultant firms primarily located in the East Coast & Mid-West US and serve as second chair on several Global & Tier 1 firmsBuild, maintain and deepen relationships across the consultant coverage with research, field consultants, OCIO portfolio management and other influencersAchieve the highest recommendations/ratings across the firms and monetize those ratings with searches, placements and other allocator activity initiated by the consultantsPromote The firm's investment strategies and value proposition through a high level of activity, meetings, conferences and other relationship building opportunitiesCollaborate on coverage and opportunities with the Institutional Sales and Relationship Management teams to triangulate around mandate opportunitiesDevelop business plans, conduct regular strategy reviews and coordinate activity/tactics for consulting firmsMinimum Requirements: Bachelor's degree from an accredited college10+ years of related institutional asset management experience with direct experience in covering investment consultantsProven track record of success in actively marketing the institutional consultant community to drive new strategy approvals and assetsSeries 7 and Series 63 licenses preferred or ability to obtain within 6 months of hireCFA, CAIA or other professional qualifications preferredWillingness and able to travelAbility to translate complex investment concepts for consultant audiencesExcellent relationship management & communication skillsHighly collaborative with the ability to influence across investment and other internal teamsAble to prioritize and multi-task in deadline driven environmentDeep understanding of the institutional asset management businessStrong knowledge of consultant research and ratings processesKnowledge of broader investment market, with preference to real estate and real assetsDemonstrates inclusive behaviors in support of a culture that values diverse perspectives
Created: 2026-05-09