Consultant Relations Associate

T. Rowe Price International
London, United Kingdom
Jan 29, 2021
Feb 26, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives. We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job. If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

Within EMEA, the T. Rowe Price Global Consultant Relations Team leads the firm's relationships with the EMEA regional operations of global investment consulting firms, together with the domestic investment consultants in the UK. The team is responsible for all aspects of our relationship with consultants, including manager research, client-facing consultants and OCIO (fiduciary management) operations.

Institutional investment consultants play an important and influential role in EMEA, particularly in the UK institutional market, where they advise the majority of institutional clients. We work with these consultants to position T. Rowe Price's investment strategies - seeking to achieve and maintain positive (buy) ratings with a view to creating new business opportunities in order to grow and maintain our institutional client base.

This new role will support the EMEA Consultant Relations Team to maximise their ability to manage their consultant relationships effectively and efficiently. The London-based EMEA team is part of T. Rowe Price's Global Consultant Relations Team, with associates also located in Baltimore, Toronto, San Francisco, Singapore and Sydney.

The role is intended to allow the successful candidate to learn about T. Rowe Price's investment strategies and develop the skills, attributes and experience necessary to take direct responsibility for consultant relationships at some point in the future.

This position represents an opportunity to join a highly successful global team with an outstanding reputation amongst consultants, peers and colleagues. The Global Consultant Relations Team plays a pivotal role in our Distribution business. Whilst organized into regional sub-teams, this is a truly collaborative global team with a strong identity and we welcome the opportunity to add an individual that is keen to apply the experience they have acquired to date, develop new knowledge and skills and further develop their career.

Principal Responsibilities

Provide support for all EMEA Consultant Relationships
  • Support the development of our relationships with investment consultants and, over time, develop own network
  • Respond to ad-hoc consultant requests for data and information, working with a broad network of internal teams to source information
  • Maintain records in CRM system (Salesforce) of meeting notes, consultant-led business opportunities, client flows
  • Ensure that information is circulated to relevant internal parties ahead of meetings/engagements with investment consultants
  • Work with Presentation Team to produce customized/standard slides for manager research meetings
  • Create briefing notes for the Investment team ahead of Manager Research meetings
  • Participate in our meetings with consultants
  • Coordinate meeting follow-up / action points
  • Take ownership for regular digital communications to consultants - newsletters and sharing our insights
  • Help maintain contact and mailing lists
  • Work with Marketing to provide support for written marketing materials (brochures, awards submissions, market updates)
  • Take ownership for, and provide input to, consultant-generated RFP/RFIs. This will include building strong working partnerships with colleagues in our Institutional (and, where relevant, Intermediary) Relationship Management teams
  • Represent the firm at industry events (awards and conferences)
  • Build thorough understanding of investment strategies and establish strong relationships with investment teams
  • Develop detailed understanding of the applicable investment vehicle structures
  • Build relationships internally within Distribution and other relevant functions and departments
  • Some domestic and international travel will be required


  • Academic excellence
  • Minimum 3 years related experience ideally from an Investment Consultant/Asset Management background
  • IMC
  • CFA or other investment industry qualification, or part-qualification, desired but not essential
  • An ability to build a strong level of knowledge about the firm and strategies being represented, and the ability to articulate these
  • Keen interest in financial markets, investing and the institutional investment sector
  • Excellent interpersonal and relationship building skills
  • Ability to establish genuine, collaborative long-term relationships with internal and external clients, demonstrating high ethical standards in all interactions
  • Outstanding communication skills: regular email and phone correspondence is required, therefore a high level of effective written and spoken communication (internally and externally) is compulsory
  • Ability to comprehend and effectively adapt to new internal/external client information and situations
  • Extremely comfortable working in a team where information sharing and support of one another is essential
  • Driven to achieve firm and investment consultant priorities
  • Client-first attitude
  • Good commercial instincts
  • Strong attention to detail
  • Ability to multi-task and prioritise complicated projects under time pressure
  • Capacity to effectively manage and deliver on multiple tasks/projects, both strategic and tactical
  • Sound judgement, problem solving and excellent organisational and time management skills
  • European languages, in addition to English, is an advantage

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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