Business Development Manager (Investment Sales)
Core
Drive sales growth for Alliance Partner funds and CFS managed accounts by building relationships with financial advisers, private banks, and research professionals.
Role type
Business Development Manager (Investment Sales)
Builds
Sales pipelines and commercial relationships for investment products
Domain
Wealth Management / Investment Sales
Deliverable
client delivery
Required skills
sales strategy, stakeholder management, client relationship management, campaign execution, roadshow management, data-driven planning
Preferred skills
RG146 compliance, tertiary or postgraduate qualifications (MAppFin, CFA, CIMA)
Technologies
none stated
Responsibilities
Leverage relationships with financial advisers and wealth businesses to achieve sales outcomes; Expand opportunities with existing clients; Contribute to client pitches as a subject matter expert; Enact targeted campaigns for investment products; Manage key IFA dealer group research relationships; Execute national roadshows for investment manager representatives; Participate in industry conferences
Seniority
Mid-Senior, hands-on IC
