Sales Strategy Director - Retail

William Blake Group; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A UK Headquartered Investment firm is seeking a Sales Strategy Director to shape and deliver retail fundraising strategies. The role includes developing distribution plans, analyzing market insights, and enhancing product propositions. Ideal candidates will have strong commercial acumen and experience in financial services. This is a high-impact opportunity to drive business growth and support clients in achieving their financial goals.

Qualifications

• Knowledge of adviser distribution channels and retail fundraising dynamics.
• Experience in a product, proposition, strategy or distribution role within financial services.
• Strong analytical skills and confidence using data for decision-making.

Responsibilities

• Contribute to the annual fundraising and distribution plan.
• Prepare analysis on distribution channels and adviser relationships.
• Coordinate activities at the point of product launch.

Skills

Knowledge of adviser distribution channels

Strong commercial acumen

Experience in financial services roles

Excellent communication skills

Strong analytical skills

Collaborative and influential

Organisational skills

Job description

We have partnered with a renowned UK Headquartered Investment firm in supporting their search for a Sales Strategy Director. This pivotal role shapes and delivers the retail fundraising and distribution strategy, working closely with senior leaders and cross-functional teams. You will ensure products, propositions and market activity align with adviser needs, regulatory requirements and growth objectives. Responsibilities include distribution strategy development, product enhancement, go-to-market planning, sales enablement and digital capability improvement. This is a high-impact opportunity to influence business growth, support advisers and clients, and help deliver innovative, trusted financial solutions.

Key Responsibilities

• Contribute to the annual fundraising and distribution plan.
• Prepare analysis and insight on distribution channels, flows and adviser relationships.
• Support agreement of strategic product placement and alignment with target markets.
• Track the sales budget and key commercial performance metrics.
• Support identification of new product opportunities and enhancements informed by adviser, and customer insight.
• Coordinate activities at the point of product launch, ensuring documentation, processes and internal communications are in place.
• Support Product and Investment teams to shape and maintain product roadmaps.
• Translate product initiatives into clear actions, timelines and stakeholder responsibilities.
• Track roadmap progress and highlight risks, issues or dependencies.

Required Skillset

• Knowledge of adviser distribution channels and retail fundraising dynamics. This would not be suitable for somebody with the majority of their experience in the Institutional space
• Strong commercial acumen with the ability to interpret market insights and translate them into actionable strategies.
• Experience in a product, proposition, strategy or distribution role within financial services.
• Excellent written and verbal communication skills, with proven ability to create clear, compliant product messaging.
• Strong analytical skills and confidence using data to support decision-making.
• Proven ability to work collaboratively and influence stakeholders across teams.
• Strong organisational skills with the ability to manage multiple workstreams simultaneously.