Head Sales Internal

Head of Internal Sales - Asset Management

It is essential to have a background in any of the following – Asset Management, Wealth Management, Investment / Wrap Platform, Life & Pensions / Tax Efficient Investments or FinTech.

The Role

The Internal Business Development team are responsible for outbound sales activity focused on intermediary / financial adviser relationships in the UK. Each of the team work alongside a dedicated Regional Business Development Manager to drive inflows into their given region.

We are looking for an ambitious and driven individual to lead the Internal Business Development function and drive the team forward in line with strategic growth plans. We have ambitious plans to further grow our funds proposition and enhance our existing Business Relief suite of services.

This individual will form part of the Business Development leadership team alongside the Sales & Marketing Director and Director of Regional Business Development, working closely with Strategic Partnerships, Marketing, Client Services and the Investment team.

The role requires an experienced and knowledgeable sales professional who has experience of the Business Development role and at least 3 years’ experience leading a team within a similar financial services organisation.

Primary Job Functions

• Overall responsibility for leading the Internal Business Development team, including induction, training, development and day-to-day activity

• Responsibility for creating, driving and monitoring campaigns through the team

• Responsibility for driving and maintaining an exceptional level of service across the team

• Supporting the team in developing strong business plans and assessing the execution and success of these

• Ensuring the team maintains high quality records on the internal systems such as Salesforce, 8x8 and SharePoint

• Direct line management of team leaders and Senior BDMs, including regular 1:1s, quarterly reviews, call listening and day-to-day support

• Responsibility for the recruitment of new and replacement roles across the team and onboarding of new team members

• Using CRM and other management data to monitor and drive performance against KPI activity targets

Secondary Job Functions

• As a senior member of the sales team, you will also be required to host and attend webinars and events

• Constantly seeking new opportunities to develop the business and brand awareness

• Share best practice and contribute feedback to help with continuous improvement

• Involvement in supporting projects that may impact the team

• Ensure a good flow of information between colleagues and other teams

• Occasional travel across the UK to support events and develop relationships with intermediaries

• Striving to constantly improve product and industry knowledge

• Enhancing relationships with industry third parties and attending networking opportunities

• Providing feedback to the management team to help shape future product development

Other Key Job Specific Requirements

• Strong and flexible work ethic

• Empathetic with high quality interpersonal skills

• Good communicator and competent presenter

• Strong relevant IT knowledge (ideally including Salesforce, Microsoft Office, Teams and Zoom)

• High quality well-written communications

• Exceptional attention to detail

• Highly organised and able to work unsupervised efficiently and effectively

• Full UK driving licence

• Hold or be working towards industry specific qualifications

Who we are looking for

We are looking for a candidate with strong leadership skills and considerable experience of the sales process. They will demonstrate an exceptional approach to this role, understanding that the needs of clients (both internal and external) are at the heart of everything we do and key to the success of our business.

A can-do attitude and a supportive approach to team members are essential attributes. A desire to develop skills and knowledge within a demanding work environment is critical.

The candidate will display diligence by bringing a high level of care and attention to even the most basic task and will demonstrate their intelligence through an ability to pick up new things quickly.

The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of the business.

Preferred skills/knowledge

• Must have experience working within the intermediated investment marketplace

• Knowledge and/or experience of funds and/or tax efficient services

• Minimum of 3 years’ experience leading a team

• Strong understanding of tax structures used by Financial Advisers – Offshore Bonds, SIPPs, ISAs, and Trusts

• An element of macro-economic and wider markets knowledge and interest