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Investment Consultant Relations Jobs (NOW HIRING)

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to ...

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to ...

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to ...

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to ...

Associate, Consultant Relations

San Francisco, CA · On-site

$47K - $58K/yr

BlackRock is a global leader in investment management, risk management and advisory services for ... Global Consultant Relations ("GCR") is responsible for driving new business through relationships ...

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Investment Consultant Relations information

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$36.5K

$84.3K

$116.5K

How much do investment consultant relations jobs pay per year?

As of Aug 15, 2026, the average yearly pay for investment consultant relations in the United States is $84,250.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $100,000.00 per year, depending on experience, location, and employer.

How does an investment consultant relations professional typically collaborate with internal teams and external clients?

As an Investment Consultant Relations professional, you serve as a key liaison between your firm and external investment consultants, ensuring clear and consistent communication of your firm's investment strategies, performance, and value proposition. Internally, you work closely with portfolio managers, product specialists, and client service teams to gather relevant information and coordinate responses to consultant inquiries and due diligence requests. Externally, you build and maintain strong relationships with consultants, facilitating meetings, presentations, and ongoing updates. This collaborative environment requires excellent communication skills, adaptability, and a strong understanding of both your firm's offerings and the consultant community's needs.

What are the key skills and qualifications needed to thrive as an investment consultant relations professional, and why are they important?

To thrive as an Investment Consultant Relations professional, you need a solid understanding of investment products, market trends, and relationship management, typically supported by a finance-related degree and experience in institutional sales or client service. Familiarity with CRM systems, financial modeling tools, and often certifications like the CFA or CAIA are highly valued. Excellent interpersonal, presentation, and negotiation skills help build trust with consultants and clients. These abilities are crucial for effectively representing investment offerings, fostering long-term partnerships, and driving business growth.

What is an investment consultant relations professional?

Investment Consultant Relations refers to professionals who manage and cultivate relationships between investment management firms and investment consultants. Their primary role is to communicate a firm's investment strategies, performance, and value proposition to consultants who advise institutional clients such as pension funds, endowments, and foundations. By providing timely information and support, they help ensure that their firm's products are considered for client portfolios. This role often requires strong communication, analytical, and relationship-building skills to effectively represent the firm and address consultants' needs.

What is the difference between Investment Consultant Relations vs Investment Analyst?

AspectInvestment Consultant RelationsInvestment Analyst
Required CredentialsTypically requires a CFA, Series 7/63, or similar certificationsOften requires a CFA, MBA, or related finance degree
Work EnvironmentClient-facing, involving communication with consultants and investorsResearch-focused, analyzing market data and investment opportunities
Employer & Industry UsageUsed by asset managers, investment firms, and financial servicesCommon in asset management, hedge funds, and investment banks

Investment Consultant Relations professionals primarily focus on building relationships with investment consultants and clients, providing product information, and supporting sales efforts. In contrast, Investment Analysts analyze financial data and market trends to inform investment decisions. While both roles require strong financial knowledge and certifications like the CFA, their daily tasks and interactions differ significantly.

More about Investment Consultant Relations jobs

What cities are hiring for Investment Consultant Relations jobs?

Cities with the most Investment Consultant Relations job openings:

What states have the most Investment Consultant Relations jobs?

States with the most job openings for Investment Consultant Relations jobs include:

What job categories do people searching Investment Consultant Relations jobs look for?

The top searched job categories for Investment Consultant Relations jobs are:

Infographic showing various Investment Consultant Relations job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $84,250 per year, or $40.5 per hour.

Head of US Consultant Relations

Allspring Global Investments Holdings, LLC

Charlotte, NC • On-site

$300K - $500K/yr

Full-time

Posted 22 days ago


Job description

Allspring is seeking a senior US Consultant Relations leader to lead and evolve our engagement model with the institutional investment consultant community. This player-coach role will manage a team of consultant relations professionals while also directly owning strategic firm coverage. The role will focus on securing new ratings, defending and maintaining existing ratings, and commercializing consultant support into funded opportunities, with a particular emphasis on OCIO platforms and discretionary assets.

The successful candidate will help move Allspring from a primarily regional consultant coverage model to a more integrated approach that blends firm-tiering, regional engagement, and specialized coverage across research, OCIO, and field consultant channels. This leader will bring a proactive, commercial, and creative mindset that helps the team move beyond responding to searches already in market and toward creating demand, shaping consultant conversations, and positioning Allspring earlier in the decision-making process.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.  

Location(s): Charlotte, NC


Leadership

  • Lead and evolve Allspring’s Consultant Relations team, setting strategy, priorities, and execution standards across consultant research, OCIO, and field consultant engagement.
  • Build and develop a high-performing team while directly managing strategic consultant relationships and firm coverage.
  • Foster a culture of collaboration and transparency where information, ideas, market intelligence, and best practices are shared openly to maximize team effectiveness and client outcomes.
  • Drive an integrated coverage model that combines firm-tiering, regional engagement, and specialized consultant channels.
  • Foster a proactive, commercially minded culture that shapes consultant conversations and positions Allspring earlier in the decision-making process.
  • Drive accountability for ratings progress, relationship development, pipeline growth, and business outcomes.

 

Knowledge

  • Deep understanding of the institutional consultant marketplace, including manager research, ratings processes, OCIO platforms, client search activity, and discretionary portfolio construction.
  • Strong knowledge of how consultant research, ratings, and OCIO decision-making influence asset flows and business opportunities.
  • Ability to engage credibly with senior investment professionals on investment strategy, portfolio construction, risk, implementation, market trends, and client outcomes.
  • Provide thought leadership and market intelligence on consultant, OCIO, and industry trends.

 

Sales & Consulting

  • Lead Allspring’s consultant engagement strategy focused on securing new ratings, enhancing existing ratings, and commercializing consultant support into asset growth.
  • Build and deepen relationships with investment consultants, OCIO providers, manager research teams, field consultants, and discretionary decision-makers.
  • Develop engagement strategies for priority consultant firms in partnership with investment teams, product strategy, sales, and client relations.
  • Advance Allspring’s OCIO strategy by increasing engagement with discretionary asset allocators and portfolio decision-makers.
  • Connect consultant advocacy, ratings progress, and relationship development to funded opportunities and business growth.

 

Intelligent Distribution

  • Utilize consultant segmentation, firm-tiering, and market intelligence to prioritize resources and maximize business opportunities.
  • Leverage data, consultant insights, and ratings activity to identify areas of growth and strengthen strategic relationships.
  • Position Allspring’s investment capabilities within consultant research, asset allocation, and portfolio construction frameworks.
  • Translate consultant and OCIO trends into actionable insights for distribution, investment, and product teams.

 

Business Management

  • Establish clear priorities, execution standards, and operating processes across consultant research, OCIO, and field engagement activities.
  • Promote cross-functional collaboration and transparency across investment teams, product strategy, sales, marketing, client service, and leadership to ensure consultant insights and opportunities are broadly shared and acted upon.
  • Drive disciplined execution across multiple consultant firms, strategies, and internal stakeholders.
  • Maintain strong organizational discipline, judgment, follow-through, and communication practices.
  • Monitor and manage progress against key objectives, including ratings, relationship development, consultant advocacy, and asset growth.
  • Compliance and legal adherence

Required Qualifications

  • 10+ years of experience in consultant relations, institutional distribution, OCIO coverage, or a related asset management role, with strong relationships across the institutional consultant community.
  • Strong understanding of the institutional investment consultant marketplace, including manager research, ratings processes, client search activity, OCIO platforms, and discretionary portfolio construction.
  • BA/BS Required
  • Series 24/7/63
  • Remain in stationary position for prolonged periods of time

  • Operate computer programs and software

  • Ability to communicate effectively with audiences in person and in electronic formats

  • Day-to-day contact with others (co-workers and/or public)

  • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

  • CFA Charterholder
  • CIMA, CAIA, etc.

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.


Base Pay Range: $250,000 - $300,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

#LI-Hybrid

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We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status