Build and nurture strong relationships by leading the strategy for LMI-hosted events and bespoke partner engagements, supporting the Head of RM by aligning objectives, attendee strategy, and content to advance LMI's priorities and external market presence.

Provide strategic partnership and influence to LMI's Specialty Services team to ensure alignment across logistics, vendor management, and production execution.

Partner with investment teams and senior leadership to align engagement opportunities with enterprise and team-level objectives.

Translate engagements into outcomes by capturing key takeaways, measuring impact, and producing post-engagement insights that inform future planning.

Drive post-engagement conversion, coordinating with investment teams to track opportunities and follow-through and ensure outcomes are captured.

Develop a deep understanding of LMI's investment platform and represent LMI at select conferences and industry events to strengthen brand presence and cultivate relationships.

Own CRM-enabled engagement operations, including the firmwide engagement calendar, partner targeting/segmentation, and reporting, to ensure insights directly inform event strategy, sequencing, and follow-through.

Lead and develop a junior resource supporting CRM-enabled engagement operations, ensuring high-quality execution, analytical rigor, and consistent operational outcomes across engagement activities.

Minimum of 8 years of relevant experience in relationship management, investor relations, or strategic engagement within asset management or financial services.

Track record of designing and executing high-profile engagements such as multi-day forums and bespoke outings with measurable business impact.

Demonstrated project management skills; ability to balance multiple engagements simultaneously with precision and attention to detail.

Strong relationship management skills with the ability to develop and sustain senior-level external partnerships.

Excellent communication and executive presence; comfortable representing the firm externally and engaging with senior stakeholders.

Proven success in stakeholder management through cross-functional collaboration with investors, business enablement, and senior leadership.

Strategic thinker with creativity and resourcefulness; able to shape differentiated engagements that stand out in a competitive market.

Data orientation: experience leveraging CRM systems (preferably Deal Cloud or Salesforce) to drive targeting, engagement metrics, and reporting.

Bachelor's degree required.

Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards