The Role

Our Client, a leading UK Investment Manager, are looking for a Sales Support Specialist to work as part of the sales support team, providing proactive support and sales enablement on behalf of the UK Charities Distribution team. The candidate will work closely with the key stakeholders of both the Asset Management and Investment Management divisions, including the Head of Charities within Distribution, Investment/fund managers, marketing, operations and compliance teams, to help achieve the sales targets and business objectives.

Outcomes of the Role

• Work with the Private Client Business Development Directors to support the execution and review of the sales and distribution strategy

• Provide reactive and proactive sales intelligence reports and MI in support of sales activity and pipeline management, including management of the CRM (Salesforce)

• Oversee the organisation of client events and sales meetings to ensure Business Development Directors are maximising time with clients

• If required and as directed, proactively follow-up sales activities

• Work with key stakeholders to oversee/produce client reporting and collateral requirements, including client presentation material

• Act as the initial escalation point for client service and operational queries, utilising internal stakeholder teams for query resolution

• Maintain a high level of product knowledge and relevant market insight

• Ensure service is timely, output is of a high quality and risks and issues are mitigated through our service model

• Work with the Proposal team to oversee new business proposals and due diligence request

• Identify and undertake research on given topics, such as adviser data and competitor analysis

• Provide support and expert assistance with systems and processes including Salesforce and Seismic

Knowledge & Experience

• Detailed understanding of the products and services my client provide

• Strong time management and prioritisation skills.

• Ability to develop & maintain positive working relationships

• Strong communicator

• Systems competence – demonstrates competence in using company systems including Salesforce.

• Solid understanding of the regulatory environment in which we operate

• Understanding of the competitive environment in which we operate

• Experience working in a similar role in Financial Services/the wealth management industry

• Relevant industry qualification