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For Companies At a Glance
- Tasks: Manage investment consultant relationships and drive product ratings for success.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management.
- Benefits: Enjoy career growth, flexible working options, and a diverse, inclusive culture.
- Why this job: Make an impact in the investment world while collaborating with talented professionals.
- Qualifications: Experience in consultant relations and knowledge of UK Institutional market trends.
- Other info: Dynamic environment with opportunities to work across various investment channels.
The predicted salary is between 36000 - 60000 £ per year.
You will be responsible for managing investment consultant relationships in order to attain and maintain buy ratings, working alongside two consultant relations directors and two support associates. You will have primary coverage of tier 3 consultant firms with the ability to be alternate for tier 1 and 2 firms when required. You should be comfortable and/or have a willingness to discuss multiple channels with consultants e.g. DC, DB, OCIO, charities, etc. You will be able to identify research priorities. You will work in partnership with the Sales team to optimise the field consultant strategy for their firms to monetise buy ratings or defend client assets.
Responsibilities:
- Attain new product ratings and maintain buy rated products with consultant research teams with focus on priority products as defined by UK Institutional and Insurance sales strategy.
- Contribute to UK Institutional team revenue targets by executing consultant plan in partnership with Sales team.
- Contribute to all stages of a new business opportunity – consultant research, RFI, RFP, presentation production/prep and fee negotiations.
- Assist Consultant Support when required to ensure follow ups and query management are done.
- Provide firm and market feedback proactively to the broader business and formulate plans to remove any obstacles.
- Identify new product opportunities for the channels covered by the team.
- Work in partnership with investment management and marketing to deliver high quality, targeted content to achieve trusted advisor status.
- Maintain up-to-date knowledge of market trends, regulatory changes, and competitor activity.
- Leverage the time and resources of the investment teams effectively.
To be successful in this role you will have...
- Experience in consultant relations.
- Prior industry experience.
- Be familiar with key trends in the UK Institutional market and able to promote product and the firm across the respective channels.
- The ability to lead research and field consultant meetings.
- The ability to work in collaboration with sales, marketing and investments to maintain and gain consultant ratings and clients.
- IMC preferred.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering our next move so please discuss any flexible working requirements directly with your recruiter.
Consultant Relations Manager employer: Threadneedle group
Contact Detail:
Threadneedle group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant Relations Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, webinars, or even casual meet-ups. The more you engage with potential colleagues and consultants, the better your chances of landing that Consultant Relations Manager role.
✨Show Off Your Knowledge
When you get the chance to chat with consultants or during interviews, don’t hold back on sharing your insights about market trends and investment strategies. This will show that you’re not just familiar with the industry but also passionate about it!
✨Tailor Your Approach
Every consultant firm is different, so make sure you tailor your discussions and presentations to their specific needs. Highlight how your experience aligns with their goals, especially when it comes to maintaining and gaining buy ratings.
✨Follow Up Like a Boss
After any meeting or interview, always send a follow-up message. Thank them for their time and reiterate your enthusiasm for the role. It’s a simple yet effective way to keep you top of mind as they make their decision.
We think you need these skills to ace Consultant Relations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Consultant Relations Manager role. Highlight your experience in managing consultant relationships and any relevant industry knowledge. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Don’t forget to mention your familiarity with the UK Institutional market!
Showcase Your Collaboration Skills: Since this role involves working closely with sales, marketing, and investment teams, make sure to highlight any past experiences where you've successfully collaborated with others. We love team players at StudySmarter!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Threadneedle group
✨Know Your Consultants
Before the interview, make sure you research the tier 3 consultant firms you'll be covering. Understand their investment strategies and how they align with Columbia Threadneedle's offerings. This will help you speak confidently about how you can manage those relationships effectively.
✨Showcase Your Collaboration Skills
Since this role involves working closely with sales, marketing, and investment teams, be prepared to discuss examples of how you've successfully collaborated in the past. Highlight specific projects where teamwork led to achieving goals, especially in consultant relations.
✨Stay Updated on Market Trends
Familiarise yourself with the latest trends in the UK Institutional market. Be ready to discuss how these trends could impact consultant ratings and client relationships. Showing that you're proactive about industry knowledge will impress your interviewers.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, such as managing a difficult consultant or negotiating fees. Think through your responses ahead of time, using the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
