Regional Director (Asset Management)

TL;DR

Regional Director (Asset Management): Expanding and deepening relationships within the Greater London & Southeast financial adviser community with an accent on the promotion of investment strategies and client service. Focus on driving assets under management growth, providing technical investment consultancy, and mentoring client relationship teams.

Location: Hybrid, based in London. Must be able to travel frequently within the Greater London and Southeast region

Company

A global investment firm focused on capital markets research and fund management.

What you will do

• Grow revenues and assets under management (AUM) through the Dimensional product suite.
• Manage key client relationships in the Greater London and Southeast regions.
• Educate advisers on capital market research and its application to portfolio management.
• Lead and mentor the assigned client service team.
• Construct portfolio analysis presentations and train advisers on proprietary software.
• Represent the company at industry events and conferences.

Requirements

• Proven track record of sales success within Asset Management or Financial Services, specifically in the Greater London and Southeast area.
• Degree level or equivalent professional qualifications.
• Strong understanding of the London and Southeast adviser market.
• Ability to synthesize and communicate complex technical investment ideas effectively.
• Entrepreneurial mindset for achieving sales targets.
• High ethical standards and professional integrity.

Culture & Benefits

• Comprehensive benefits package.
• Educational initiatives for career development.
• Inclusive culture with equal opportunity employment policies.
• Professional environment focused on long-term growth and corporate history.