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Intermediary Sales

Salary Competitive
Type Permanent
Location London
Sector Sales & Marketing
Job Reference T6/EA/26089
Contact Emily Ayre
Date posted 19-11-2017

A leading, independently owned, Asset Management firm are seeking an Associate Director - Sales to join their team. This role will be focused on achieving sales targets and growing in the Discretionary Fund Management (DFM) and Managed Portfolio Service (MPS) through the intermediary market.


• Attain sales targets for both MPS and DFM services.
• Grow key IFA relationships with a view to building strategic partnerships with a select few.
• Improve and build the MPS business through external platform providers
• Guide existing and potential clients of new products and services being launched which may be beneficial to their business and clients.
• Develop lasting relationships with IFAs both externally and internally
• Build relations with businesses such as ratings agencies and to be aware of relevant industry issues that affect the business.
• Safeguard all dealings with clients and intermediaries are conducted professionally and their requests are dealt with in a timely and effective manner
• Have a clear understanding of the investment management process behind the DFM and MPS and to be able to articulate this to clients in a confident manner.
• Validate an awareness of the divisional strategy and how your own business objectives are aligned to this.
• Ensure that all interactions with clients, regulators, auditors and other external entities are conducted in an open and transparent manner.
• Demonstrate a thorough understanding of the regulatory framework.


• Professional qualification(s) (e.g. CISI IAD, CISI PCIAM or CFA) or equivalent would be advantageous
• Previous experience developing new business from the IFA market, ideally with established relationships within London and the South East would be advantageous
• Demonstrable track record in building long-term and profitable relationships with clients
• Experience of selling both MPS and bespoke portfolios through IFAs would be advantageous

If interested - PLEASE APPLY

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Contact Emily about this job

Managing Director