Consultant Relations Associate, L&G - Asset Management, America at LegalAndGeneral

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

90000.0

Posted On

15 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Business Development, Client Retention, RFP Response, CRM Management, Data Analysis, Market Intelligence, Microsoft Excel, Microsoft PowerPoint, Salesforce, eVestment, Written Communication, Verbal Communication, Active Listening, Problem Resolution, Institutional Investment Knowledge

Industry

Financial Services

Description

Company Description L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change. Job Description The LGIMA Distribution team is seeking a highly motivated and detail-oriented Associate to join our Consultant Relations team. The Associate will support the firm’s efforts to build and maintain strong relationships with investment consultants and contribute to business development and client retention initiatives. Responsibilities: Support senior Consultant Relations and Distribution professionals in managing and expanding relationships with global and regional investment consultants. Assist with the preparation of presentation materials, pitch books, and product updates for consultant meetings. Assist with responses to consultant and RFP inquiries, due diligence requests, and questionnaires. Collaborate with internal teams including Distribution, Investments, Client Strategy, Solutions Strategy, Product, Marketing, and Compliance, to ensure consistent messaging and timely delivery of materials. Maintain and expand consultant data in the CRM system to track consultant interactions, ratings, and shared assets. Responsible for data clean-up, managing contact lists for marketing campaigns, pipeline management, and updating consultant profiles. Work with internal marketing teams to help with maintaining and updating consultant databases (e.g., eVestment, Callan, etc.) with firm, product, and performance data. Track and analyze consultant activity, search trends, and market intelligence to identify opportunities. Monitor industry developments and competitor positioning to inform strategy. Assist in planning senior leadership roadshows and regular consultant dialogues. When Appropriate, accompany senior team members (typically onsite, but some travel will be required) to engage with prospective new clients/consultants to educate about LGIMA’s solutions and products. When appropriate, attend Consultant conferences and LGIMA roadshows building relationships and educating future clients about LGIMA capabilities. Qualifications Bachelor’s degree with coursework in Finance, Economics, Business, or related fields. 3+ years’ experience in asset management, investment consulting, or financial services. Strong organizational skills and attention to detail Familiarity with institutional investment products (Fixed Income, Equities) and the consultant landscape a plus Excellent written and verbal communication skills. The ability to build strong relationships with colleagues using active listening and problem resolution competencies. Proficiency in Microsoft Excel, PowerPoint, and CRM/database tools (e.g., Salesforce, eVestment). Additional Information The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. EOE Statement As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025) Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Investment Management L&G sub Business Unit: LGIMA Primary Location: USA, Chicago Job Family: Client Relationship Management Compensation: USD 70000 - USD 90000 - yearly

Responsibilities

The Associate supports senior professionals in managing relationships with global investment consultants and preparing pitch books and product updates. They are also responsible for maintaining consultant data in CRM systems and tracking market intelligence to identify business opportunities.