Jobs
>
London

    Business Development Manager, UK Wealth - London, United Kingdom - Wellington Management Company, LLP

    Wellington Management Company, LLP
    Wellington Management Company, LLP London, United Kingdom

    1 week ago

    Default job background
    Full time
    Description
    About Us

    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

    About the Role

    Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.2trn in assets under management as of 31 March 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

    The Position

    We are currently seeking to recruit a Business Development Manager to join our UK & Ireland Sales & Relationship Management team. Working closely with the Head of UK & Ireland Distribution, this individual will play an important role in driving growth across Wellington's full product suite with Financial Intermediaries in the UK.

    Responsibilities

    Responsibilities will include:
    • Working in close partnership with the Head of Distribution to execute the UK wealth management sales strategy with local intermediaries;
    • Providing dedicated client coverage, focused on driving growth across funds/strategies, in line with business priorities;
    • Contributing to the team's collaborative approach to relationship building with strategic distribution partners, including identifying, developing, and nurturing key contacts;
    • Managing and developing existing client relationships, highlighting key focus funds/strategies, contributing to building buy list positions, and identifying new opportunities to partner with key firms;
    • Contributing to the development of wider industry relationships with influencers within the Wealth Management & Advice channel, e.g. trade bodies/ratings agencies;
    • Recording and maintaining all significant client contact, and managing pipeline updates, on Salesforce, and ensuring that notes are captured accurately;
    • Partnering closely with Marketing and PR colleagues to ensure that local marketing and sales strategies are closely aligned, and contributing to the continued growth in brand awareness;
    • Providing guidance and direction to Business Development Associates and Relationship Analysts;
    • Actively contributing to team sales meetings, strategy planning and development.
    • Traveling within the UK to support the team's distribution effort with key accounts, contributing to client events, roadshows, and education.
    Qualifications

    The successful candidate is likely to:
    • Have 10+ years of relevant industry experience, working closely with advisers and wealth managers in the UK. This should include 3-5 + years' experience in a business development role;
    • Have a demonstrable track record of successfully developing and managing a network of client relationships within the UK distribution market;
    • Have a comprehensive understanding of competitors, products, key market trends, UK infrastructure (platforms and data vendors), and industry developments;
    • Demonstrate an in-depth knowledge of financial markets, and an ability to influence through a content-led, consultative sale approach;
    • Be action orientated, accountable, committed, driven and self-motivated, with excellent communication and team working skills;
    • Have the ability to prioritise, focus, eliminate roadblocks and execute a sales strategy in a timely manner.
    • Demonstrate a high level of integrity and trust, and a client centric focus;
    • Have a strong academic background, including an undergraduate degree. A relevant professional qualification (e.g. IMC, CFA) or progress towards one, is preferred.
    Please note that we are only able to respond to successful applicants.

    Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

    As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
  • Financial Divisions

    Wealth Manager

    1 week ago

    Financial Divisions London, United Kingdom

    My client is a high-end Investment Brokerage who are currently experiencing an exciting period of rapid growth and are looking to add a Wealth Management arm to their successful business. The firm offer professional and collaborative environment and dealUHNW City professionals. · ...

  • Arbuthnot Latham

    Wealth Management

    23 hours ago

    Arbuthnot Latham London, United Kingdom

    *** · - This is a temporary position to support the Wealth Management function by providing high quality and effective administrative support.**Key Responsibilities** · - Track all client documentation and data entry ensuring client records are maintained, accurate and in good or ...

  • Arbuthnot Latham

    Wealth Management

    23 hours ago

    Arbuthnot Latham London, United Kingdom

    *** · **Job Purpose** · - To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.**Ke ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    5 days ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Primary Function**: · The role will be a member of the Investment & Research Team within Wealth Management Investment Solutions. The Investment and Research team has the overall responsibility for enhancing investment process and coordinating investment research efforts to gain ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    3 days ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportuni ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    23 hours ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportuni ...

  • mbf.

    Wealth Management Administrator

    1 day ago

    mbf. London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...

  • Barclays

    Wealth Management Associate

    1 week ago

    Barclays London, United Kingdom

    **Wealth Management Executive** · **London** · As a Barclays Wealth Management Associate, you will work closely with Wealth Managers and support them with the investment-led activity. You will be actively seeking new clients and opportunities that will contribute towards the grow ...

  • Artemis Recruitment Consultants Ltd

    Wealth Management Administrator

    1 week ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    Financial Services · London · 17/02/2023 · Type of Position: Wealth Management Administrator - London · Pay: £25k+ · **Wealth Management Administrator - London**: · Our client is looking for a Wealth Management Administrator to join their team in Mayfair, London. · **Key Responsi ...

  • Oliver James

    Assistant Manager Wealth

    1 week ago

    Oliver James London, United Kingdom

    A global corporate business is recruiting for an opportunity to join their Wealth & Asset Management Financial Accounting Advisory Services team as an Assistant Manager. This growing team will advise and assist with regulatory and financial reporting changesand implementations, a ...

  • Artemis Recruitment Consultants Ltd

    Associate Wealth Manager

    1 day ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. · **The Role - Trainee Associate Wealth Manager**: · Duties include but are not exclusive to: · - Attend Client Meet ...

  • eFinancialCareers

    Wealth & Asset Management

    2 hours ago

    eFinancialCareers London, United Kingdom

    **Wealth & Asset Management Consultant** · A technology services leader searching for the UK's best **Wealth & Asset Management Consultants.**These opportunities are at all levels and as a result the client can offer both excellent professional and financial incentives for anyone ...

  • MB Fitzgerald

    Wealth Management Administrator

    1 week ago

    MB Fitzgerald London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...

  • eFinancialCareers

    Wealth Management Director

    1 week ago

    eFinancialCareers London, United Kingdom

    My client is an exceptional boutique Financial Planning & Wealth Management firm holding Charted status through the CII and with in excess of £500m in AUMs within 280 individual clientand family portfolios. Each and every clients portfolio is individuallytailored to match the exa ...

  • Burgh Recruitment Ltd (Financial Services)

    Wealth Management Administrator

    1 week ago

    Burgh Recruitment Ltd (Financial Services) London, United Kingdom

    **Wealth Management Administrator** · **Location: London/Hybrid** · **Salary: up to £40k + Bonus** · **Hours: Full time** · An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise ...

  • Pinnacle Wealth Management

    Wealth Management Assistant

    3 days ago

    Pinnacle Wealth Management London, United Kingdom

    **Main Purpose **The main purpose of this role is to provide comprehensive organisational and administrative support to an Adviser within Pinnacle Wealth Management. · This is not your average Assistant role, it has an element of a typical Personal Assistant role plus a heavily i ...

  • Burgh Recruitment Ltd (Financial Services)

    Wealth Management Administrator

    1 week ago

    Burgh Recruitment Ltd (Financial Services) London, United Kingdom

    **Wealth Management Administrator** · **Location: London - City** · **Salary**:£28,000 - £34,000 per annum (DoE)** · **Hours: Full-Time, opportunity for some hybrid working** · **Working as part of the team at an Appointed Representative of St. James's Place Plc.** · You will be ...

  • Barclays

    Wealth Management Associate

    1 week ago

    Barclays London, United Kingdom

    **Wealth Management Associate** · **London** · As a Barclays Wealth Management Associate, you will be assisting the Wealth Managers when acting as trusted advisors to clients, with the primary focus being to actively seek opportunities that will contribute towards the growth of t ...

  • Financial Divisions

    Wealth Management Administrator

    5 days ago

    Financial Divisions London, United Kingdom

    **Plus bonus and excellent benefits** · **The Opportunity** · Our client is the financial planning arm of well established, highly respected and recognised Charted Accountancy firm, established a number of years and has a large, loyal client base that are professionally managed t ...

  • Clearwater Wealth Management

    Wealth Management Administrator

    1 week ago

    Clearwater Wealth Management London, United Kingdom

    Clearwater is a leading wealth management business in London. We are professional and agile. · Our work environment includes: · - Modern office setting · - Growth opportunities · We are recruiting for a **Wealth Management Administrator **to join an established Practice of St. Ja ...