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Consultant Relations Associate

Job Description

Consultant Relations Associate

Asset Management

Wilmington Trust

Wilmington, DE


FUNCTION:

The WISD Consultant Relations Associate plays a major role in the strategic positioning of qualitative and quantitative information of the Firm’s proprietary products and strategies via databases, DDQs, etc. in support of the Firm’s growth initiatives to reach consultants, institutions, RIAs, broker-dealers, and family offices.


This position will be responsible for providing an advanced level of support to their unit (dept) working across several simultaneous projects/programs by developing new reports and dashboards, expanding on existing metrics, as well as presenting recommendations for data improvement. Represent unit (dept) in cross functional, high visibility projects involving business partners outside of the department. Responsible for streamlining ongoing activities


POSITION RESPONSIBILITIES:

Database Management

The Consultant Relations Associate will be responsible for populating, updating, and maintaining all quantitative and qualitative information for databases. Responsibilities include performing regularly scheduled data updates – performance, characteristics, and holdings along with Firm and product narratives.


Manage relationship between vendor and Firm.


Database Accuracy: The Associate will regularly liaise with investment writers, portfolio specialists and investment professionals where appropriate. They will also work with product team, content managers, marketing, legal and compliance to ensure consistent information is communicated across databases.


Distribution Support: Collaborates with external distribution team to manage information requests from consultants, institutions, and financial intermediaries. This may involve direct contact with external prospects and clients. Included may be reports, research, or other materials to meet their needs and further deepen the relationship. Will liaise with external distribution team and may interact with prospects and clients directly to ensure that the inquiry is addressed in a professional/timely manner.


Requests for Proposals: The Associate will work with the RFP team to respond to DDQs/RFP’s/RFI’s related to the consultants databases.


Proactively create and update generic DDQs: Interact with sales teams, relationship managers, investment advisors, product managers, performance team, subject matter experts, senior management to support AUM growth


Interact with legal & compliance to ensure full compliance with all related laws and regulations


Interact with marketing to ensure consistent messaging and brand delivery across WISD


Maintain ownership of all assigned projects


Ensure internal reporting is complete and accurate for deal flow


Utilize internal and external systems to research new business opportunities


May be involved in projects related to strategic initiatives of the Firm


Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite; design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis; identify risk-related issues needing escalation to management


Promote an environment that supports diversity and reflects the M&T Bank brand


Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable


Complete other related duties as assigned 

NATURE AND SCOPE:The WISD Consultant Relations Associate plays a major role in support of AUM growth of the Firm’s proprietary products and strategies.  

MANAGERIAL/SUPERVISORY RESPONSIBILITY:N/A MINIMUM QUALIFICATIONS REQUIRED:

Bachelor’s degree and a minimum of 3 years related business line experience or in lieu of a combined minimum of 7 years higher education and/or work experience.

High quality standards, meticulous attention to detail, ability to multi-task and strict adherence to deadlines

Experience with quantitative data

Knowledge of investments and portfolio management

Superior communication skills, both written and oral

Excellent negotiation skills

Proficiency with Microsoft Office suite

Highly flexible and adaptive to change

Ability to work well in a team-oriented environment

Self-starter with ability to recognize and implement new initiatives when needed

Experience interfacing with sales and client service professionals

Professional presence

 IDEAL QUALIFICATIONS PREFERRED:

A solid understanding of investment management products and services

Consultant database experience: eVestment, Wilshire, Callan, Mercer, etc.

Excellent verbal communication skills

Excellent project and time management skills

Strong interpersonal skills and ability to interact professionally with all levels of management

Ability to work effectively in a deadline driven environment

Proposal writing experience

Financial services background

Excellent PC skills, with proficiency in software programs utilized by the department (Word, Excel, PowerPoint, Adobe plus any noted industry software)

Demonstrated ability to create presentations and other sales proposal materials that pointedly respond to identified client needs

 Staffing
None

None

We encourage candidates with relevant military experience to apply.

About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. 


#LI-LP1


None

Job Posting:  Oct 19, 2018, 9:08:35 AM
Unposting Date:  Ongoing

Job Requirements

 

Job Snapshot

Location US-DE-Wilmington
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Consultant
Apply

Company Overview

M&T Bank

M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, M&T Bank provides banking, investment, insurance and mortgage financial services to consumer, business and government clients. Learn More

Contact Information

US-DE-Wilmington
Snapshot
M&T Bank
Company:
US-DE-Wilmington
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Consultant
Store Type:

Job Description

Consultant Relations Associate

Asset Management

Wilmington Trust

Wilmington, DE


FUNCTION:

The WISD Consultant Relations Associate plays a major role in the strategic positioning of qualitative and quantitative information of the Firm’s proprietary products and strategies via databases, DDQs, etc. in support of the Firm’s growth initiatives to reach consultants, institutions, RIAs, broker-dealers, and family offices.


This position will be responsible for providing an advanced level of support to their unit (dept) working across several simultaneous projects/programs by developing new reports and dashboards, expanding on existing metrics, as well as presenting recommendations for data improvement. Represent unit (dept) in cross functional, high visibility projects involving business partners outside of the department. Responsible for streamlining ongoing activities


POSITION RESPONSIBILITIES:

Database Management

The Consultant Relations Associate will be responsible for populating, updating, and maintaining all quantitative and qualitative information for databases. Responsibilities include performing regularly scheduled data updates – performance, characteristics, and holdings along with Firm and product narratives.


Manage relationship between vendor and Firm.


Database Accuracy: The Associate will regularly liaise with investment writers, portfolio specialists and investment professionals where appropriate. They will also work with product team, content managers, marketing, legal and compliance to ensure consistent information is communicated across databases.


Distribution Support: Collaborates with external distribution team to manage information requests from consultants, institutions, and financial intermediaries. This may involve direct contact with external prospects and clients. Included may be reports, research, or other materials to meet their needs and further deepen the relationship. Will liaise with external distribution team and may interact with prospects and clients directly to ensure that the inquiry is addressed in a professional/timely manner.


Requests for Proposals: The Associate will work with the RFP team to respond to DDQs/RFP’s/RFI’s related to the consultants databases.


Proactively create and update generic DDQs: Interact with sales teams, relationship managers, investment advisors, product managers, performance team, subject matter experts, senior management to support AUM growth


Interact with legal & compliance to ensure full compliance with all related laws and regulations


Interact with marketing to ensure consistent messaging and brand delivery across WISD


Maintain ownership of all assigned projects


Ensure internal reporting is complete and accurate for deal flow


Utilize internal and external systems to research new business opportunities


May be involved in projects related to strategic initiatives of the Firm


Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite; design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis; identify risk-related issues needing escalation to management


Promote an environment that supports diversity and reflects the M&T Bank brand


Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable


Complete other related duties as assigned 

NATURE AND SCOPE:The WISD Consultant Relations Associate plays a major role in support of AUM growth of the Firm’s proprietary products and strategies.  

MANAGERIAL/SUPERVISORY RESPONSIBILITY:N/A MINIMUM QUALIFICATIONS REQUIRED:

Bachelor’s degree and a minimum of 3 years related business line experience or in lieu of a combined minimum of 7 years higher education and/or work experience.

High quality standards, meticulous attention to detail, ability to multi-task and strict adherence to deadlines

Experience with quantitative data

Knowledge of investments and portfolio management

Superior communication skills, both written and oral

Excellent negotiation skills

Proficiency with Microsoft Office suite

Highly flexible and adaptive to change

Ability to work well in a team-oriented environment

Self-starter with ability to recognize and implement new initiatives when needed

Experience interfacing with sales and client service professionals

Professional presence

 IDEAL QUALIFICATIONS PREFERRED:

A solid understanding of investment management products and services

Consultant database experience: eVestment, Wilshire, Callan, Mercer, etc.

Excellent verbal communication skills

Excellent project and time management skills

Strong interpersonal skills and ability to interact professionally with all levels of management

Ability to work effectively in a deadline driven environment

Proposal writing experience

Financial services background

Excellent PC skills, with proficiency in software programs utilized by the department (Word, Excel, PowerPoint, Adobe plus any noted industry software)

Demonstrated ability to create presentations and other sales proposal materials that pointedly respond to identified client needs

 Staffing
None

None

We encourage candidates with relevant military experience to apply.

About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. 


#LI-LP1


None

Job Posting:  Oct 19, 2018, 9:08:35 AM
Unposting Date:  Ongoing

Job Requirements

 
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