Senior Client & Sales Support Manager

Location: London, GB

Company: CLFIS Limited

Description: Keyridge Asset Management is a global investment manager backed by Great-West Lifeco, a Canadian-headquartered $3 trillion financial services group. With over £135 billion in assets under management and a team of 300+ professionals, we deliver innovative, tailored investment solutions across public and private markets. Keyridge was formed by a merger of Irish Life Investment Managers (ILIM), Setanta Asset Management, and Canada Life Asset Management’s (CLAM) equity and multi-asset business under one legal entity in October 2025. Operating across the UK, Europe, and North America, Keyridge empowers institutions and wealth managers to navigate market complexity with clarity and confidence, helping them deliver long-term value to their stakeholders. The leadership of Keyridge Asset Management has determined that the UK market constitutes a key strategic growth opportunity over the next ten years.

What You’ll Do

• Leadership
  • Input to and execute on the vision, strategy, and operating model for the sales support function across all distribution channels in the UK.
  • Lead, coach, and develop a team of sales support professionals, ensuring clear objectives, performance standards, and career development paths.
  • Act as a key partner to senior sales leaders, marketing, investment teams, and client servicing to drive a cohesive go to market approach.
  • Continuously enhance the quality, responsiveness, and efficiency of sales support, using KPIs and feedback to drive improvements.
• Sales Support Management
  • Oversee the end to end management of sales support activities, including preparation and quality control of pitchbooks, presentations, and sales collateral.
  • Lead management, pipeline tracking, and reporting through the CRM.
  • Meeting preparation and follow up (briefing notes, materials, minutes, actions).
  • Proposal/RFP and DDQ coordination and production (leveraging the RFP team elsewhere in Keyridge).
  • Fund and competitor analysis.
  • Responsible for making and driving effective use of sales enablement tools and data sources (e.g. Financial Clarity and other market intelligence platforms) to support opportunity identification, inform panel creation and reviews, and provide actionable insights to the sales team.
  • Ensure all client facing materials are accurate, compliant, on brand, and tailored to client segment and geography.
  • Implement and maintain standardised processes and templates to ensure consistency and scalability.
• CRM, Data, and Reporting
  • Own the day to day operation and data integrity of the sales CRM from a business perspective, working closely with Technology and Data teams.
  • Define and track key distribution KPIs (e.g. activity levels, pipeline conversion, hit rates, retention metrics) and provide regular, insightful reporting to senior management.
  • Drive adoption and best practice use of the CRM and associated tools by the sales teams.
• Collaboration and Stakeholder Management
  • Work jointly with Marketing to coordinate campaigns, events, and content distribution, ensuring alignment with sales priorities and pipeline.
  • Partner with investment teams to ensure the sales support function understands the firm’s strategies, investment processes, and performance drivers, enabling credible client materials.
  • Collaborate with Compliance, Legal, and Risk to ensure that all sales materials and processes meet regulatory and internal standards.
• Continuous Improvement and Change
  • Identify opportunities to automate and streamline sales support activities (e.g. content libraries, pitch automation tools, RFP software).
  • Lead or contribute to distribution related projects such as new product launches, entry into new markets, or system upgrades.
  • Establish feedback loops with sales and clients to refine materials, messaging, and processes.

Who You Are

• Experience
  • Significant experience in asset management or a closely related financial services environment.
  • Proven track record in sales support, distribution operations, client service, or sales management within an investment firm.
  • Demonstrable experience in building and leading a team, including recruitment, performance management, and coaching.
  • Strong familiarity with institutional and/or wholesale distribution channels and their respective requirements (RFPs, due diligence, reporting).
  • Hands on experience with CRM platforms (e.g. Salesforce, Microsoft Dynamics) and sales reporting.
• Knowledge and Skills
  • Solid understanding of investment products (e.g. UCITS funds, segregated mandates, multi asset, equities, fixed income, alternatives) and the broader asset management value chain.
  • Excellent written and verbal communication skills, with the ability to translate complex investment concepts into clear, client friendly language.
  • Strong organisational skills with the ability to manage multiple priorities, deadlines, and stakeholders.
  • High level of numeracy and attention to detail; confident interpreting performance, risk, and portfolio data.
  • Comfortable working with data and MI; able to produce and explain management reports and dashboards.
• Personal Attributes
  • Commercially minded and client focused, with a strong sense of ownership and accountability.
  • Collaborative and influential, able to build strong relationships across sales, investments, marketing, operations, and senior management.
  • Pragmatic and solutions oriented, with a continuous improvement mind set.
  • High integrity, professionalism, and a strong appreciation of regulatory, compliance, and conduct requirements.
• Qualifications
  • Degree or equivalent experience in finance, economics, business, or a related discipline.
  • Professional qualifications (e.g. CFA, IMC, CISI, CAIA) are advantageous but not essential.

Benefits

Benefits of working at Keyridge: competitive salary and benefits package including pension, bonus, income protection, private medical insurance and life assurance. Other benefits and development opportunities are available.

How we work

Our culture focuses on doing the right thing for our people, customers and community. We encourage curiosity, ownership, collaboration, and a path to growth. We offer training, flexible working, and development opportunities.

Diversity and inclusion

We are committed to building an inclusive workplace with a diverse workforce where everyone can belong and achieve their potential. We support flexible working arrangements including part-time roles where needed.