Job 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
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