Senior Client Success & Sales Enablement (Investment Management)

Virtus Investment Partners; Greater London; On-site; GBP 58,000 - 71,000; Full time

Job summary

A leading financial services firm seeks a Senior Sales and Client Support professional in Greater London. The role involves supporting client acquisition, retention, and event coordination while working across teams to enhance client relationships. Ideal candidates will have 7–10 years in investment management, preferably fluent in English and German, with strong communication and analytical skills. Salary ranges from £58,000 to £71,000 GBP, with participation in an annual incentive plan.

Qualifications

• 7–10 years’ experience in the investment management industry.
• Fluent in English and German preferred.
• Strong intellectual curiosity to comprehend financial commentary and analyze data.
• Ability to develop relationships with internal and external clients.

Responsibilities

• Support client acquisition through high-quality presentations and onboarding materials.
• Coordinate cross-functional collaboration for client deliverables.
• Assist with planning seminars and conferences for business development.
• Engage with clients during key meetings to strengthen relationships.
• Provide operational support and process improvements.

Skills

Client acquisition and retention

Cross-functional collaboration

Event planning

Operational and project support

Excellent communication

Tools

MS Excel

Salesforce

Adobe Acrobat Writer

PowerPoint

Morningstar Direct

eVestment

Job description

A leading financial services firm seeks a Senior Sales and Client Support professional in Greater London. The role involves supporting client acquisition, retention, and event coordination while working across teams to enhance client relationships. Ideal candidates will have 7–10 years in investment management, preferably fluent in English and German, with strong communication and analytical skills. Salary ranges from £58,000 to £71,000 GBP, with participation in an annual incentive plan.