Newton, Client Director - Charities

BNY Mellon
London, United Kingdom
29 Oct 2022
05 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • The Newton charities team forges strong long-term partnerships with its clients, founded on deep experience and understanding of their challenges and a commitment to delivering outcomes that help them achieve their investment goals and meet their wider responsibilities.
  • We do this by harnessing the expertise of our multi-dimensional research team and by applying our active, thematic and engaged investment approach across a comprehensive range of solutions, including ESG-integrated, sustainable and specialist charity strategies.
  • The team has been working with charities for over 25 year and looks after over 300 charity clients from right across the sector. We manage over £5bn of assets for charities, putting us in the top 10 of UK charity investment managers.
Key Responsibilities
  • Contribute to maintaining and developing Newton's charity business in the UK by managing relationship with existing clients and engaging with prospects.
  • Build strong relationships and deliver excellent service to assigned Newton charity clients, managing a book of pooled charity clients, mostly £5-25m in size
  • Own and lead client meetings, ensuring consistency and accuracy of information, messaging and positioning (product specialist knowledge required)
  • Promote and pitch for new pooled charity business
  • Conduct off-line meetings and relationship building as required
  • Team based approach but ability to meet with clients on solo basis, representing PMs
  • Supporting / attendance at sector events, seminars, conferences etc
  • Build strong networks with charity execs, trustees and consultants
  • Provide input into product development process
  • Interacting with marketing to ensure consistency of message, including input into RFPs and quality control on all communications to consultants
  • Working closely with a broad set of Newton teams and BNYM employees; including, but not limited to, Portfolio Managers, Research Analysts (fundamental and responsible), Client Service, Compliance, Performance and Investment risk
  • Input on fees and prioritisation of new business opportunities
Skills and knowledge
  • Have a service-orientated mind-set with the enthusiasm, drive and ability to be seen, in the future, as a trusted partner to charities.
  • Results-focused and have the potential to successfully deliver in this role, possessing strong communication and relationship building skills with a view to career development.
  • Appropriate level of written and oral communication skills, coupled with strong interpersonal skills.
  • Collaborative team player, have the ability to use own initiative, and to influence and persuade both internally and externally.
  • Possess a good understanding of the UK Charity marketplace, the needs and required solutions of relevant investors, both current and future.
  • Good network and contacts amongst key investors as well as their advisers.
  • Educated to University level and ideally hold, or be working towards, an investment qualification.
  • Good working understanding of all asset classes and across a range of investment strategies.
Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:
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