POSITION TITLE: Consultant Relations Manager
DEPARTMENT: Global Consultant Relations
- POSITION SPECIFICATIONS:
- Bachelor degree required; business related field preferred; Master's degree, CFA, CAIA or MBA preferred
- 10+ years of experience in the financial services industry required; experience with institutional consulting firms preferred
- Deep and broad investment knowledge
- In-depth knowledge of the institutional market
- In-depth knowledge of the consulting firm landscape
- Significant and deep relationships with target consulting firms
- Familiarity with Salesforce, Microsoft Excel and Word, Artificial Intelligence platforms, and investment databases
- Must possess/obtain FINRA Series 7 and 66 immediately
MAJOR DUTIES:
- Develop and execute strategic relationship plans for key institutional consulting firms to enhance firm visibility, strengthen partnerships, and secure approved-list status for priority investment capabilities.
- Build and maintain strong relationships with research analysts, field consultants, portfolio managers, practice leaders, and other key decision-makers across consultant organizations.
- Lead consultant research efforts, including due diligence, presentations, and ongoing engagement activities designed to achieve and maintain favorable research ratings and recommendations.
- Partner with Institutional Business Development teams to identify, pursue, and support new business opportunities, including consultant searches, RFPs, pricing discussions, and finalist presentations.
- Drive growth within delegated consulting and OCIO channels by expanding approved strategies into consultant-managed investment programs and asset allocation opportunities.
- Coordinate closely with investment management, product management, marketing, and sales teams to deliver a consistent consultant engagement strategy and facilitate meaningful interactions with key stakeholders.
- Serve as a trusted resource to consulting firms by providing timely updates on investment performance, market insights, product developments, organizational changes, and other relevant information.
- Prepare and deliver customized presentations, reports, due diligence materials, and other client-facing content to support consultant evaluation and decision-making processes.
- Monitor industry trends, consultant activity, and competitive developments, and provide actionable insights and recommendations to senior leadership.
HOURS/LOCATION:
- 8:30 a.m. - 5:00 p.m. (overtime as required)
- Remote Field Office - Denver, CO or western United States
- Irregular hours and heavy travel schedule required
EXPLANATORY COMMENTS:
- Strong client relations, presentation, and organizational skills
- Exceptional oral and written communication skills
- Effective interpersonal skills with clients, coworkers and vendors
- Sound decision making, balancing all factors
- Attention to detail
- Will be required to sign an Employment Agreement
- Must possess/maintain a valid driver's license
- COMMENCEMENT DATE: 10/20/2026
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm's equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices or beliefs of applicants and employees, as well as for mental health or physical disability needs.
To review Federated Hermes' California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.