At a Glance
- Tasks: Identify potential clients, manage relationships, and host meetings to drive MPS growth.
- Company: Fundhouse, part of Mercer, focuses on delivering high-touch services in financial advisory.
- Benefits: Enjoy professional development opportunities and a vibrant, inclusive culture.
- Other info: Frequent travel is required; a driving license is necessary.
- Why this job: Join a dynamic team dedicated to enhancing client experiences in the MPS sector.
- Qualifications: Experience with financial advisers and MPS clients is essential for this role.
The predicted salary is between 50000 - 60000 £ per year.
Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development, the successful candidate will act as a key point of contact and maintain and service relationships with new and existing clients, delivering an industry-leading, high-touch service. You will also acquire, develop, and manage relationships with new prospects to support the growth of our MPS offering. The role involves frequent travel to meet clients and host events, therefore access to a car/driving license is essential.
Responsibilities
- Identify and reach out to potential clients, respond to inbound leads, arrange introductions, host meetings and ensure timely follow‑up to progress opportunities through to conversion.
- Collaborate or lead on business development webinars and regional events.
- Maintain comprehensive knowledge of Fundhouse’s services, investment solutions, and market views.
- Host virtual and in‑person meetings with support from the Investment Management team as needed.
- Demonstrate market knowledge and an understanding of asset allocation, fund research, and portfolio construction.
- Prepare and update presentation decks, RFPs, brochures, proposals, and articles tailored to client needs and market demand.
- Participate in project‑based initiatives and internal MPS forums focused on enhancing client experience and business development.
- Focus on problem‑solving and delivering practical solutions.
Qualifications
- Prior experience working with financial advisers and MPS clients.
- Experience in relationship management, prospecting, and service delivery.
- Ability to demonstrate an understanding of markets and portfolios, and an interest in staying informed on current team perspectives and broader market developments.
- Excellent interpersonal skills, a proactive mindset, and the ability to engage confidently with a diverse range of clients.
- Driven, client‑focused, ambitious, and comfortable working both independently and as part of a team.
- Brand and values alignment, with a desire to positively impact clients’ lives and act as an ambassador for Fundhouse.
- Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients.
- Aware of compliance responsibilities and professional standards.
What Makes You Stand Out
- Prior experience managing client relationships and prospecting.
- Excellent people skills, ethics, and a desire to build lasting client relationships.
- Highly motivated to drive the growth of the MPS business.
Benefits
- Professional development opportunities, interesting work, and supportive leaders.
- Vibrant and inclusive culture with talented colleagues to create new solutions and have impact for clients and communities.
- Career opportunities and benefits that enhance well‑being.
Equal Opportunity Employment: Marsh is an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. We embrace a diverse, inclusive and flexible work environment. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Business Development Manager - MPS in City of Westminster employer: MARSH LLC.
Fundhouse, located nationwide, offers a vibrant culture and professional development opportunities. The team is committed to creating impactful solutions for clients and communities, fostering an inclusive environment.