Sales Support Specialist, Charities

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

The Role

To work as part of the sales support team, providing proactive support and sales enablement on behalf of the UK Charities Distribution team. The candidate will work closely with the key stakeholders of Rathbone Asset Management and Rathbone Investment Management, including the Head of Charities within Distribution, Investment/fund managers, marketing, operations and compliance teams, to help achieve the sales targets and business objectives.

Outcomes of the Role

• Work with the Head of Charities and their Sales team, to execute the sales strategy for new and prospective Charity and Endowment clients, providing an exceptional level of service to internal and external stakeholders.
• Proactively follow-up sales activities and marketing campaigns generated by the sales directors.
• Act as the initial escalation point for client and consultant queries, including complex enquiries.
• Work with key stakeholders to plan and organise client meetings, including preparation and delivery of client presentation materials and sales collateral.
• Maintain a high level of technical, product, market and regulatory knowledge (including ESG) so that you understand how regulation impacts Charity clients, and our business.
• Work with key stakeholders, including the product specialists and Greenbank, to create and maintain standard sales messages for Rathbones products and services.
• Work with the Proposal team to oversee due diligence and RFI requests.
• Identify and undertake research on given topics, interrogate and collate data, MI and competitor analysis.
• Provide support and expert assistance with systems and processes including CRM (Salesforce), Seismic and other relevant content and servicing tools.
• Work with the Proposition Product and Marketing teams to successfully support the launch of new products and services.

Knowledge & Experience

• Detailed understanding of the products and services Rathbone Asset Management and Rathbone Investment Management provide for Charities.
• Strong time management and prioritisation skills.
• Ability to develop & maintain positive working relationships.
• Robust analytical skills.
• Systems competence – demonstrates competence in using Company systems including Salesforce.
• Solid understanding of the regulatory and competitive environment in which we operate.
• Have experience working in a similar role in Financial Services, the Investment or Wealth/Asset Management industry.
• Have experience working with Charity clients so that you understand their investment needs.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us to let us know what adjustments you may need.