Vice President, Consultant Relations

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Expand and enhance Voleon's institutional partnerships by managing essential consultant relationships and direct investor accounts.

• Cultivate and sustain relationships with research and field consultants from both generalist and alternatives-focused consulting firms.

• Fortify Voleon's standing on consultant research platforms, buy lists, and databases.

• Organize consultant submissions and due-diligence requests efficiently.

• Provide consistent messaging regarding Voleon's quantitative and AI-driven strategies.

• Identify and pursue business opportunities led by consultants, coordinating with institutional sales colleagues to secure new mandates.

• Anticipate the needs of consultants, defend existing client mandates, and align internal resources to provide timely information and insights.

• Stay informed about consulting firms' client portfolios, business models, decision-makers, and evaluation processes.

• Document consultant interactions, coverage metrics, and market intelligence in the CRM.

• Build and enhance investor relationships through exceptional partnership and service.

• Recognize cross-sell opportunities and expand existing investor relationships.

• Identify, qualify, nurture, and finalize new institutional business with guidance from Managing Directors and the Chief Commercial Officer.

• Create and improve marketing materials in collaboration with Portfolio Strategists and the Research team.

• Maintain relationship coverage plans, sales pipelines, and rigorous CRM tracking processes.

• Provide portfolio updates, performance reviews, and leadership insights.

• Implement fundraising, consultant coverage, and client retention strategies.

• Refine Voleon's positioning and narrative for consultant and institutional audiences.

• Engage in cross-functional initiatives that support the firm's brand and leadership in AI-based investing.

• Report directly to the Chief Commercial Officer.

⛳️ Requirements

• 7-15 years of experience in institutional marketing, consultant relations, or investor relations within an asset management firm.

• Proven success in building relationships with investment consultants and institutional investors, particularly in alternatives or quantitative strategies.

• In-depth understanding of consultant research structures, manager-selection processes, and client influence models.

• Demonstrated ability to coordinate effectively across research, field consultant, and internal sales teams to improve mandate outcomes.

• Exceptional written and verbal communication skills.

• Intellectual curiosity with the capacity to simplify intricate investment concepts.

• Highly organized and proactive, exhibiting strong follow-through and disciplined CRM usage.

• Bachelor's degree is required.

• An advanced degree or CFA designation is preferred.

• Willingness to travel extensively, both domestically and internationally.

• Must be legally authorized to work in the United States.

🏝️ Benefits

• Highly competitive compensation and benefits packages.

• Technology talks presented by experts.

• A beautiful, modern office environment.

• Daily catered lunches for employees.

• Comprehensive medical, dental, and vision coverage.

• Life and AD&D insurance included.

• 20 days of paid time off.

• 9 sick days per year.

• 401(k) plan with a company match.

• Potential $7,500 referral bonus for a successful eligible referral.