Sales Manager - Charities

Location: London, United Kingdom

Company

M&G provides asset management, insurance, savings, and investment solutions through its Asset Management and Life segments.

What you will do

• Research charity and endowment organisations, gather client insights, and identify new-business, cross-sell, and upsell opportunities.
• Develop allocated accounts and support Sales Directors with larger key accounts through virtual and in-person client engagement.
• Contribute to revenue targets, account growth, smaller opportunities, and sales pipeline conversion.
• Prepare pitch materials, meeting packs, follow-up notes, and information for client meetings, consultant discussions, due-diligence sessions, pitches, and roadshows.
• Maintain CRM records, track sales actions, support forecasting and reporting, and coordinate internal product, investment, operational, and compliance inputs.
• Support client servicing, retention, competitor intelligence, market research, and the development of investment proposition knowledge.

Requirements

• Growing confidence in relationship management across client segments, with an understanding of charity and endowment client characteristics and requirements.
• Developing knowledge of institutional investment markets, charity-sector priorities, investment decision-making, and distribution.
• Developing capability in new-business generation and revenue growth, with ambition and aptitude to progress to a Sales Director role.
• Working towards IMC or equivalent for Wholesale, or CFA, CAIA, or equivalent for Institutional.
• Strong verbal and written communication and presentation skills, including the ability to prepare high-quality client-ready materials.
• Ability to collaborate with investment, product, and marketing teams to support client propositions.
• Solid organisation, attention to detail, prioritisation, and task-management skills.
• Proficiency with CRM systems and disciplined pipeline and sales-activity tracking.
• Team-oriented, proactive, learning-oriented, adaptable approach in a fast-paced environment.

Culture & Benefits

• Flexible working arrangements and workplace adjustments are available.
• Pension scheme of up to 18%, including employer and employee contributions.
• Share Save, Share Incentive Plan, and financial wellbeing support.
• 38 days of annual leave including bank holidays, with the option to purchase five additional days, plus Time Off When You Need It.
• Paid parental leave and family support covering maternity, adoption, surrogacy, and paternity leave.
• Private healthcare, critical illness cover, and life assurance, with additional family options.

Hiring process

• Reasonable adjustments can be requested at any stage of the inclusive recruitment process.