Consultant Relations Associate
Lazard is one of the world’s leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives — they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward — and for careers to take flight.
Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
Our Consultant Relations team is responsible partnering with Global, Multi-Regional and Local Institutional Investment Consultants. Our global team comprises 22 individuals who are organized regionally and service the unique requirements of the consultant community and help navigate our organization and investment offerings. As a valued member of our team, you’ll be responsible for supporting requests from institutional investment consultants, both ad hoc and regular quarterly communication, as it pertains to existing clients and new business opportunities.
We’ll trust you to:
- Work as part of a team within a defined geographical territory to help cultivate and manage relationships with Investment Consultants
- Ensure timely response to Investment Consultant inquiries and provide ongoing communication, including the compilation and distribution information on Lazard investment strategies
- Onboard new clients by coordinating account setup with internal and external investment, legal and operational contacts
- Populate and maintain Salesforce to assist external sales partners with territory management
- Assist with managing territory’s pipeline and new business development
- Contribute to the overall sales process by identifying opportunities to promote Lazard’s products and services through different digital, print and in-person marketing efforts
You’ll need to have:
- A passion for exploring and understanding the asset management industry
- A desire to work in a high-energy environment with dedication to excellence
- The ability to work as a great teammate, collaborate across businesses, and contribute individually
- One or more years of experience at an asset management or wealth management firm, Institutional client service experience is preferred
- A proven record of academic achievement, preferably with a concentration in Finance, Business Administration, or Marketing
- Strong quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and represent them in appropriate detail to an audience
- A self-starter mindset with strong attention to detail and follow-through
- A proven ability to multi-task
- Excellent writing/editing skills
- Strong verbal communications skills and comfort engaging all levels of firm management
- Series 7 & 66 are preferred, but not required. Once hired, Series 7, 66, and 31 must be obtained within 4 months
What we offer
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $80,000 – 100,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.
Does this sound like you?
Apply! We’ll get in touch on the next steps.
Inclusion at Lazard
Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.
Our appreciation of diversity’s strength is ingrained in our multicultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for 175 years.
The ongoing cultivation of an inclusive culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, ethnicity, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential, as well as our collective success.
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