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Consultant Relations Manager

Ameriprise Financial Services, LLC
Full-time
On-site
London

You will be responsible for managing investment consultant relationships in order to attain and maintain buy ratings, working alongside two consultant relations directors and two support associates. You will have primary coverage of tier 3 consultant firms with ability to be alternate for tier 1 and 2 firms when required. You should be comfortable and/or have a willingness to discuss multiple channels with consultants e.g. DC, DB, OCIO, charities, etc. You will able to identify research priorities. You will work in partnership with the Sales team to optimise the field consultant strategy for their firms to monetise buy ratings or defend client assets. Responsibilities: Attain new product ratings and maintain buy rated products with consultant research teams with focus on priority products as defined by UK Institutional and Insurance sales strategy Contribute to UK Institutional team revenue targets by executing consultant plan in partnership with Sales team Contribute to all stages of a new business opportunity – consultant research, RFI, RFP, presentation production/prep and fee negotiations Assist Consultant Support when required to ensure follow ups and query management are done Provide firm and market feedback proactively to the broader business and formulate plans to remove any obstacles Identify new product opportunities for the channels covered by the team Work in partnership with investment management and marketing to deliver high quality, targeted content to achieve trusted advisor status Maintain up-to-date knowledge of market trends, regulatory changes, and competitor activity Leverage the time and resources of the investment teams effectively To be successful in this role you will have... Experience in consultant relations Prior industry experience Be familiar with key trends in the UK Institutional market and able to promote product and the firm across the respective channels The ability to lead research and field consultant meetings The ability to work in collaboration with sales, marketing and investments to maintain and gain consultant ratings and clients IMC preferred About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Sales We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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