UK Wholesale - Director

Responsibilities

Business Development

• Develop and execute a tailored business plan to develop the businesses visibility and connectivity in the UK Wholesale market and develop and nurture distributor relationships to accelerate the businesses asset base in the UK
• Represent the businiess in the field, presenting a clear and concise narrative of the businesses heritage and expertise.
• Be able to demonstrate and provide expert product information to both existing and prospective clients
• Working with our CRM team, service and update our current and potential distribution partners on the businesses market and product updates, investment trends and themes
• Organize our own and 3rd party events such as Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc. in collaboration with the rest of the business development and marketing teams
• Maintain and develop the existing businesses distributor base and partners through a consultative and strategic approach, utilising key account management plans where appropriate, to establish long-term relationships and partnership opportunities
• Identify and contribute ideas new strategies for growth in collaboration with the Head of Country UK and the Business Development team
• Supporting the consolidation and expansion of the businesses market share and market positioning in the Wholesale segment
• Develop our footprint into key Institutional clients, who are increasingly entering and competing in the wholesale channel 
• Plan and conduct high level of sales activity, face to face and virtual, to activate and develop business relationships, employing a rolling 3 week diary and beyond
• Maintain Client Relationship Management tool with up-to-date client / prospect information and call / meeting activity notes
• Analysis of distributor transactions and reporting
• Provide continual feedback to the Head of Country and Management on market conditions, distributor and product requests, competitor information, operational or any other topic
• Collaborate with various departments in the course of business, such as Marketing, Product, Event, Web, Communication and Legal
• Represent the company corporate values at the highest level internally and externally, while applying a professional and ethical demeanor at all times

Candidate Profile

• Experienced investment product and financial market knowledge
• IMC essential, CAIA/CFA or equivalent preferred
• Prior experience as a sales person in the Asset Management industry, and in particular the Wholesale segment
• In-depth knowledge of the Wholesale market including all relevant segments and channels for mutual fund distribution
• Experience of Private Markets and Hedge funds desirable
• Experience of working with Global Financial Institutions and collaborating with European sales colleagues to service such accounts
• Proven success raising assets  
• Ability to interact with Senior Investment Professionals on a peer to peer basis
• Business Development Management skills and experience (ability to write and execute business plan, build campaigns, etc)
• Leadership skills, to work with and lead others that may not be direct reports (CRMs)
• Highly motivated and dynamic personality with the ability to strong self-motivation
• Pro-active attitude and outgoing and transparent character with a business oriented mind-set
• Thirst to learn and develop knowledge of markets and the current thinking of the businesses Portfolio managers and able to work autonomously
• Must be a team player and work well with corresponding local team and members of the wider organization
• Excellent oral and written communication and presentation skills
• Computer proficiency
• The role will require travelling from time to time, especially to the Channel Islands