Assist in the design and evolution of the consultant relations function by capturing, consolidating, and maintaining proprietary data on consultant firms, key personnel, coverage assignments, and related investor activity
Help develop and execute strategic coverage plans for targeted consultant firms by conducting research, tracking deliverables, and ensuring timely completion of action items
Maintain and update the consultant pipeline, assisting with prioritization from both a consultant firm and strategy/product perspective
Support the expansion of consultant coverage by coordinating outreach, preparing presentation materials, and assisting efforts to strengthen relationships and achieve ratings that reflect investment performance
Track and compile data on the effectiveness of consultant relations efforts, preparing reports, metrics, and summaries for senior management review
Gather and organize market intelligence and product feedback from consultant interactions, supporting internal communication to business development and investment management teams to inform competitive analysis and product positioning
Ensure timely resolution of consultant inquiries by triaging requests, coordinating responses across internal teams, and proactively managing communications regarding firm updates, product changes, and portfolio developments
Maintain accurate and up-to-date consultant profile information in Salesforce, including contact details, firm structures, meeting notes, and engagement history
Prepare materials for consultant due diligence meetings, conferences, and events, including presentations, fact sheets, performance packages, RFPs, RFIs, and due diligence questionnaires
Coordinate with investment, RFP, marketing, compliance, and product teams to ensure consultant-facing materials are current, accurate, and aligned with consultant evaluation frameworks
Monitor consultant databases and rating platforms for updates to Guggenheim's profiles, flagging changes and coordinating updates with internal stakeholders
Requirements
Bachelor's degree in finance, economics, business management, marketing, communications, or other relevant disciplines
3-5 years of experience in a client relationship-oriented role within the investment industry
Highly proficient in Microsoft Office (Word, PowerPoint, and Excel)
Hands-on experience with CRM's
5 years of relevant working experience in fixed income, asset management, or private equity supporting relationship managers, sales executives, or product development
Strong investment and financial analytical capabilities and investment reporting experience
Experience of Salesforce a plus
Team player with positive attitude and proactive approach to work
Able to develop a strong internal/external network, to build relationships, and collaborate with professionals around the organization
Proactively seeks opportunities to get involved in more challenging projects
Excellent interpersonal, analytical, and creative problem-solving ability
Strong written and verbal communication skills including preparation and delivery of presentations
Self-motivated individual with a high level of attention to detail
We are not seeking agency assistance with this role.
We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.
Salary Range
Annual base salary between
$145,000.00-$150,000.00
Benefits
Equity / stock options
Additional Information
Position Summary
The Consultant Relations Associate supports Senior Relationship Managers, and Guggenheim's business development efforts more broadly, by assisting the cultivation and deepening of relationships with investment management consultants. Core day-to-day responsibilities include preparing briefing materials, coordinating follow-up actions, ensuring the timely resolution of consultant inquiries by engaging coordinating with internal teams, and maintaining all data the CRM system. This role is located in our Chicago office, full-time.
Guggenheiminvestment · Chicago, IL