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About the Role

The Sales Strategist will support the development and execution of our sales strategy across market channels, acting as a key subject matter expert on investment management trends and issues in the pensions and wealth management sectors. This role involves engaging with internal stakeholders and supporting client and prospect engagement, working closely with senior strategists, sales executives, and relationship management teams to drive sales execution.

Responsibilities

Support development of client channel strategies across UK and Europe.
Prepare market, competitor, and client insights for strategy and sales planning.
Contribute to identification and analysis of growth opportunities.
Coordinate content and materials for client and consultant meetings.
Maintain and enhance sales tools and collateral.
Support preparation for reviews and pipeline discussions.
Work with Product, Marketing, Investment, Legal/Compliance, and Operations.
Assist senior strategists in multi-stakeholder workstreams.
Prepare materials and assist with follow-ups for internal governance forums and boards.

Requirements

5+ years’ experience in an investment management firm or consultancy.
Familiarity with investment management client channels.
Highly organised and proactive.
Strong analytical and presentation skills.

Skills

Investment management trends
Pensions (DB&DC) sector knowledge
Wealth management sector knowledge
Client engagement
Sales strategy development
Market insights
Competitor analysis
Sales planning
Content coordination
Sales tools maintenance
Cross-functional collaboration
Governance support
Process support
Analytical skills
Presentation skills

Location

Europe

Work Type

Full-time

Experience Level

5+ years

Education Level

Working towards or completion of the CFA is preferred.

Benefits

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

Equal Opportunity

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.