VP, Head of Consultant Relations, Platform Development, Banks

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

📋 Description

• Lead, mentor, and enhance the capabilities of a team focused on institutional consultant sales, bank channel sales, and platform development.

• Establish the integrated channel strategy, set priorities, define accountability, and uphold execution standards.

• Create and implement a unified U.S. distribution strategy targeting institutional consultants, banks, and investment platforms.

• Develop business management practices that encompass market segmentation, account prioritization, pipeline governance, metrics, resource allocation, and performance evaluations.

• Cultivate and sustain senior-level relationships with consultant firms, banks, due diligence teams, home offices, platform gatekeepers, and other key decision-makers.

• Direct engagement strategies for priority relationships, ensuring coordinated coverage, account plans, messaging, and follow-up actions.

• Convert insights from clients, consultants, and platforms into actionable recommendations for investment strategy, products, vehicles, pricing, marketing, sales enablement, and service delivery.

• Collaborate with U.S. distribution teams and investment professionals to align channel strategies and transform ratings, approvals, and placements into sales opportunities.

• Represent the firm at senior-level client meetings, due diligence reviews, industry conferences, and strategic negotiations.

• Promote teamwork, outstanding client service, prudent risk management, and compliance across the organization.

⛳️ Requirements

• Extensive understanding of institutional consultant, bank, and platform distribution models.

• Proven track record in leading seasoned sales and business development professionals.

• Documented success in transforming channel insights and senior relationships into ratings, approvals, placements, qualified pipelines, asset growth, revenue, and client retention.

• Outstanding written, verbal, presentation, and negotiation skills.

• Capability to lead through influence across investment, product, marketing, legal, compliance, operations, client service, and distribution teams.

• At least 15 years of relevant experience in investment management distribution.

• Significant experience in people management, leading senior sales, relationship management, or business development professionals across various channels or client segments.

• Proven success in setting strategies and achieving measurable outcomes in asset growth, revenue, ratings, approvals, placements, and client retention.

• Experience in influencing senior decision-makers and peers within a complex asset management organization.

• Established connections within institutional consulting firms, banks, research and due diligence organizations, and strategic investment platforms.

• Comprehensive investment knowledge across various asset classes, products, and vehicles.

• Bachelor’s degree is mandatory.

• Series 24 certification is required or must be obtained within 120 days of the hire date.

• Strong intellectual curiosity and capacity.

• A genuine passion for the industry.

• Entrepreneurial, energetic, and enthusiastic approach.

• Driven and accountable for delivering results.

• Established credibility with institutional consultants, bank executives, platform decision-makers, and peers in the investment management sector.

• High personal and professional standards.

• Unquestionable integrity and ethics.

• Significant travel is required.

🏝️ Benefits

• Competitive remuneration package with a bonus plan.

• Generous paid time off (PTO) and competitive benefits.

• 401k plan with a 5% company match plus an annual performance-based discretionary contribution.

• Tuition reimbursement program.

• Formal mentorship opportunities.

• Access to live and online learning resources.