Sales Support - Associate
Sales Support - Associate
Posted on :
22-04-2025
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1 Vacancy
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Job Description
Description
You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team.
As a Sales Support Professional/Lead 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 sales business development relationship management and retention processes to drive new client acquisition and deepen existing client relationships.
- Research trends within the distribution channel universe staying informed of industry developments regulatory/legal changes and their implications for clients portfolios.
- Assist with the preparation of client memos and other materials for strategy meetings business reviews and sales conferences.
- Understand current and prospective client relationships their asset allocation preferences and assist in client review presentations.
- Create and update client reports and deliverables including DDQs RFPs pitchbooks client presentations and other meeting materials.
- Respond to client queries and manage client communications including attending client calls and documenting meeting notes.
- Maintain client information in various internal databases and document sales activity for tracking and compliance purposes.
- 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 potential objections/problems and resolving them.
- Take full ownership of the delivery and of a pipeline of salesrelated tasks/activities of increasing complexity.
- Gain a thorough understanding of the sales process to better align requirements with the evolving business landscape.
Required Qualifications Capabilities and Skills:
- Relevant industry experience and market knowledge of the sales process;
- Strong quantitative and analytical skillsets including data analysis and understanding data flows.
- Understanding of the Asset Management business including Investment Management Mutual Funds Managed Accounts ETFs and SMAs.
- Strong knowledge of all asset classes including Equity Fixed Income Cash Liquidity Currency Real Estate Hedge Funds and Private Equity.
- Excellent communicator with strong interpersonal skills.
- Proficiency in MS Office product suite (Excel Word Access and PowerPoint) required.
Preferred Qualifications Capabilities and Skills:
- Effective planning and time management skills to meet strict deadlines or changing priorities.
- Professional and industrious attitude possessing energy ownership and confidence to complete work with limited supervision.
- Ability to work independently and in a teambased environment.
- Strong stakeholder management skills with the ability to interact and communicate confidently and effectively with all stakeholders.
- Ability to handle large volumes of work prioritize appropriately meet tight deadlines and possess strong attention to detail.
- Ability to build relationships across global teams possessing a partnership mindset
- Experience working with an industryrecognized CRM platform (Salesforce) is a plus.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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