Platform Relationship Manager - Investment Management
- Recruiter
- Bruin
- Location
- London, United Kingdom
- Salary
- Competitive Salary
- Posted
- 01 Apr 2023
- Closes
- 19 Apr 2023
- Ref
- 19226700
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
London / Hybridworking
Bruin have partnered with our client, a well respected Investment Manager with £10+Bn AUM to hire a Platform Relationship Manager to join their Sales team based at their London office.
The successful candidate will be the subject matter expert on third party distribution through platforms in the asset management industry. They will be an escalation point between the business and their third-party platform relationships, and will promote a positive Adviser experience, to broaden the reach of products as much as possible. The diversity, strength and depth of our client's product range allows them to offer portfolio solutions for a wide range of client needs.
Responsibilities of the role:
• Ensure products/solutions have broadest possible reach
• Support the Sales team with any future initiatives to expand product range into new markets/jurisdictions
• Work with Sales team to delivery best-in-class service to intermediary clients i.e. resolve queries or issues
• Represent the business at functions and report back on key findings and initiatives to the wider Sales team.
• Act as liaison for data vendors and other suppliers utilized by platform providers to ensure relevant information is being pushed out to platforms
• Leverage new and existing working relationships with platforms to satisfy requirements in light of the evolving regulatory back-drop.
• To support business development projects and new propositions, as required
Successful candidates will have:
• Undergraduate degree
• Experience of working with platform technology in Financial Services
• Experience in working with platform providers within a fund management business
• Good numeracy skills.
• Good IT skills / ability to use Microsoft Office and Excel.
• Communication skills with the ability to communicate effective - both written and verbally at all levels;
• Strong interpersonal skills;
• Ability to prioritise workload and adhere to deadlines;
Bruin have partnered with our client, a well respected Investment Manager with £10+Bn AUM to hire a Platform Relationship Manager to join their Sales team based at their London office.
The successful candidate will be the subject matter expert on third party distribution through platforms in the asset management industry. They will be an escalation point between the business and their third-party platform relationships, and will promote a positive Adviser experience, to broaden the reach of products as much as possible. The diversity, strength and depth of our client's product range allows them to offer portfolio solutions for a wide range of client needs.
Responsibilities of the role:
• Ensure products/solutions have broadest possible reach
• Support the Sales team with any future initiatives to expand product range into new markets/jurisdictions
• Work with Sales team to delivery best-in-class service to intermediary clients i.e. resolve queries or issues
• Represent the business at functions and report back on key findings and initiatives to the wider Sales team.
• Act as liaison for data vendors and other suppliers utilized by platform providers to ensure relevant information is being pushed out to platforms
• Leverage new and existing working relationships with platforms to satisfy requirements in light of the evolving regulatory back-drop.
• To support business development projects and new propositions, as required
Successful candidates will have:
• Undergraduate degree
• Experience of working with platform technology in Financial Services
• Experience in working with platform providers within a fund management business
• Good numeracy skills.
• Good IT skills / ability to use Microsoft Office and Excel.
• Communication skills with the ability to communicate effective - both written and verbally at all levels;
• Strong interpersonal skills;
• Ability to prioritise workload and adhere to deadlines;