Strategic BD Lead – Fundhouse MPS

Marsh; Greater London; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

Marsh is seeking a dynamic Business Development Manager to support the Model Portfolio Service (MPS) with national reach. The role involves building and servicing relationships with financial advisers and MPS clients, driving new business, and hosting webinars and regional events.

Travel and a driving licence are essential as you develop opportunities and present Fundhouse solutions to a broad client base. You will collaborate with Investment Management to tailor presentations, RFPs, and

Qualifications

• Prior experience working with financial advisers and MPS clients.
• Experience of relationship management, prospecting, and service delivery.
• Ability to demonstrate an understanding of markets and portfolios.
• Excellent interpersonal skills, a proactive mindset, and the ability to engage confidently with a diverse range of clients.
• Driven, client-focused, ambitious and comfortable working both independently and as part of a team.
• Brand and values alignment, with a desire to positively impact clients’ lives and act as an ambassador for Fundhouse.
• Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients.
• Awareness of compliance responsibilities and professional standards.

Responsibilities

• Identify potential clients, respond to inbound leads, arrange introductions and meetings.
• Host webinars and regional events in collaboration with teams.
• Maintain knowledge of Fundhouse services, investment solutions and market views.
• Lead virtual and in-person meetings with support from Investment Management.
• Demonstrate market insights in asset allocation, fund research and portfolio construction.
• Prepare decks, RFPs, brochures and proposals tailored to client needs.
• Participate in projects to enhance client experience and BD.

Skills

Relationship management

Prospecting

Client relationships

Interpersonal skills

Job description

Marsh is seeking a dynamic Business Development Manager to support the Model Portfolio Service (MPS) with national reach. The role involves building and servicing relationships with financial advisers and MPS clients, driving new business, and hosting webinars and regional events.

Travel and a driving licence are essential as you develop opportunities and present Fundhouse solutions to a broad client base. You will collaborate with Investment Management to tailor presentations, RFPs, and