Fund Sales Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Fund Sales Specialist at TrinityBridge, creating and developing business opportunities with UK-based intermediaries and discretionary investment firms to grow AUM.
Responsibilities:
- Proactively pursue, identify and close new fund sales opportunities with UK-based intermediaries, discretionary investment firms and gatekeepers, securing profitable business flows
- Maintain a strong pipeline of realistic, quality prospects and leads, keeping it up-to-date and focused on key accounts and opportunities
- Deliver against ambitious sales targets and KPIs
- Demonstrable understanding of the tax and operational structures used by intermediaries e.g. Pensions, ISAs, Bonds, GIAs, Trusts and Platforms
- Articulate TrinityBridge’s full fund range in a compelling manner and stay up-to-date with all funds and investment strategies
- Act in a professional and compliant manner at all times
- Collaborate closely with the Account Manager and Account Director to develop a sales plan for targeted activity
- Stay up to date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
- Maintain knowledge of current regulatory practice
Requirements:
- Minimum of five years’ experience operating in the retail and professional financial services environment, and likely to have a significant book of contacts and relationships
- Proven track record of success in selling Investment Management/financial products in the UK intermediary / DFM market
- Ability to multi-task and be highly organised
- Resilience and ability to work against a range of stretching targets
- Demonstrate both teamwork and self-reliance / independence
- Willingness to be empowered and supported to deliver and accountable for results and outcomes
- Demonstrable knowledge of the UK wealth management and financial adviser / intermediary landscape and broader industry trends (such as the current retirement landscape)
- Demonstrable investment knowledge and understanding of how advisers and intermediaries use investment funds, products and services to deliver good client outcomes for their clients
- Understanding of, and ability to work within, the regulatory environment to ensure business is always delivered in a compliant way with good client outcomes
- Ideally qualified to QCA Level 4 or above.
- Highly motivated and flexible to travel across the UK.
Benefits:
- Wide range of inclusive benefits that provides support for a healthy balance in all aspects of life.
- Investment in the growth of our people providing a sense of belonging and team spirit.
Similar Jobs
Sales Director
Director of Branded Sales overseeing Del Monte sales strategy for Pacific Coast Producers. Mentoring sales managers to enhance market share and drive revenue targets while providing exceptional product quality.
Feirão de Emprego – Vendas
Sales position seeking entrepreneurial individuals with strong self-management skills. Offers a commission-based structure with significant earning potential in a growth-focused environment.
Senior Regional Sales Manager – Robotic Surgical Technologies
Senior Regional Sales Manager leading sales for Medtronic's Robotic Surgical Technologies. Requires extensive experience in sales and leadership in healthcare settings with a focus on robotics.
In-Home Sales Specialist
In-Home Sales Specialist conducting consultations and recommending home improvement products and services. Building client relationships and meeting sales goals at Lowe's locations.
Sales Support Associate
Sales Support Associate driving sales growth for EOS's AV products and services by supporting account teams and promoting products. Engaging with clients to identify opportunities and qualify leads through effective communication and CRM usage.
Regional Sales Director
Regional Sales Director responsible for generating sales and supporting relationships in the MGA channel at Foresters Financial. Delivering superior client service while promoting life insurance solutions in Quebec.
Director of Sales, SMB & Mid-Market
Director of Sales leading SMB and Mid-Market sales teams at AxisCare. Focused on driving revenue growth and developing high-performing sales teams.
Sales Associate
Sales Associate identifying growth opportunities and promoting GENEWIZ services in life sciences. Engaging with academic and biotech accounts through sales strategies and outreach efforts.
Director of Sales – West Region
Director of Sales leading sales team for Northwest Hospital, Fire and EMS business at ESO. Responsible for team success, motivating and coaching, and overseeing workforce recruitment and development.
Teilzeit-Setter im High-Ticket-Sales
Part-time Setter in High-Ticket-Sales for PowerBase Consulting. Conduct structured initial conversations and contact warm leads.
Sales Team Leader
Remote Sales Team Leader for Global Payments developing sales strategy and leading an outbound sales team to drive performance and customer acquisition.
Revenue Cycle Management, Regional Sales Advisory Executive – West
RCM Sales Executive responsible for closing strategic revenue cycle opportunities in healthcare. Leverage network and expertise to enhance financial performance for healthcare consumers.
Sales Director – Education, Central Region
Sales Director focusing on EdTech sales to K-12 schools. Driving business growth and managing relationships in the Central Region.
Regional Sales Manager – Biosciences
Lead a field sales team in the biosciences sector for Thermo Fisher Scientific. Drive revenue growth through strategy and customer relationships.
Sales Excellence Trainer
Sales Excellence Trainer responsible for driving sales methodology and performance in healthcare technology sectors. Design and support comprehensive training for improved sales effectiveness and customer engagement.
Distribution Sales Team
Sales Team member expanding client base and increasing sales of CORE client's products. Collaborating to develop sales plans and managing sales processes via CRM system.
Sales Manager – EU Industrial Sales
Sales Manager for EU Industrial Sales at Idex Europe GmbH, focusing on distributor and customer opportunities. Developing sales strategies and managing key accounts with up to 50% travel in the DACH region.
Sales Commissions Advisor
Sales Commissions Advisor leading the design and administration of Merative's incentive compensation programs. Collaborating with various departments to support compensation planning and reporting compliance.
Director, Sales – West
Director of Sales at Honeycomb.io focusing on the West region for observability tools. Collaborating with teams to enhance developer tools for various industries.
National Business Director, Immunology
National Sales Director responsible for strategic leadership in Immunology sales operations. Overseeing team performance and client relations while driving sales accountability and growth.