Leading consultancy is seeking a qualified investment expert (CFA/FIA/FFA) to make a real impact on increasing DC assets under management, maximise current relationships with clients and developing new ones.
In this unique opportunity, you’ll lead prospective clients or their consultants through the sales process including a business discovery initiative to ensure the delivery of the best solutions to support their needs.
You will also own the preparation of the wider DC Team for finals pitches, coaching their messaging, informing content and prioritizing their focus based on the prospects need.
From successful finals and through the contractual onboarding, you’ll live with the journey from prospect to client, ultimately handing over for a smooth transition of the prospect to the client relationship team.
With substantial experience in a sales, business development or consultant relations role, the successful candidate will have a proven track record in developing, managing and closing new business in a B2B environment.
A proven influencer, potentially from an investment consulting background, you will also have the drive and initiative to establish and nurture new DC relationships and to improve existing ones.
Take the next step on your career ladder and undertake this fantastic career opportunity.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.
Louis Manson, Managing Director
M : +44 (0)7595 023 983
T : +44 (0)20 7868 1900
E : email@example.com