Consultant Relations Director

This position could be based in the following alternate locations: Chicago, IL (Illinois); New York, NY (New York) 

New York Life Investments is a leading multi-boutique asset management business with $725 billion in assets under management. Through its boutiques, including Apogem, MacKay Shields and others, New York Life Investments can offer best-in class investment solutions across public and private markets.

The firm is seeking an experienced investment professional to join our Americas Distribution team within the Consultant Relations team, based in either New York or Chicago.

This role will primarily focus on a select group of leading consultants, supporting both alternative and traditional investment strategies. A thorough understanding of the consultant community, along with a solid working knowledge of both alternative and traditional strategies, is essential. Excellent relationship development skills are also required. The ideal candidate will be a collaborative individual who can foster strong working relationships with team members.

What You’ll Do:

• Develop and maintain strong partnerships with the investment consultant community.
• Help drive both product advocacy and product utilization within the consultant network with a strong emphasis on capital raising and commercial results.
• Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning.
• Collaborate with investment teams and other distribution professionals in developing strategies to deepen consultant relationships and drive new business opportunities.
• Work closely with sales, marketing and business response in nurturing top tier relationships with the consultant community.
• Demonstrate flexibility with the ability as needed to cultivate relationships with clients and prospects in addition to consultants.
• Foster an environment of teamwork and Exceptional service orientation through supporting New York Life Investments values and mission. Cultivate a culture of teamwork and exceptional service by upholding the values and mission of New York Life Investments.

What You’ll Bring:

• Strong academic credentials; advanced degree/designation a plus.
• 10+ years of industry experience with at least three years focused on working with the investment consultant community.
• In-depth knowledge and understanding of industry trends and investor’s regulatory requirements, including various fund vehicles and SMAs.
• Track record of developing and maintaining relationships with alternative and traditional investment consultants.
• Ability to effectively integrate into a well-established organization.
• Confident and decisive, with a strong voice, yet highly collaborative.
• A strong combination of IQ and EQ.
• Comfort with an entrepreneurially oriented reward system that prizes commercial success.
• Demonstration of broader knowledge of other assets classes as well as experience in multiple geographic markets, including the US, Asia and Europe is a significant advantage.
• Excellent communication skills, with presentation experience in small and large group settings. Ability to effectively integrate into a well-established organization.
• FINRA licensing highly preferred

#LI-AM1

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Pay Transparency

Salary Range:  $150,000 - $200,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 90701