There is a need to hire a Strategic Partnerships Manager who can take an instrumental role in CCLA’s business development strategy on a national basis. The successful candidate will:
- Articulate the CCLA offering to intermediaries across the UK and position funds into:
- Key strategic adviser firms, focusing on those with centralized fund management, and managed portfolio services
- Retail and Intermediary Platforms
- Life Insurance Companies
- Third Party Research firms, investment consultancy firms and fund rating agencies
- National advisory businesses
- Advisory consolidators
- Vertically integrated businesses
- Work in conjunction with the Head of Strategic Partnerships and Head of Distribution on an appropriate strategy for the UK Retail Intermediary market.
- Originate new business by focusing on the retail and wholesale sectors.
- Increase the flow of investment into CCLA’s products and services and, as part of a wider team effort, achieve net new asset acquisition and revenue growth for CCLA.
- Collaborate with the existing Relationship Management team in support of existing business development work and promoting CCLA.
- Assist where required with London discretionary relationships.
- Contribute to product and sales collateral development.
- Support junior staff members.
- Own a panel of key Strategic Partnership relationships, proactively engaging on CCLA’s investment capabilities and products.
- Work in partnership with the Head of Strategic Partnerships on key strategic accounts.
- Proactively generate leads through ongoing research and networking, to identify and engage with clients and position CCLA’s fund offering appropriately and effectively.
- Build a network of new prospects for CCLA’s proposition through their own business development activity.
- Maintain and expand the network of senior industry contacts for the long-term benefit of CCLA.
- Maintain and develop good knowledge of industry trends, market forces, regulatory changes and macro-economic forces affecting CCLA’s target markets.
The successful candidate should have some experience of working in either a sales/relationship role in the asset management sector or a relevant industry. They must also be familiar in dealing with platforms, fund research teams, fund research agencies, key strategic financial advisory firms, national and network IFA’s and wealth managers. In addition, the ideal candidate should have experience of fund sales/client relationships and a particular interest in selling ESG investment is preferred. The successful candidate will be both an introducer of new business and manage relationships.
The focus is on hiring a first-rate individual who identifies with the culture of the company and the team and has experience of the intermediary landscape nationally. The successful candidate will have a proven track record of sales and networking of existing contacts. The Strategic Partnerships Manager needs to be flexible and adaptable with a keenness to work in a dynamic and progressive environment.