Vice President, Consultant Relations

Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.

Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.

The Vice President, Consultant Relations & IR will be responsible for expanding and deepening Voleon’s institutional partnerships by managing key consultant relationships and direct investor accounts. Reporting to the Chief Commercial Officer, this individual will work closely with the firm’s senior commercial, portfolio strategy, and research professionals to advance Voleon’s growth across the institutional marketplace.

This role combines strategic consultant coverage with high-touch investor relationship management - building the firm’s presence among major investment consultants while ensuring best-in-class service to institutional clients and prospects. The successful candidate will bring intellectual agility, strong communication skills, and a disciplined, collaborative approach to relationship management.

This position may be based in Berkeley, the Tri-State area, or Boston

Responsibilities

Consultant Relations

• Develop and maintain best-in-class relationships with research and field consultants across generalist and alternatives-focused consulting firms.

• Establish and strengthen Voleon’s position on consultant research platforms, buy lists, and databases; coordinate all submissions and due-diligence requests.

• Collaborate with internal stakeholders to ensure consistent, high-impact messaging for consultant audiences regarding Voleon’s quantitative and AI-driven strategies.

• Identify and pursue consultant-led business opportunities, coordinating closely with institutional sales colleagues to drive new mandates.

• Anticipate consultant needs, defend existing client mandates, and align internal resources to deliver timely information and insights.

• Maintain a thorough understanding of each assigned consulting firm’s client roster, business model, decision-makers, and evaluation processes.

• Record and communicate consultant interactions, coverage metrics, and market intelligence in the firm’s CRM.

Investor Relations & Business Development

• Independently build and strengthen existing Voleon investor relationships by providing outstanding partnership and service.

• Identify and pursue opportunities to grow existing investor relationships via cross-sell opportunities.

• Identify, qualify, nurture and close new institutional business with oversight and support from Voleon’s Managing Directors and Chief Commercial Officer.

• Work in partnership with the firm’s Portfolio Strategists and Research team to develop and enhance firm marketing collateral.

• Maintain a robust relationship management ecosystem - including but not limited to relationship coverage plans, sales pipelines, and strict CRM tracking processes.

• Partner with Portfolio Strategists and the Research team to deliver portfolio updates, performance reviews, and thought leadership.

Strategic Collaboration

• Partner closely with the Chief Commercial Officer and senior colleagues to execute the firm’s fundraising, consultant-coverage, and client-retention strategy.

• Contribute to the refinement of Voleon’s positioning and narrative for both consultant and institutional audiences.

• Participate in cross-functional initiatives that enhance the firm’s brand and reinforce its leadership in AI-based investing.

Requirements

• 7-15 years of experience in institutional marketing, consultant relations, or investor relations within an asset-management firm.

• Demonstrated success cultivating relationships with investment consultants and institutional investors, particularly in alternatives or quantitative strategies.

• Deep understanding of consultant research structures, manager-selection processes, and client influence models.

• Proven ability to coordinate across research, field consultant, and internal sales teams to advance mandate outcomes.

• Excellent written and verbal communication skills, intellectual curiosity, and ability to simplify complex investment concepts.

• Highly organized and proactive, with strong follow-through and disciplined CRM utilization.

• Bachelor’s degree required; advanced degree or CFA designation preferred.

• Ability to travel extensively, both domestically and internationally.

“Friends of Voleon” Candidate Referral Program

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program .

Equal Opportunity Employer

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

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