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Job description:
Job Title: Business Development Director, Global Financial Institutions
Department: Group Distribution
Location: London
Contract Type: Perm
The Role
To lead and coordinate the firm’s efforts to distribute RAM funds and services to financial institutions globally. This role is senior and strategic, involving a mix of client relationship management, sales leadership, and business development.
This strategic role requires coordination across the RAM business working with various departments to build a GFI business both in London and across the Globe to capture cross border market opportunity.
The role focusses on high value client relationships with multinational organisations, who require a high level of service, information and innovation both in the UK and Internationally.
The role will also require integration with senior leadership teams and business partners at both Rathbones and our key GFI clients.
Outcomes of the Role
- Strategic development. To collaborate with senior management and distribution teams to build and execute strategic initiatives as we build a GFI business and expand our distribution footprint globally.
- Strong Investment Acumen – an institutional level understating of investments and an ability to clearly articulate this to clients and drive investment solutions to meet their needs
- Contribute to the overall RAM sales targets and contribute new revenue streams.
- Acquire, manage and deepen relationships with global financial institutions such as banks, insurance companies, pension funds, sovereign wealth funds, and other asset owners.
- Serve as the key point of contact for institutional clients across geographies.
- Central and regional coordination to work with Head offices, primarily but not exclusively in London to build panel presence and then to coordinate across regional offices on a global basis.
- Executive engagement. To work with senior leadership at Rathbones and connect to senior leaders at these institutions to facilitate closer relationships and engagement. This will require planning and briefings of a detailed level to ensure opportunities are maximised and.gain a comprehensive understanding of the adviser's business model, identify and then deliver any appropriate support.
- Proactively respond to sales leads in a timely manner. Build pipelines and oversee and manage the RFP process, pitches, and onboarding of new clients.
- Committee / Exco engagement. Work with various committees to provide intelligence and client requirements for this channel, including investment requirements, product and operations.
- Regulation, In all aspects of the role adhere to current regulations and compliance frameworks.
- Industry knowledge to maintain a highly level of service and communication and be able to response to new opportunities and trends in the market
- Maintain a close working relationship to fund management teams for high proficiency of fund and investment market knowledge.
Knowledge, Skills and Experience
- Has built a business of GFI clients, has an institutional quality go to market approach, including deep investment understanding.
- Commercial and demonstratable experience of building investment solutions or patterns with GFI’s
- Relationship skills and ability to deal with multi-layered contacts at complex and large organisations.
- Data management. Build and maintain data’ on clients and create dashboards to monitor and gain intelligence and progress opportunities, using Salesforce, internal data and 3rd party tools
- Co-ordination and project management skills to ensure client service excellence both in build mode and maintenance.
- Investment Management Certificate as a minimum relevant Industry qualification
