Associate Director, Consultant Relations

Job Summary

The Associate Director, Consultant Relations, plays a pivotal role in supporting sales and relationship development within the North American institutional client channel. This position partners closely with Managing Directors to drive capital raising initiatives across public and private market investment products, while actively engaging with research analysts, field consultants, and institutional investors. The role also encompasses database management, conference and event coordination, and cross‑functional collaboration with marketing, compliance, and portfolio management teams to ensure seamless execution and outstanding client outcomes.

• External Search Platforms:
  Proactively leverage external databases to identify new leads, manage territory strategy, and conduct industry research. Maintain expertise in industry databases to uncover and evaluate client marketplace opportunities.
• Consultant Databases:
  Ensure firm and strategy data are accurately maintained in consultant databases; lead significant database updates as required and coordinate with internal stakeholders.
• Prospecting:
  Support the development of new relationships and identify business opportunities for Manulife Investment Management’s public and private market institutional products, including public equity, fixed income, real assets, private equity, and private credit.

• Requests:
  Monitor, track, and submit quarterly and ad hoc requests from consultants (RFI/DDQ/RFPs), coordinating with portfolio management for specific information needs.
• CRM:
  Assist with Salesforce reporting and collaborate on new initiatives and system enhancements. Generate reports for senior management detailing consultant relations activities, progress, and strategic goals.

• Product Knowledge:
  Maintain familiarity with direct institutional channels, including public plans, large corporate retirement plans, endowments & foundations, insurance, and sub‑advisory. Stay informed on investment portfolio performance and competitive positioning, with the ability to present insights as opportunities arise.
• Marketplace Knowledge:
  Demonstrate a strong understanding of the North American investment consultant landscape.
• KPIs:
  Oversee business channel knowledge, monitor key performance indicators (KPIs), and track new business pipeline and progress against plan.

• Conferences & Industry Events:
  Serve as the primary contact for consultant relations conference management, including tracking, organization, preparation, and attendee coordination. Manage speaker requests, deliverables, and marketing materials.
• Field Meetings:
  Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and arrangements are in place.
• Onsite & Due Diligence Meetings:
  Host client onsite visits and due diligence meetings, aligning senior leadership and relevant departments for optimal outcomes.
• Coverage:
  Attend industry conferences and meetings as needed, representing the brand and expanding the consultant relations network. Build relationships with consultants and gradually assume responsibility for select consultant firms. Prepare and deliver investment updates to consultants, research analysts, and institutional investors.

* Occasional travel required (less than 10%).

• Distribution:
  Ensure alignment and coordination between the consultant relations team and sales/relationship management teams on outreach initiatives, including roadshows and conferences.
• Marketing:
  Collaborate with marketing to execute initiatives such as newsletters, webinars, invitations, and social media posts, while communicating consultant relations priorities.
• Cross‑Functional
  
  Collaboration:
  
  Provide functional and technical guidance to internal teams, including portfolio management, compliance, and other departments that impact client outcomes and experiences.

• Pursue ongoing professional development, including additional financial industry licenses, certifications, and relevant coursework.