Consultant Relations, Central

Manulife

Consultant Relations Director overseeing institutional investment consultants for Manulife in the Midwest. Building relationships and managing consultant strategies in a hybrid work environment.

Posted 4/25/2026full-timeChicago • Illinois • 🇺🇸 United StatesSeniorLead💰 $100,000 - $173,300 per yearWebsite

About the role

Key responsibilities & impact

Develop and execute a Midwest consultant coverage strategy aligned with firm priorities, focusing on ratings, buy-list placements, and pipeline conversion
Own relationships with key consulting firms and field consultants; schedule and lead meetings, briefings, education sessions, and due diligence
Coordinate RFP/RFI responses, data requests, and due-diligence questionnaires in partnership with Consultant Relations (CR), Product, RFP, Marketing, and Portfolio Management teams
Prepare and deliver compelling consultant-facing materials (presentations, strategy updates, investment thesis, performance context) with strict adherence to compliance
Manage rating processes and timelines; track status, feedback, and outcomes in CRM; ensure follow-ups and action plans are executed
Serve as a subject-matter liaison between consultants and investment teams; facilitate access to PMs/analysts and organize onsite/virtual diligence
Monitor market trends and consultant research agendas; provide feedback to Product and Distribution on competitive positioning and product gaps
Report activity, pipeline, and outcomes via CRM dashboards; maintain accurate contact maps across firm and field consultants
Support national consultant initiatives and conferences; represent Manulife IM at industry events in the region
Uphold Manulife IM’s values, risk management standards, and compliance requirements

Requirements

What you’ll need

Proven experience (7-10 years) covering institutional consultants in the Midwest
Strong relationships across Midwest consultant firms (e.g., Chicago-centric firms and regional offices) and familiarity with national platforms
Solid understanding of institutional products and vehicles: fixed income, equities, multi-asset, alternatives/private markets; OCIO and delegated solutions
Excellent communication and presentation skills; able to translate complex investment concepts for consultant audiences
Project management discipline with the ability to prioritize, meet deadlines, and coordinate cross-functional teams
Proficiency with CRM (Salesforce or equivalent), and data/reporting tools
Bachelor's degree required; CFA/CAIA or progress toward a designation is a plus

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension/401(k) savings plans)
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementdata analysisinvestment thesis developmentpipeline conversionRFP/RFI coordinationconsultant relationship managementmarket trend analysisperformance trackingcompliance adherencepresentation development

Soft Skills

communicationpresentation skillsrelationship buildingorganizational skillscross-functional coordinationstrategic thinkingproblem-solvingtime managementleadershipadaptability

Certifications

Bachelor's degreeCFACAIA