Director, Consultant Relations
Eaton Vance 19 reviews - Seattle, WA

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Parametric is a leading asset management firm, headquartered in Seattle, Washington , providing global investment management services to institutional and individual investors around the world. Parametric offers a broad set of solutions − quantitative, rules-based approaches aimed at risk-managed outperformance, customized market capture strategies, and options/hedging strategies designed to tailor a portfolio’s risk/return profile.

Parametric is a majority-owned subsidiary of Eaton Vance Corp., one of the world’s most dynamic global asset management companies.

General Description

The primary role of the Director, Consultant Relations is to place Parametric in a position to significantly grow its business through the development of new relationships and the management and enhancement of existing investment consultant relationships within an assigned geography.

The location for this position may vary based on assigned geography.

Primary Responsibilities

Develop and maintain world-class relationships with research and field consultants at investment consulting firms within their assigned geographies.

Generate buy-ratings and effectively position the firm’s investment strategies and services.

Proactively identify business development opportunities within a consultant’s client roster and coordinate with relevant institutional sales and client service colleagues to target and close the opportunities.

Anticipate challenges and marshal the firm’s resources to defend the firm’s existing client mandates.

Keep investment consultants informed of important events related to Parametric’s investment strategies and effectively manage their expectations.

Ensure that consultant databases are up-to-date.

Channel competitive intelligence and market information to Parametric’s senior management and to the firm’s product management team.

Identify opportunities to enhance the consultant relationship through the introduction of relevant investment professionals, senior executives and timely thought capital.

Effectively and consistently document interaction with consultants in the firm’s CRM system

Maintain a thorough understanding of assigned investment consulting firms, including their business strategy and competitors, client roster, key decision-makers/influencers and their biases, manager selection process, and communication preferences.

Job Requirements

Bachelor’s degree. MBA and/or CFA preferred.

FINRA Series 3, 7 and 63 required.

Minimum of 10 years of related institutional consultant relations experience.

Must have excellent sales and influencing skills.

Demonstrate an understanding of overall investment strategy, in-depth product knowledge, and the ability to articulate and communicate both effectively with an investment consultant audience.

Strong communicator with exemplary interpersonal and writing skills as well as an attention to detail and accuracy.

Must possess thorough understanding of assigned investment consulting firms.

Knowledgeable of current market trends and the competitive landscape.

Strong problem-solver who demonstrates effective organization skills and follow-through.

Results-oriented with a bias for action.

Pragmatic and well-grounded while also exhibiting creativity and resourcefulness.

Collaborative in their interaction with colleagues across the firm regardless of function or level; a team player.

About this company
19 reviews
A veritable supermarket of investing, Eaton Vance offers more than 100 mutual funds and manages investments for retail, high-net-worth,...