Senior Sales Manager - Wholesale Alliances
Senior Sales Manager - Wholesale Alliances
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Job Description
Were recruiting for a Senior Sales Manager to join our Wholesale Strategic Partnership team. This role will be responsible for driving Wholesale business growth for third party clients. Working with the Head of Wholesale Alliances as well as owning your own portfolio of clients you will achieve aspirational performance targets by identifying opportunities for Wholesale products and services through both new and existing business partnerships. You will also collaborate with other areas of the business to identify any cross-selling opportunities.
Provide exceptional levels of service for our key partners and the Head of Wholesale Alliances. There will be an emphasis on day to day support of strategically important clients; including National and network advisers groups Platforms Ratings & Research Houses and Sub advisory retail mandates. This role is field based and will involve travel to all parts of the UK as well as time in London for key client activity and planning. You will host face to face client meetings as part of your role.
What youll be doing:
- Working with the Head of Wholesale Alliances to define a strategy that enables achievement of sales performance targets delivering revenue through compliant product distribution and cross-selling opportunities. Executing a proactive contact strategy for partnership arrangements supporting fund selection and opportunities and developing new relationships with existing and new partner firms
- Building and owning relationships with existing Wholesale Alliances clients to achieve business targets while also researching and identifying areas to enhance and grow those relationships. Supporting the strategy and activity of the Head of Wholesale Alliances as well as managing a personal portfolio of accounts. Hosting key partner meetings for own accounts and wider accounts owned by the Head of Wholesale Alliances
- Collaborating with other departments including Key Account Managers Wealth Managers Marketing and Operations to deliver new opportunities and ensuring smooth implementation of initiatives. Working with fund management teams and product development on new product initiatives for partnership accounts and building and supporting the delivery of client presentations
- Maintaining high-level knowledge of L&Gs unit trust SICAV ICAV ETF ranges and other products designed for a Wholesale audience with an understanding of investment philosophy and processes to effectively communicate with clients
- Developing and maintaining a strong understanding of competitors and market trends using this knowledge to identify business opportunities in collaboration with the Head of Wholesale Alliances and incorporating insights into strategic plans
- Providing high-quality service to clients by handling complex technical queries understanding client needs and coordinating internal activity to meet client expectations and objectives. Working with sales support teams to establish appropriate service levels with each client ensuring both technical and value-added service is delivered
- Working with the wider team to conduct due diligence on risk mapping methodologies and developing and implementing contact strategies and account management plans
- Keeping informed of regulatory changes that impact the business area and client decision-making. Ensuring all activity aligns with the Groups Treating Customers Fairly (TCF) requirements and regulatory duties including fair treatment of customers in line with L&Gs Customer Experience and TCF Policy. Making sure you are aware of the Consumer Duty regulation whilst undertaking own role and supporting the Wholesale Distribution Team as they put customer and client interests at the centre of the business and ensure the delivery of good customer outcomes.
Qualifications :
Who were looking for:
- Proven experience working with Strategic clients in Retail Asset Management
- Proven ability to engage with clients and successfully manage relationships
- Ability to contribute towards strategy discussions and to execute strategic plans
- A high level of understanding of processes policies and key relationships. Ability to improve processes
- Good working knowledge of intermediaries and Wealth clients and their business drivers. Have a client understanding of competitors and market dynamics
- Good knowledge of the wider financial industry
- Excellent customer service skills able to manage complex customer enquiries and related issues
- Demonstrated ability to communicate present and influence at client level
- Strong investment knowledge and a clear understanding of L&Gs broad product range.
Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- The opportunity to participate in our annual performance -related bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday plus public holidays 26 days after 2 years service. Theres also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
- There are the many discounts we offer both for our own products and at a range of high street stores and online
- In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
Additional Information :
At L&G we believe its possible to generate positive returns today while helping to build a better future for all.
If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.
We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can.
It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
