Note: The job is a remote job and is open to candidates in USA. Federated Hermes is hiring a Consultant Relations Manager to strengthen relationships with institutional consulting firms and increase the firm’s visibility, research recommendations, and asset growth. The role leads consultant engagement and business processes in partnership with business development, investment management, product management, and marketing teams.
Responsibilities
- Lead consultant relations strategy to secure research recommendations, approved-list placements, and asset growth opportunities
- Own and strengthen key consultant relationships across research, field consulting, and delegated/OCIO channels
- Partner with business development, investment, product, and marketing teams to drive consultant engagement and support new business opportunities
- Oversee consultant business processes, including strategic account planning, search opportunities, RFP support, reporting, and Salesforce management
- Provide strategic market insights on consultant activity, industry trends, and growth opportunities to inform business decisions
Skills
- Bachelor degree required
- 10+ years of experience in the financial services industry
- Deep and broad investment knowledge
- Knowledge of the institutional market and the consulting firm landscape
- Significant and deep relationships with target consulting firms
- Must possess/obtain FINRA Series 7 and 66 immediately
- The firm does not sponsor employment visas
- Master's degree, CFA, CAIA or MBA
Benefits
- Eligibility for a bonus determined by considering a variety of factors including some or all of the following: gross sales, net sales, asset growth, revenue and attainment of business-based objectives.
- Certain employees may be eligible to participate in a Long-Term Incentive Plan.
- Medical, dental, prescription, vision, and basic life insurance benefits for employees and, as applicable, their dependents.
- Employees are able to enroll in the company’s 401(k) plan.
- Each calendar year employees are eligible for paid leave which includes fifteen vacation days, seven ill days, and ten holidays.
- A variety of professional and personal development opportunities.
Company Overview