Business Development Associate Snr - Institutional

Capital Group; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading investment firm in London seeks a Senior Business Development Associate to manage key institutional relationships in the UK and Ireland. The role includes generating leads, participating in meetings, and collaborating with internal teams. Candidates should have strong interpersonal skills, experience in business development, and knowledge of financial markets. This position offers a competitive salary and performance bonuses based on individual and company performance.

Benefits

Competitive base salary

Annual performance bonus

Retirement plan with 15% contribution

Qualifications

• Experience in cold outreach and relationship building.
• Comfortable discussing financial topics with prospects.
• High energy, hard-working, and professional attitude.

Responsibilities

• Act as the main day-to-day contact for prospects.
• Generate leads and participate in prospecting meetings.
• Represent the company at industry conferences.

Skills

High quality interpersonal skills

Strong organisational and planning skills

Experience in building new business

Presentation skills

Financial/Investment knowledge

Education

Graduate degree preferable

Studying towards CFA or CAIA

Tools

Salesforce knowledge

Job description

Overview

We are looking for a high quality Senior Business Development Associate (Associate Director) to join our UK & Ireland institutional team which is currently composed of two Business Development Managers (Managing Directors), a Business Development Associate as well partner Institutional Client Managers. The team is responsible for our relationships with strategic institutional prospectus in the UK, Global and Local Consultant relationships as well as third party OCIO partnerships and sits within the broader UK Client Group.

In this role, you will play a key role in our Business Development efforts in the UK & Ireland, which is a significant market for Capital Group in Europe. Responsibilities include acting as the main day-to-day contact for a group of prospects, playing a key role in the generation of leads and meetings and partnering with the BDM’s to win new business. You will also have the opportunity to work independently, supported by the team, on your own dedicated sales coverage as well as partner on our Global relationships managed by the team in conjunction with US colleagues.

The role is based in our London office which is our largest investment office outside the US, where we employ over 650 people in a new state of the art building at Paddington Square. We expect the successful candidate to focus their time on the UK and Ireland with short trips throughout the year.

Primary responsibilities

• Target market:
  • ‘Evergreen’ UK & Irish Institutions – LGPS, Independent OCIO Providers, Master Trust, Mega Corporate DB
  • Consultant Partnerships – Global & Domestic Consultants
• Sales process:
  • Supporting our partnerships with Global Consultants, Domestic Consultants and OCIO providers
  • Generating, preparing for and participating in prospecting meetings with BDMs and independently
  • Representing Capital at industry conferences / seminars, ensuring we maximise prospecting opportunities by preparing thoroughly prior to the event, proactively networking during the event and diligently following up afterwards
  • Prospect meeting preparation and coordination of follow-up items
  • Proactively managing and resolving key dependencies relating to winning business such as mandate customisation requests
  • Liaison with Investment Professionals, other institutional BDMs, BDAs and internal departments (Marketing, Fee Consulting, RFP team, Legal etc) as part of the sales cycle
  • Maintaining information on prospects, target institutions and updating critical management information about prospects and clients into the required systems
  • Coordination of material customisation with our Publishing Teams for use with prospects to create interest and build relationships
  • Owning a defined set of clients including the development of a sales strategy, setting up prospecting meetings and promoting Capital. These responsibilities will grow as you develop more experience at Capital and progress towards becoming an Associate BDM (Director)
  • Look for opportunities to collaborate to uncover sales opportunities across the broader UK Client Group

Strategic market planning

• Market research on our UK target institutions
• Development and exploration of new areas for business development
• Involvement in business planning alongside BDM and working with Business Management
• Preparation of management reports to reflect the new business effort
• Liaison with various industry organisations

Internal projects and Departmental participation

• Work as part of a collegial team of BDAs that shares ideas and best practices
• Work as part of a broader UK Client Group committed to building Capital’s business in the UK

Skills/qualifications

• High quality interpersonal skills, especially influencing skills
• Strong organisational and planning skills
• Demonstrable experience building new business (including cold outreach and relationship building)
• Experience of presenting to prospects, consultants, clients or colleagues
• High energy, hard-working, enthusiastic, focused and professional
• Financial / Investment and Asset Management knowledge - some fixed income experience would be helpful
• Comfortable discussing financial topics with prospects (product and asset class characteristics, macro themes etc)
• Graduate degree preferable
• Salesforce knowledge preferable
• Related professional exams or studying towards CFA / CAIA

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

Equal opportunity

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.