Description

Job Description

Who we're looking for

We're looking for a self-motivated team player with excellent interpersonal skills, and a good understanding of the UK Institutional market. The role is to work within the UK Institutional Business Development Team with a particular emphasis on developing sales opportunities across Pensions and Insurance. To maximise new client mandates by leveraging industry knowledge, internal and external contacts, and consultant relationships.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents, and we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We are close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

What you'll do
This role has the following principal responsibilities:

• Work together with other senior members of the Business Development Team, and wider UK Institutional team, in developing and achieving new client mandate wins through a continued focus on the development of new sales opportunities.
• Increase corporate & market awareness for the business, including the promotion of Schroders at key industry conferences, events and roadshows as required across Pensions and Insurance sectors.
• Contribute to the team's prospecting activity. leverage existing and new relationships to widen the breadth of prospect relationships. Pro-actively work with the team to follow up any leads including securing further meetings when required.
• Work with other members of the UKI Pensions and Insurance team on RFP management and completion.
• To work with the Marketing team on marketing strategy agreed within UKI, including monthly newsletters and events.
• Coordinate and contribute to annual business strategy including coordination of business plans, channel insight / market segmentation and capability mapping.
• Support the organisation and review of client channel strategy - ensuring implementation as well as monitoring success against key criteria (inflows, asset class focus, quantity and quality of meetings etc.)
• Maintain and continually improve our collective CRM analysis and processes through working with colleagues in the client insights unit and BD team.
• Build broad relationships with investment teams across key desks as well as multi-sleeve teams (e.g. solutions, insurance solutions, multi-private solutions teams).

The knowledge, experience and qualifications that will help

• An understanding of intermediated and non-intermediated sales processes/cycles
• Strong preference for a candidate with significant industry experience, with exposure to an institutional sales environment
• A successful and demonstrable track record of delivery against targets across multiple channels
• A track record of development and delivery of new ideas into the market.
• A knowledge of the consultant market and the ability to develop and build relationships with intermediaries
• Intermediate skills with Office suite of products (strong PowerPoint skills including management of messaging and management of presentation process with marketing, studio and reprographics / AV team as needed)
• Strong verbal and written communication skills
• Investment Management Certificate required, CFA or CAIA preferred

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.