At a Glance
- Tasks: Drive outreach and build relationships in the UK wealth and wholesale market.
- Company: Boutique investment management firm with a collaborative culture.
- Benefits: Ownership of your channel, strategic influence, and a dynamic work environment.
- Other info: Equity-focused recruitment process ensuring fairness for all applicants.
- Why this job: Shape business development strategies and make a real impact in the investment landscape.
- Qualifications: 7+ years in investment management sales and a strong network in UK wealth management.
The predicted salary is between 60000 - 80000 £ per year.
A boutique investment management firm is looking for an experienced business development professional to expand its presence across the UK wealth and wholesale market. This is a senior, client-facing role with a strong emphasis on relationship building and asset raising, alongside a meaningful strategic remit.
The position offers the opportunity to take genuine ownership of a channel, shaping how the firm approaches and prioritises the market while driving commercial outcomes.
Key responsibilities:- Driving proactive outreach and developing relationships across the UK wealth and wholesale landscape
- Focusing on discretionary wealth managers, engaging with investment managers, research teams and investment committees
- Building and managing a robust prospect pipeline, converting relationships into funded mandates
- Contributing to and influencing business development strategy, including market mapping, segmentation and coverage approach
- Overseeing the day-to-day BD process, working collaboratively with existing internal resources
- 7+ years’ experience in investment management sales or business development
- Strong, established network within UK wealth management, with the ability to generate access independently
- Demonstrable track record of raising assets within institutional and/or wealth channels
- Experience operating at a strategic level, shaping BD initiatives rather than purely executing against them
- A self-starter who thrives in an entrepreneurial, boutique environment and values a collaborative culture
- Familiarity with and ability to represent a fundamental, bottom-up investment approach
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Sales Manager - Wholesale Market in London employer: Leverton Search
As a boutique investment management firm, we pride ourselves on fostering a collaborative and entrepreneurial work culture that empowers our employees to take ownership of their roles. With a strong emphasis on professional growth, we offer tailored development opportunities and the chance to shape strategic initiatives within the UK wealth and wholesale market. Our commitment to equity and inclusivity ensures that every team member feels valued and supported in their career journey.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Manager - Wholesale Market in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the UK wealth and wholesale market. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential clients or partners, make sure to highlight your experience and successes in raising assets. Share specific examples of how you’ve driven business development strategies in the past – this will help you stand out from the crowd.
✨Tip Number 3
Be proactive! Don’t wait for opportunities to come to you. Reach out to discretionary wealth managers and investment committees directly. Craft personalised messages that show you understand their needs and how you can help them achieve their goals.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure your application reflects your passion for the role and the unique skills you bring to the table. Let’s make this happen together!
We think you need these skills to ace Sales Manager - Wholesale Market in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Sales Manager role. Highlight your experience in investment management sales and any relevant achievements that showcase your ability to build relationships and raise assets.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this boutique environment. Share specific examples of how you've driven business development and shaped strategies in the past.
Showcase Your Network:Since this role requires a strong network within the UK wealth management sector, don’t forget to mention your connections. Talk about how you’ve leveraged these relationships to achieve results in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Leverton Search
✨Know Your Market Inside Out
Before the interview, dive deep into the UK wealth and wholesale market. Familiarise yourself with current trends, key players, and recent developments. This will not only show your genuine interest but also help you engage in meaningful conversations about how you can contribute to the firm's strategy.
✨Showcase Your Network
Since this role emphasises relationship building, be ready to discuss your established network within the UK wealth management sector. Prepare specific examples of how you've leveraged these connections to drive business outcomes in the past. This will demonstrate your ability to generate access independently.
✨Highlight Strategic Thinking
This position requires a strategic mindset, so come prepared to discuss how you've shaped business development initiatives in previous roles. Think of examples where you've influenced market mapping or segmentation strategies, and be ready to share your thought process behind those decisions.
✨Emphasise Collaboration
Given the collaborative culture of the firm, be sure to highlight your experience working with cross-functional teams. Share stories that illustrate your ability to work alongside investment managers and research teams, showcasing how you’ve contributed to successful outcomes through teamwork.
