Growth-Focused Charity & Endowment Sales Manager

M&G

Greater London

Híbrido

GBP 45.000 - 85.000

Jornada completa

Hace 6 días
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Ventajas ofrecidas por este puesto de trabajo

Pension up to 18%
Share Save
Share Incentive Plan
38 days annual leave
Time Off When You Need It
Inspiring Families policy
Private Healthcare
Critical Illness cover
Life Assurance

Descripción de la vacante

M&G is seeking an experienced Account Executive to grow relationships across charity and endowment segments, supporting Sales Directors and developing opportunities from small accounts to larger ones.

You will build client insights, prepare pitches, manage CRM records, and contribute to revenue growth while progressing toward a Sales Director role through deep sector knowledge and collaboration with investment, product and marketing teams.

Formación

  • Growing confidence in relationship management across client segments, especially charity and endowment clients.
  • Developing knowledge of institutional investment markets and sector priorities.
  • Support new business generation and revenue growth with a path to Sales Director.
  • Pursuing IMC (Wholesale) and CFA/CAIA (Institutional) qualifications.

Responsabilidades

  • Prospect opportunities by researching potential clients and identifying cross-sell/up-sell opportunities.
  • Maintain regular engagement with accounts under Sales Directors’ guidance.
  • Contribute to revenue growth by advancing opportunities and supporting pipeline activity.
  • Prepare high-quality pitch materials and meeting packs for client meetings and debriefs.
  • Maintain accurate CRM records and assist in reporting and sales reviews.
  • Coordinate logistics for pitches, roadshows and client interactions.
  • Support pre- and post-sale client servicing with Client Management teams.

Conocimientos

Relationship management
Verbal & written communication
CRM proficiency
Sales forecasting & pipeline
Team collaboration
Sales presentation skills

Educación

IMC (Wholesale)
CFA/CAIA (Institutional)

Herramientas

CRM systems

Descripción del empleo

M&G is seeking an experienced Account Executive to grow relationships across charity and endowment segments, supporting Sales Directors and developing opportunities from small accounts to larger ones.

You will build client insights, prepare pitches, manage CRM records, and contribute to revenue growth while progressing toward a Sales Director role through deep sector knowledge and collaboration with investment, product and marketing teams.

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