VP, Head of Consultant Relations, Platform Development, Banks

• Lead, coach, and develop a team of institutional consultant sales, bank channel sales, and platform development professionals
• Set the integrated channel strategy, priorities, accountability, and execution standards
• Develop and execute an integrated U.S. distribution strategy across institutional consultants, banks, and investment platforms
• Establish business management practices including market segmentation, account prioritization, pipeline governance, metrics, resource allocation, and performance reviews
• Build and maintain senior-level relationships with consultant firms, banks, due diligence teams, home offices, platform gatekeepers, and other decision makers
• Direct engagement strategies for priority relationships with coordinated coverage, account plans, messaging, and follow-through
• Translate client, consultant, and platform insights into recommendations for investment strategy, products, vehicles, pricing, marketing, sales enablement, and service delivery
• Partner with U.S. distribution teams and investment professionals to align channel strategies and convert ratings, approvals, and placements into sales opportunities
• Represent the firm in senior-level client meetings, due diligence reviews, industry conferences, and strategic negotiations
• Foster teamwork, exceptional client service, prudent risk management, and compliance

Requirements

• Deep knowledge of institutional consultant, bank, and platform distribution models
• Proven ability to lead experienced sales and business development professionals
• Demonstrated success converting channel insights and senior relationships into ratings, approvals, placements, qualified pipeline, asset growth, revenue, and retention
• Exceptional written, verbal, presentation, and negotiation skills
• Ability to lead through influence across investment, product, marketing, legal, compliance, operations, client service, and distribution teams
• A minimum of 15 years of relevant investment management distribution experience
• Significant people-management experience leading senior sales, relationship management, or business development professionals across multiple channels or client segments
• Demonstrated success setting strategy and delivering measurable asset, revenue, ratings, approval, placement, and retention outcomes
• Experience influencing senior decision makers and peers throughout a complex asset management organization
• Established network across institutional consulting firms, banks, research and due diligence organizations, and strategic investment platforms
• Broad investment knowledge across multiple asset classes, products, and vehicles
• Bachelor’s degree required
• Series 24 required or attainment within 120 days of hire date
• Strong intellectual capacity and curiosity
• Passion for the industry
• Entrepreneurial, energetic and enthusiastic
• Driven and accountable to deliver outcomes
• Established credibility with institutional consultants, bank executives, platform decision makers, and peers throughout the investment management industry
• High personal and professional standards
• Unassailable integrity and ethics
• Significant travel required

Core Competencies

Demonstrates extensive experience in leading and developing sales teams within the investment management distribution sector, with a strong focus on building senior-level relationships and executing integrated channel strategies. Proven ability to translate insights into actionable investment strategies and drive measurable outcomes in asset growth and client retention.

Highest-signal resume keywords

• Institutional Consultant Distribution Models
• Sales Team Leadership
• Strategic Relationship Management
• Investment Management Experience
• Series 24 Certification

Hard Skills

• Investment Strategy Development
• Market Segmentation
• Pipeline Governance
• Performance Metrics
• Account Prioritization
• Sales Enablement
• Asset Growth
• Revenue Generation
• Client Service Delivery
• Risk Management

Soft Skills

• Exceptional Communication Skills
• Negotiation Skills
• Influential Leadership
• Teamwork
• Accountability

Certifications & Qualifications

• Bachelor's Degree
• Series 24

Industry Keywords

• Investment Management
• Institutional Consulting
• Bank Channel Sales
• Platform Development
• Due Diligence
• Client Relationship Management
• Asset Classes
• Investment Products
• Strategic Negotiations
• Compliance