Head of US Consultant Relations

• Location One North Wacker Drive,Suite 4025,Chicago, IL, 60606,United States
• Employee Type FT Exempt

Contact information

• Name Human Resources
• Phone View phone number on click.appcast.io
• Email View email address on click.appcast.io

Description

Boyd Watterson offers a highly competitive total compensation package. Recently again named one of the top 99 employers in Northeast Ohio by NorthCoast 99 where our headquarters are located, our benefits include:

• Company Paid Life Insurance
• Health Savings Accounts
• Paid Time Off (PTO) and Holidays
• Work From Home Time

Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, infrastructure and equity products. We provide investment solutions to a broad range of institutional clients and to high-net-worth clients, mainly through intermediaries. Our investment strategies focus on stable income with a moderate risk profile.

Requirements

The Head of US Consultant Relations is responsible for leading engagement with the institutional investment consultant community and strengthening how consultant relationships translate into business growth. This role will lead an integrated consultant relations strategy focused on securing new ratings, maintaining and improving existing ratings, and converting consultant advocacy into funded opportunities. The successful candidate will bring a proactive, commercial, and collaborative mindset to shape consultant conversations earlier in the decision‑making process, create demand, and position the organization's investment capabilities more effectively in the market.

Major Duties and Responsibilities:

• Lead a team as a player‑coach while also maintaining individual coverage. Foster a culture of collaboration and transparency where information, ideas, market intelligence, and best practices are shared openly to maximize team effectiveness and client outcomes.
• Deep understanding of the institutional consultant marketplace, including manager research, ratings processes, OCIO platforms, client search activity, and relevant asset classes.
• Strong knowledge of how consultant research, ratings, and OCIO decision‑making influence asset flows and business opportunities.
• Ability to engage credibly with senior investment professionals on investment strategy, portfolio construction, risk, implementation, market trends, and client outcomes.
• Lead the consultant engagement strategy focused on securing new ratings, enhancing existing ratings, and commercializing consultant support into asset growth.
• Build and deepen relationships with investment consultants, OCIO providers, manager research teams, field consultants, and discretionary decision makers.
• Develop engagement strategies for priority consultant firms in partnership with investment teams, product strategy, sales, and client relations.
• Connect consultant advocacy, ratings progress, and relationship development to funded opportunities and business growth.
• Promote cross‑functional collaboration and transparency to ensure consultant insights and opportunities are broadly shared and acted upon.
• Maintain strong organizational discipline, judgment, follow‑through, and communication practices.

Education, Skills, Personal Characteristics and Work Experience Requirements:

• Bachelor's Degree required. Master's Degree and CFA/CAIA preferred.
• 10+ years of experience in consultant relations, institutional distribution, or a related asset management role, with strong relationships across the institutional consultant community.
• Strong understanding of the institutional investment consultant marketplace, including manager research, ratings processes, client search activity, and discretionary portfolio construction.
• Knowledge of capital markets and investment management.
• Ability to communicate effectively in person and through electronic communications.
• Ability to work both independently and in a collaborative work environment.
• Strong desires to meet personal and team goals.
• Ability to travel extensively to meet firm goals.