Purpose of the role
The primary purpose of this role is to positively position various Man products across the institutional investor channel, including public and corporate pension plans, endowments, foundations, and family offices. The focus will be on relationship development and management of influential decision-making contacts at allocator firms, including:
- All aspects of the promotion and servicing of existing allocations in the entire range of Man’s investment products and solutions
- Implementation of coverage strategy in coordination with senior team leader for targeted clients
Specific responsibilities
- Identify, develop, and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds, Endowments, Foundations and Family Offices)
- Structured management of designated accounts: this will involve prioritization of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunities
- Contribute to the development of the overall institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales set
- Conduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise, and relevant information
- Carry out final presentations in conjunction with Portfolio Managers
- Manage on-going relationships with new and existing clients
- Organize and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
- Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner
- Manage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategy
- Report on all activity to senior management in an agreed format and within established timeframes
Key competencies
- 4-7+ years of investment management industry experience and 1-3+ years of direct selling experience within the institutional channel
- Excellent organizational and time management skills to succeed in an intense, fast paced environment
- Ability to take ownership and work independently as well as on a team
- Proven proficiency in problem resolution and demonstrated initiative
- Professional oral and written communication skills
- Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
- Superior attention to detail
- Successful completion of all qualifications, licenses, tests and other requirements required by any regulatory authorities (Series 7, 3, 63)
Our Culture, Values and Benefits at Man
Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter.
Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.
We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com.
