Institutional Sales Relationship Manager

Fisher Investments UK; Greater London; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Medical and dental benefits

28 days annual leave

Enhanced maternity pay

Fertility & family-forming benefit

Retirement pension plan

Gym subsidy

Employee Assistance Program

Training & development opportunities

Job summary

Fisher Investments Europe is seeking an Institutional Sales Relationship Manager to lead strategic coverage of investment consultants and institutional clients across the UK, Ireland, and Europe. You will partner with Senior Sales Relationship Managers to win business and present our investment philosophy to prospects.

Ideal candidates have 5+ years in financial services, strong relationship skills, and willingness to travel; knowledge of listed equity strategies and quantitative concepts is a

Qualifications

• At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with investment consultants and institutional asset owners
• Ability to set, monitor, and accomplish goals
• Experience addressing complex challenges managing a broad opportunity set
• Willingness to travel frequently within an assigned territory
• Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyse, and interpret general business periodicals, professional journals

Responsibilities

• Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Relationship Managers and deploy our business development resources and orchestrate the institutional sales process within an assigned territory
• Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system
• Cold call, establish relationships, and conduct formal presentations to articulately convey our investment philosophy and strategies to prospects and their investment consultants
• Lead market expansion efforts within our UK, Irish and specific European territories, providing prospects with an introduction to Fisher Investments Europe and ensuring regulatory adherence

Skills

Relationship building

Goal setting

Strategic selling

Travel readiness

Investment knowledge

Financial concepts

Reading financial publications

Job description

Overview

The Opportunity:

As an Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts within the UK, Ireland and other parts of Europe. Your efforts will include providing strategic coverage of investment consultants and institutional prospective clients up to a specific size within a specific territory. Investor types include Corporate and Public/LGPS DB Pension Schemes, DC Schemes, Endowments, Foundations, Banks, Asset Managers, OCIO's, Wealth Managers and Insurers. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Managers to build relationships with consultants and institutional asset owners, meet face-to-face, and present to consultants and institutional prospective clients. Your efforts will give Fisher the opportunity to win business with some of the world's most influential asset owners.

The Day-to-Day:

• Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Relationship Managers and deploy our business development resources and orchestrate the institutional sales process within an assigned territory

• Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system

• Cold call, establish relationships, and conduct formal presentations to articulately convey our investment philosophy and strategies to prospects and their investment consultants

• Lead market expansion efforts within our UK, Irish and specific European territories, providing prospects with an introduction to Fisher Investments Europe and ensuring regulatory adherence

Your Qualifications:

• At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with investment consultants and institutional asset owners

• Ability to set, monitor, and accomplish goals

• Experience addressing complex challenges managing a broad opportunity set

• Willingness to travel frequently within an assigned territory

• Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes

• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio

• Ability to read, analyse, and interpret general business periodicals, professional journals

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER