Institutional Sales Relationship Manager

Fisher Investments; City of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment management firm is seeking an Institutional Sales Relationship Manager to enhance their institutional sales efforts across the UK and Europe. Responsibilities include building relationships with investment consultants, conducting presentations, and managing client interactions. The ideal candidate has over 2 years of sales experience and a solid understanding of investment management. A comprehensive benefits package is offered, including health insurance and a retirement pension plan.

Benefits

100% medical premium coverage

28 days annual leave plus holidays

Enhanced maternity pay

$10,000 family-forming benefit

9% retirement contribution

Gym subsidy up to £50/month

Employee Assistance Program

Qualifications

• At least 2 years of experience in selling investment management to institutions.
• Ability to set and achieve sales goals.
• Experience managing a broad opportunity set.

Responsibilities

• Coordinate sales processes with external partners.
• Maintain updated prospect information in proprietary systems.
• Conduct presentations and cold calls.

Skills

Sales experience

Investment knowledge

Relationship building

Analytical skills

Job description

The Opportunity

As an Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe\'s Institutional sales efforts within the UK, Ireland and other parts of Europe. Your efforts will include providing strategic coverage of investment consultants and institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Managers to build relationships with consultants and plan decision makers, meet face-to-face, and present to consultants and institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world\'s largest pensions, foundations, endowments, and corporations.

The Day-to-Day

• Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm\'s business development resources and orchestrate the institutional sales process within an assigned territory
• Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm\'s proprietary systems
• Cold call, establish relationships, and conduct formal presentations to articulately convey the firm\'s investment philosophy and strategies to prospects and their investment consultants
• Lead market expansion efforts within our UK, Irish and specific European territories, providing prospects with an introduction to Fisher Investments Europe and ensuring regulatory adherence

Your Qualifications

• At least 2 years of experience, and demonstrated track record of success, selling investment management to consultants, institutions or high net worth individuals
• Ability to set, monitor, and accomplish goals
• Experience addressing complex challenges managing a broad opportunity set
• Willingness to travel frequently within assigned territory
• Solid investment knowledge; ideally previous institutional investment experience
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyse, and interpret general business periodicals, professional journals

Why Fisher Investments Europe

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients\’ best interests by using a simple and transparent fee structure and recognised European custodians.

It\’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000 fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER