As a Sales Support Associate within our UK Intermediary Sales Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities:
- Provide support for all facets of the sales, business development, relationship management, and retention process to drive new client acquisition and deepen existing client relationships.
- Research trends within the distribution channel universe and stay informed of industry developments and regulatory changes to assist with market intel and business/product development.
- Assist with the preparation of client memos and materials for strategy meetings, business reviews, and sales conferences.
- Create and update client reports and deliverables, such as DDQs, RFPs, pitch books, and client presentations.
- Respond to client queries and manage communications, including attending client calls and documenting meeting notes.
- Maintain client information in internal databases and document sales activity for tracking and compliance.
- Partner with sales and marketing teams on new product launch initiatives, client events, and market research communications.
- Execute and manage assigned BAU tasks and projects, actively driving stakeholder management by identifying and resolving potential issues.
- Partner with various teams for client events and market research communications.
Required Qualifications, Capabilities, and Skills:
- Relevant industry experience and market knowledge of the sales process.
- Strong quantitative and analytical skills, including data analysis and understanding data flows.
- Understanding of Asset Management business, including Investment Management, Mutual Funds, Managed Accounts, ETFs, and SMAs.
- Strong knowledge of all asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, and Private Equity.
- Excellent communicator with strong interpersonal skills.
- Proficiency in MS Office suite (Excel, Word, Access, and PowerPoint) required.
Preferred Qualifications, Capabilities, and Skills:
- Experience with an industry-recognized CRM platform (Salesforce) is a plus.
- CFA is a plus