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Head of Internal Investment Sales

  • City of London, London
  • Permanent
  • Market Leading Package

Job details.

Head of Internal Investment Sales

We are currently seeking to recruit for a Head of Internal Investment Sales, to join a leading Asset Management organisation in London.
 

Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back to 1990, this business has built a strong reputation for its innovative and client-centric approach to investment management.

The company prides itself on its commitment to providing tailored investment solutions that align with the financial goals and risk profiles of its clients. Its team of experienced professionals conducts rigorous due diligence on potential investments, ensuring that they meet the high standards set by the company.
 

Our client has a well-established Internal Business Development team, which is made up of Business Development Managers (x12), Business Development Associates and a Sales Support function. The Internal Investment Business Development team are responsible for outbound sales activity focused on intermediary relationships in the UK. Each of the team work alongside a dedicated Regional Business Development Manager to drive inflows into their given region.
 

We are looking for an ambitious and driven individual to lead the Internal Business Development function and drive the team forward in line with the business’s strategic growth plans. The role requires an experienced and knowledgeable sales professional who has experience of the Business Development role and at least 3 years’ experience leading a team within a similar financial services organisation.

Primary Job Functions

  • Overall responsibility for leading the Internal Business Development team, including induction, training, development and day-to-day activity
  • Responsibility for creating, driving and monitoring campaigns through the team
  • Responsibility for driving and maintaining an exceptional level of service across the team
  • Supporting the team in developing strong business plans and assessing the execution and success of these
  • Ensuring the team maintains high quality records on the internal systems such as Salesforce, 8x8 and SharePoint
  • Direct line management of team leaders and Senior BDMs, including regular 1:1s, quarterly reviews, call listening and day-to-day support
  • Responsibility for the recruitment of new and replacement roles across the team and onboarding of new team members
  • Using CRM and other management data to monitor and drive performance against KPI activity targets


Preferred skills/knowledge

  • Must have experience working within the intermediated investment marketplace
  • Knowledge and/or experience of funds and/or tax efficient services
  • Minimum of 3 years’ experience leading a team
  • Strong understanding of tax structures used by Financial Advisers – Offshore Bonds, SIPPs, ISAs, and Trusts
  • An element of macro-economic and wider markets knowledge and interest


Package

  • Market leading base salary
  • Uncapped Annual Bonus & Discretionary Quarterly Bonus Based on team performance
  • Exceptional Benefits Package

 

If this sounds like an opportunity which you could be suited to, please get in touch.

Sector:

  1. Financial Services
  2. Asset & Investment Management

Benjamin Holmes

Founder & Key Account Manager

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