Vice President, Investment Consultant Relations

The Vice President, Investment Consultant Relations role will contribute to the continued growth and delivery of Barclays Private Bank’s investment consultant strategy across the UK and Crown Dependencies.

This is an externally focused role combining investment consultant relationship management, business development, and investment expertise. The role holder will work closely with senior members of the Consultant Relations team to deepen existing consultant relationships, proactively develop new relationships, and identify opportunities to grow consultant-led business.

Key Accountabilities

Consultant Relations & Business Development:

• Build, maintain and deepen relationships with investment consultants across the UK and Crown Dependencies, strengthening Barclays Private Bank’s presence within the consultant community.
• Maintain proactive and regular engagement with existing consultant relationships, ensuring Barclays remains well positioned for future recommendations and client opportunities.
• Proactively identify and develop new consultant relationships, increasing awareness and understanding of Barclays’ investment capabilities and broader Private Bank proposition.
• Identify consultant-led business opportunities and work closely with senior team members and internal stakeholders to progress opportunities and contribute to their conversion.
• Develop a strong understanding of consultant firms, their clients, investment priorities, operating models, and decision-making processes to support effective relationship planning.
• Represent Barclays confidently in consultant meetings, presentations, events, and other external engagements.
• Monitor developments within the investment consultant and asset management landscape, including changing consultant priorities and competitor activity, and share relevant insights internally.

Investment & Proposition Expertise:

• Develop and maintain a strong understanding of Barclays Private Bank’s investment capabilities across discretionary portfolio management, multi-asset strategies, fixed income, equities, alternatives, and private markets.
• Apply a strong understanding of financial markets, portfolio construction and macroeconomic developments to consultant discussions and business development activity.
• Work closely with investment specialists to communicate Barclays’ investment philosophy, capabilities, and proposition clearly and credibly to consultants.
• Translate complex investment information into clear and commercially relevant messages for external stakeholders.
• Act as a conduit between investment consultants and internal teams, ensuring consultant feedback, market intelligence and emerging requirements are appropriately shared and actioned.

Commercial Management & Consultant Engagement:

• Produce and maintain high-quality management information covering consultant activity, relationship development, business opportunities, and pipeline progression.
• Provide clear reporting and insights to senior leadership and relevant stakeholders across the Private Bank.
• Manage consultant communications, ensuring timely and relevant updates on investment capabilities, market developments, thought leadership, and proposition enhancements.
• Plan and deliver consultant events, briefings, and other engagement activities, working closely with internal stakeholders and external partners.
• Prepare high-quality presentations, briefing materials and meeting content for consultant engagements, governance forums, and senior stakeholder discussions.
• Contribute to RFPs, DDQs and consultant information requests, working with relevant subject-matter experts to deliver accurate and high-quality submissions.
• Manage multiple consultant relationships, opportunities and workstreams simultaneously, ensuring appropriate follow-up and delivery against deadlines.

Internal Partnership, Governance & Controls:

• Develop strong internal networks across Private Banking, Investments, Investment Advisory, Distribution, Compliance, and other key functions to support consultant opportunities and client acquisition.
• Bring together the appropriate investment and business expertise to support consultant meetings, proposals, and commercial opportunities.
• Share relevant consultant feedback and market intelligence internally to help inform relationship planning, proposition development, and business strategy.
• Take ownership of relevant governance, risk and control responsibilities associated with consultant engagement and business development activities.
• Ensure external engagement and associated processes are conducted in line with relevant Barclays policies and regulatory requirements.

Essential Skills:

• Strong investment knowledge across multi-asset, fixed income, equities, and alternative investment solutions, together with a sound understanding of portfolio construction and asset allocation.
• Strong understanding of global financial markets, macroeconomic trends and the factors influencing investment portfolios.
• Experience working with investment consultants, or relevant experience within institutional asset management, investment distribution, private banking, wealth management, or a comparable investment-led environment.
• Good understanding of the investment consultant landscape, including consultant operating models and decision-making processes.
• Strong sales, business development, and relationship management skills, with the ability to identify opportunities and contribute to commercial growth.
• Proactive approach to developing new relationships as well as deepening established relationships.
• Confidence and credibility when engaging with investment consultants, investment professionals and senior internal stakeholders.
• Experience contributing to RFPs, DDQs, pitches or other complex investment proposal processes.
• Excellent written communication and presentation skills, with the ability to communicate investment propositions clearly and effectively.