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 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 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 relationsPrior industry experienceBe familiar with key trends in the UK Institutional market and able to promote product and the firm across the respective channelsThe ability to lead research and field consultant meetingsThe ability to work in collaboration with sales, marketing and investments to maintain and gain consultant ratings and clientsIMC 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 their next move so please discuss any flexible working requirements directly with your recruiter.

 

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Sales