Business Development Manager - MPS Fundhouse (Nationwide)
Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development the successful candidate will act as a key point of contact and maintain and service relationships with new and existing clients delivering an industry-leading high-touch service. You will also acquire develop and manage relationships with new prospects to support the growth of our MPS offering.
The role also involves frequent travel to meet clients and host events therefore access to a car/driving license is essential
We will count on you to:
Identify and reach out to potential clients responding to inbound leads arranging introductions hosting meetings and ensuring timely follow-up to progress opportunities through to conversion
Collaborate or lead on business development webinars and regional events
Maintain comprehensive knowledge of Fundhouses services investment solutions and market views
Host virtual and in-person meetings (with support from the Investment Management team as needed)
Demonstrate market knowledge and an understanding of asset allocation fund research and portfolio construction
Prepare and update presentation decks RFPs brochures proposals and articles - tailored to client needs and market demand
Participate in project-based initiatives and internal MPS forums focused on enhancing client experience and business development
Focus on problem-solving and delivering practical solutions
What you need to have:
Prior experience working with financial advisers and MPS clients
Experience of relationship management prospecting and service delivery
Ability to demonstrate an understanding of markets and portfolios with an interest in staying informed on current team perspectives and broader market developments
Excellent interpersonal skills a proactive mindset and the ability to engage confidently with a diverse range of clients
Driven client-focused ambitious and comfortable working both independently and as part of a team
Brand and values alignment with a desire to positively impact clients lives and act as an ambassador for Fundhouse
Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients
Awareness of compliance responsibilities and professional standards
What makes you stand out
Prior experience managing client relationships and prospecting
Excellent people skills ethics and a desire to build lasting client relationships
Highly motivated to drive the growth of the MPS business
Why join our team:
We help you be your best through professional development opportunities interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.
Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH) a global leader in risk reinsurance and capital people and investments and management consulting advising clients in 130 countries. With annual revenue of over $27 billion and more than 95000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer visit or follow us on LinkedIn and X.Marsh is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background civil partnership status disability ethnic origin family duties gender orientation or expression gender reassignment marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments please contact us at Marsh is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.
Required Experience:
Manager
Company:MercerDescription:Business Development Manager - MPS Fundhouse (Nationwide)Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development the successful cand...
Company:
Mercer
Description:
Business Development Manager - MPS Fundhouse (Nationwide)
Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development the successful candidate will act as a key point of contact and maintain and service relationships with new and existing clients delivering an industry-leading high-touch service. You will also acquire develop and manage relationships with new prospects to support the growth of our MPS offering.
The role also involves frequent travel to meet clients and host events therefore access to a car/driving license is essential
We will count on you to:
Identify and reach out to potential clients responding to inbound leads arranging introductions hosting meetings and ensuring timely follow-up to progress opportunities through to conversion
Collaborate or lead on business development webinars and regional events
Maintain comprehensive knowledge of Fundhouses services investment solutions and market views
Host virtual and in-person meetings (with support from the Investment Management team as needed)
Demonstrate market knowledge and an understanding of asset allocation fund research and portfolio construction
Prepare and update presentation decks RFPs brochures proposals and articles - tailored to client needs and market demand
Participate in project-based initiatives and internal MPS forums focused on enhancing client experience and business development
Focus on problem-solving and delivering practical solutions
What you need to have:
Prior experience working with financial advisers and MPS clients
Experience of relationship management prospecting and service delivery
Ability to demonstrate an understanding of markets and portfolios with an interest in staying informed on current team perspectives and broader market developments
Excellent interpersonal skills a proactive mindset and the ability to engage confidently with a diverse range of clients
Driven client-focused ambitious and comfortable working both independently and as part of a team
Brand and values alignment with a desire to positively impact clients lives and act as an ambassador for Fundhouse
Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients
Awareness of compliance responsibilities and professional standards
What makes you stand out
Prior experience managing client relationships and prospecting
Excellent people skills ethics and a desire to build lasting client relationships
Highly motivated to drive the growth of the MPS business
Why join our team:
We help you be your best through professional development opportunities interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.
Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH) a global leader in risk reinsurance and capital people and investments and management consulting advising clients in 130 countries. With annual revenue of over $27 billion and more than 95000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer visit or follow us on LinkedIn and X.Marsh is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background civil partnership status disability ethnic origin family duties gender orientation or expression gender reassignment marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments please contact us at Marsh is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.
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