Consultant Relations Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Implement strategic coverage plans to achieve and maintain buy ratings for all of the firm's institutional strategies, encompassing both public and private markets strategies.

• Collaborate closely with business development, institutional sales, and relationship management teams to ensure impactful coverage of key field consultants.

• Strengthen relationships with field consultants, capitalize on buy ratings, and assist in retaining existing clients.

• Comprehend First Eagle’s unique investment strategies and effectively communicate them to consultants, clients, and internal stakeholders.

• Share insights gained from market conversations with Institutional team members during weekly meetings.

• Participate in conferences and training sessions to enhance knowledge and skills.

• Work alongside institutional distribution colleagues to execute both long-term and short-term strategic initiatives for the consultant market.

• Create business plans for targeted consulting firms within the assigned territory.

• Mentor analysts and associates on the Consultant Relations team.

⛳️ Requirements

• A bachelor's degree in finance, business, or a related field; MBA and/or CFA credentials are preferred.

• Over 8 years of experience in covering investment consulting firms.

• Background in credit and/or alternative investment strategies.

• Established relationships and credibility with select consulting firms.

• Exceptionally strong relationship management capabilities, with the ability to foster consensus internally and externally by embodying the principles of respect and collaboration.

• Ability to creatively leverage intellectual capital and thought leadership to forge commercial partnerships with research consultants.

• Comprehensive understanding of the institutional business and its competitive landscape.

• Proficiency in building strategic relationships with the investment consultant community by engaging in informed and impactful discussions.

• Proven track record of successfully attaining and retaining buy ratings from investment consultants, along with a history of raising institutional assets through the consultant channel.

• A true team player with the ability to collaborate seamlessly with all internal stakeholders, including investment, infrastructure, and broader Institutional team members.

• High degree of intellectual curiosity and critical thinking skills—capable of anticipating market trends and leveraging internal resources accordingly.

• A self-motivated work ethic, high energy, entrepreneurial spirit, and resourcefulness—an individual who “makes it happen.”

• Willingness to travel over 50% of working days to engage with consultants.

• Strong organizational and project management abilities; capable of managing a diverse workload.

• Display a temperament that balances teamwork, humility, patience, insight, hard work, urgency, and results.

• Excellent verbal and written communication skills, with a proven ability to articulate investment insights thoughtfully.

🏝️ Benefits

• Generous paid time-off.

• Medical, dental, and vision healthcare plans.

• 401(k) retirement and profit-sharing plans.

• Flexible and hybrid work environment.

• “Dress for the day” flexible work attire.