Investment Sales Director (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Investment Sales Director (Fintech): Defining and executing the investment sales strategy to drive the adoption and growth of Investments with an accent on positioning, distribution, and evolution of investment solutions. Focus on identifying new adviser firm segments, unlocking cross-selling opportunities, and ensuring a joined-up approach to distribution across the business.
Location: Hybrid, minimum of 50% of working time per month in the Manchester office. An initial period will be full-time in the office.
Company
is one of the UK’s fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets.
What you will do
- Define and own the investment sales strategy across funds, MPS and Partnership MPS, aligned to ’s broader advised and platform ambitions.
- Lead, coach and develop Investment BDMs to operate as trusted, senior‑level partners to adviser firms.
- Work with the Strategic Partnership Director to identify, target and activate new adviser firm segments for investment solutions.
- Partner closely with the Platform Sales Director to identify and execute cross‑selling opportunities between platform and investment solutions.
- Play a significant role in defining the optimal investment product solution set, informed by adviser feedback, sales insight and market trends.
- Maintain oversight of sales activity, pipeline health, inflows and outflows, providing clear and insightful reporting to senior management.
Requirements
- Proven senior leadership experience in investment distribution, sales or strategic account management.
- Demonstrable success in building and executing sales strategies across funds and MPS propositions.
- Experience managing and developing high‑performing sales teams.
- Deep understanding of adviser business models, CIPs and investment governance.
- Strong knowledge of MPS, OEICs and partnership‑style investment solutions.
- Strategic thinking combined with practical execution capability.
Nice to have
- Diploma in Regulated Financial Planning (or Level 4 equivalent).
- IMC or equivalent investment qualification.
Culture & Benefits
- Starting holiday entitlement of 28 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme.
- A choice of pension schemes with matched contributions up to 8%.
- Free gym membership.
- Ongoing technical training and professional qualification support.
- Hybrid working model.
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