Consultant Relations Director
Northern Trust
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • United States
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Salary
💰 $189,290 - $331,200 per year
Job Level
About the role
- Own and manage senior‑level relationships with a defined group of institutional investment consultants
- Serve as a primary point of contact for consultant research, due diligence, and ongoing relationship management
- Collaborate closely with national and global Consultant Relations colleagues
- Position the firm’s investment capabilities to obtain and maintain favorable consultant ratings
- Identify new consultant opportunities by researching consultant priorities
- Partner with field sales teams and senior relationship managers
- Lead and execute consultant‑driven requests for proposal (RFPs)
- Coordinate with investment teams, product specialists, portfolio managers, and client service partners
- Maintain a high level of investment knowledge by engaging regularly with internal investment teams
- Monitor and assess competitor offerings, consultant perceptions, and market positioning
Requirements
- 8+ years of institutional distribution experience
- direct consultant relations experience required
- demonstrated experience distributing both traditional and alternative investment strategies to institutional consultants
- strong track record of managing senior consultant relationships
- supporting consultant research and due diligence processes
- Series 7 and Series 63 licenses preferred
- CFA designation and/or MBA strongly preferred
- Bachelor’s degree required
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
institutional distribution experienceconsultant relationsinvestment strategiesdue diligencerequest for proposal (RFP)investment knowledgemarket positioning
Soft Skills
relationship managementcollaborationcommunicationleadership
Certifications
Series 7Series 63CFA designationMBABachelor's degree