Description

Business Development Exec / Strategic Partnerships / Asset Management / Investment Sales / Sales Support

The Company

A highly entrepreneurial asset management company that focus on impact investing.

The Role

• Responsible for due diligence and data requests for larger Strategic Partner clients

• Wider business development team due diligence requests

• Supporting Head of Strategic Partnerships and Senior SPM on larger SP account management

• Supporting Head of SP with Independent Review House due diligence requests and meetings

• Supporting execution-only SP account management

• Supporting with client events and paid engagement events

• Creating, updating and distributing sales compliance literature i.e. KIDs

• Lead liaison between internal teams i.e. finance and SP division

• Supporting Head of Strategic Partnerships in creation and distribution of communications to clients

• Supporting the creation of new content for Manager activity

• Supporting internal sales team training

• Presenting at sales team meetings

• Support for regional business development strategy meetings

• Providing comprehensive analytical support i.e. campaign/ sales data/ competitor/ consolidators/ ROI analysis - spotting trends, opportunities and risks

• Lead for salesforce management

• Attending SP manager activity and industry events as required

• Strong attention to detail

Skills / Experience

• 3 years+ office experience

• Tax-advantaged investment experience would be advantageous

• Previous sales / business development experience within financial services

• Strong analytical and administration skills

• Strong attention to detail

• Process driven

• Proficient using Excel/ Salesforce/ PowerPoint/ Teams skills