Consultant Relations Associate

New York City, New York (US)
Salary plus bonus
09 Jun 2021
09 Jul 2021
Job Function
Institutional Sales
Industry Sector
Finance - General
Employment Type
Full Time

The Consultant Relations Associate is part of the Institutional Distribution team focusing on the consultant relations effort and collaborating across Distribution.  The Consultant Relations Associate will be responsible for supporting the Consultant Relations team in marketing Voya IM’s institutional investment management services. The Consultant Relations Associate will be involved in Fixed Income, Alternatives, Equities and Solutions-driven relationship development and generation of commercial success from consultants, and in so doing, he/she will gain in-depth knowledge of the institutional investment consultant market.


  • Provide support to the Consultant Relations team to cover marketing and distribution of Fixed Income, Alternatives, Equities and Solution-driven strategies
  • Organize and prepare for consultant meetings, calls, on-sites and Voya sponsored events
  • Coordinate with internal partners (e.g. RFP, CPM, Marketing, Product teams) to complete consultant requests and track appropriately
  • Lead coverage of select Tier 2 and 3 consulting firms with supplemental support for Tier 1 firms and sub-advisory
  • Identify and implement best practices on the team for utilization across all team members and regions
  • Serve as internal coordinator on larger relationships to ensure seamless communication externally
  • CRM Management
  • Collaborate with Regional Client Advisory teams

Who is our ideal candidate?

The ideal candidate is a dynamic, ambitious and entrepreneurial individual with broad institutional financial services/asset management experience, good relationship management, sales and networking skills and a strong desire to develop knowledge in the asset management business. Strong attention to detail and ability to multi-task are essential.  Experience within the institutional sales and consultant relations industry is preferred.


  • Undergraduate degree with 4+ years of work experience within the (institutional) asset management industry and preferably at a multi-strategy firm
  • Excellent interpersonal skills and effective teamwork skills
  • Excellent awareness of inter-departmental relationships
  • Strong project management, organizing, and planning skills
  • Strong analytical skills and a background in creative problem solving
  • Proven ability to work effectively in a deadline-driven environment
  • Specialist knowledge in Fixed Income, Alternatives, Equities and Solutions would be preferred
  • Superior written and verbal communication skills
  • Proficiency in MS Suite, Salesforce, Tableau and any institutional data analytics tools is a plus
  • License Series 7 and 63 are not a prerequisite but are required within 90 days of filling the position
  • Attainment of a CFA is an expectation for advancement
  • MBA and/or CAIA are a plus
  • Institutional sales or consultant relations market experience preferred
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