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Director, Consultant Relations

Cohen and SteersNew York, NY

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Job Description

Job Title: Director, Consultant Relations

Department: North America Institutional Distribution

Reports To: EVP, Head of North America Institutional Distribution

FLSA Code: Exempt

Estimated Salary: $155,000 - $175,000

Job Summary:

Director position in the Institutional Sales business, responsible for all aspects of Consultant Relations to maintain/achieve strategy ratings, build relationships across research, field consultants, OCIO and other firm influencers, present investment strategies and ultimately raise capital through this critical institutional intermediary channel. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

  • Work in a collaborative manner alongside two Senior Vice Presidents, one other Director and one Associate Consultant Relations professional to effectively cover the global consultant universe; segmented by tiers, complexity and proclivity to partner with CNS
  • Directly manage approximately 30 Tier 2 and Tier 3 consultant firms and serve as second chair on 5-10 Tier 1 firms
  • Build and strengthen relationships across the consultant coverage with Research, Field Consultants, Capital Market teams, OCIO teams and other influencers
  • Achieve the highest recommendations/ratings across the firms covered and then monetize those ratings with searches, placements and other allocator activity initiated by the consultants
  • Promote Cohen & Steers investment strategies and value proposition through a high level of activity, meetings, conferences and other relationship building opportunities
  • Collaborate on coverage and opportunities with the Institutional Sales and Relationship Management teams to triangulate around mandate opportunities
  • Develop business plans, conduct regular strategy reviews and coordinate activity/tactics for each consulting firm in Director's coverage
  • Effectively partner with SVPs to go higher and deeper on larger AUA and OCIO Tier 1 firms

Minimum Requirements:

  • Bachelor's degree from an accredited college
  • 5+ years of related experience, with preference in Consultant Relations and/or Institutional distribution
  • Series 7 and Series 63 licenses preferred or ability to obtain within 6 months of hire
  • Willingness to travel for meetings
  • Skilled use of Excel, Word and PowerPoint
  • Excellent communication and writing skills
  • Must be able and willing to work in a collaborative and team-oriented environment
  • Able to prioritize and multi-task in deadline driven environment
  • Knowledge of broader investment market, with preference to real estate and real assets
  • Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.

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