Charity & Endowment Accounts Executive

mgpru; Greater London; Hybride; GBP 60 000 - 95 000; Plein temps

Résumé du poste

At M&G, we are committed to helping people invest with real confidence. This role supports expanding commercial relationships across large accounts and developing smaller ones, with a path toward a Sales Director role.

You will deepen understanding of charity client needs, investment propositions, and sector priorities to drive business outcomes. Key duties include prospecting, maintaining account engagement, delivering high-quality pitch materials, and contributing to CRM-driven sales planning

Qualifications

• Experience in building and growing commercial relationships with charity and endowment clients.
• Knowledge of investment propositions and sector priorities.
• Progression toward a Sales Director role with target-driven mindset.

Responsabilités

• Prospect for opportunities and support cross-sell and up-sell within accounts.
• Maintain regular engagement with accounts to aid business development.
• Prepare pitch materials, meeting packs and follow-up notes for client meetings.
• Support CRM data quality and pipeline management.

Connaissances

Relationship management

Sales lifecycle

Client engagement

CRM proficiency

Formation

IMC or equivalent

CFA/CAIA or equivalent

Outils

CRM systems

Description du poste

At M&G, we are committed to helping people invest with real confidence. This role supports expanding commercial relationships across large accounts and developing smaller ones, with a path toward a Sales Director role.

You will deepen understanding of charity client needs, investment propositions, and sector priorities to drive business outcomes. Key duties include prospecting, maintaining account engagement, delivering high-quality pitch materials, and contributing to CRM-driven sales planning