Our business is developing in exciting new ways and at the forefront of these is our effort to support more clients in specialist areas of their asset portfolio (eg, equity, multi-asset, liquid alternatives, private markets, credit and secure income). Our large team of investment professionals, spanning capital markets, portfolio management and investment research creates a unique platform from which to continue to grow our business in specialist areas. The team responsible for this part of our business is the Specialist Portfolio Solutions or SPS team, within our delegated business. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing clients.
This role provides the candidate with an opportunity to join SPS, a growing part of the business, as a Senior Portfolio Specialist. The successful candidate will form a core component of the UK team responsible for growing our client base in a market at the heart of the business.
Specific responsibilities will include:
Sales strategy and execution
Develop and execute our go-to-market strategy for the UK external channel (ie, non-Investment advisory clients, non-Retirement clients)
Lead Generation - work with the broader SPS distribution team and EMEA BD team to identify, target and approach prospects; leverage and navigate internal networks (RET, CRD etc) as appropriate
Develop sufficient subject matter expertise across our solutions to lead prospect meetings, including finalist pitches, to generate interest in our solution
Deliver to a sales plan for the UK external channel
Work with portfolio specialists to ensure that impactful and persuasive presentations and other sales material for prospects are prepared
Ensure that prospect meetings and pitches are properly rehearsed
Oversee collation and analysis of relevant pipeline Management Information
Support go-to market strategy in our solutions
Work with SPS solution teams to assess market opportunities for their solution within the UK
Align solution-specific market positioning and messaging to the UK market
Develop a keen understanding of the competitive dynamics for our solutions in UK and propose changes to the solution as necessary to maintain our edge
Relevant experience, preferably in a distribution role within an asset management environment
CFA or other similar professional qualification advantageous
Self-starter who is adaptive, fast-learning, responsive, reliable, well-organized and hungry
Track record of leading / executing successful complex investment sales pursuits, ideally involving alternative assets
Display of broad business development skills, including presentation/pitching skills, client/colleague empathy and urgency
Team player with demonstrated aptitude at forging strong industry and internal partnerships
Strong communication skills, ability to develop relationships and present persuasively
Highly organised individual able to deliver timely and accurate work, often at short notice.
Conduct Risk: To put the interests of clients and the integrity of the market at the heart of the way you do business
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