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- Tasks: Lead the launch of innovative retail investment products and manage key partnerships.
- Company: Join Milliman, a global leader in financial risk management with a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for travel across the UK.
- Why this job: Make a real impact in the UK retail advice market and shape the future of investment products.
- Qualifications: Experience in asset management sales and strong relationship-building skills required.
- Other info: Dynamic role with excellent career growth potential in a fast-paced environment.
The predicted salary is between 72000 - 108000 ÂŁ per year.
We are looking for a motivated and successful professional to drive our new initiative for the UK new retail advice market. The initial offering plans to be a Milliman-sponsored product that will make use of the support of various external outsourced service providers. This is to include a firm that provides sales distribution support, a firm that provides market access and market research data services, a firm that provides risk profiling of fund products, and an outsourced ACD firm to employ Milliman Financial Strategies Ltd as an investment manager.
The role will involve both coordinating relationships with these external parties, and leading the distribution and marketing efforts, while utilizing the support of the external distribution and marketing service providers. This includes being the primary Milliman contact in sales and marketing meetings and events, and acting as the market-facing contact for the new product. You will have the support of the technical leads within Milliman, as and when needed. You will also need to comply with Milliman’s regulatory and governance requirements.
We also have a number of discussions with external asset manager prospective partners that could also lead to additional joint venture initiatives for new products. Your role could also involve participation and support in these discussions, as needed.
You Will
- Work with Milliman technical leads to gain a thorough understanding of the Milliman product/strategy
- Lead the creation of marketing materials to support the product
- Lead the interactions with distribution and marketing external parties
- Utilize the tools, resources and services provided by the distribution and marketing external parties
- Attend meetings and events organized through the distribution and marketing external parties
- Lead the market awareness campaign for the Milliman product and brand
- Represent the firm at adviser conferences, events, roadshows, and lead investor-adviser meetings.
- Lead relationships with adviser firms and parts of the adviser value chain
- Lead, manage and coordinate outsourced service providers (e.g., sales/distribution agencies, platform access services, market-research/risk-profiling firms) to ensure efficient routing, compliance, reporting and execution.
- Lead the production of reporting that provides key internal Milliman stakeholders with progress updates
- Become a Certified Function holder under FCA regulation
- Be willing to travel throughout the UK as of the role
Requirements
- Preferred Backgrounds
- Experience in multi‑party fund solutions or joint ventures between asset managers and service providers.
- Prior roles in product strategy or business development within asset or wealth management firms.
- Job Knowledge Required
- A bachelor’s degree in business, finance, economics or similar degree required
- Char PFS or equivalent qualification
- Extensive experience in UK asset management sales / distribution (preferably distributing funds: unit trusts, OEICs, hedge funds MPS & multi‑asset solutions).
- Significant track record of selling into UK regulated adviser / intermediary channel sales, platform distribution and / or wholesale fund channels with a proven success in generating new adviser relationships, securing platform listings, achieving AUM growth and delivering against sales targets.
- Experience in managing external distribution / outsourced partners
- Deep understanding of the UK retail advice ecosystem (IFAs, adviser networks, platforms, DFMs, ACDs, product governance requirements, and client suitability processes).
- Proven track record leading or significantly contributing to distribution strategies in retail investments, platforms, or fund management and having oversight or creation of marketing campaigns for financial products, ideally regulated investment propositions.
- Experience of working with or coordinating multiple external providers (e.g. distribution partners, ACDs, risk profilers, marketing agencies, data providers).
- Experience and Soft Skills Required
- Strong product knowledge of retail investment products including derivatives‑based strategies
- Technical understanding of the derivatives, fund governance, and platform markets.
- An understanding of UK financial services regulation, especially as it relates to fund distribution, platforms, advisers and product governance.
- Deep understanding of the retail advice process
- Experience working with marketing, product and investment teams to build & launch fund propositions.
- A proven track record of undertaking high‑level discussions with distribution partners, asset managers, and adviser networks
- Strong interpersonal skills that build trust and long‑term partnerships with advisers and distributors.
- Articulate and persuasive in delivering presentations, attending panels at conferences and being the spokesperson of the organisation.
- An ability to translate technical product features into client and market benefits.
- A proven track record of driving measurable outcomes such as market traction, adviser engagement, and distribution growth
- Excellent relationship builder with senior level contacts across adviser networks, platforms and asset managers
- The ability to structure and evaluate JV or co‑branded initiatives with external managers & build and maintain strong relationships with key external distribution partners: adviser networks, IFA firms, aggregators / consolidators, discretionary fund managers (DFMs), platforms, asset managers.
- Exceptional communication skills (verbal and written) with the ability able to clearly and quickly communicate ideas and recommendations verbally, and in writing, to present to adviser audiences, boards, internal stakeholders
- Proven relationship management skills
- Ability to multitask and thrive in a fast‑paced environment
- Maturity, good judgment, and a professional demeanor
Additional Knowledge and Skills to Build
- Ability to develop thought leadership in areas of expertise
- Strategic thinker with strong commercial acumen.
- Good understanding of CRM systems and tracking tools (Salesforce or similar).
About Us
Milliman Financial Risk Management is a global leader in financial risk management for the retirement savings industry, providing investing advisory, hedging and consulting services to a broad range of global insurance, pension and investment fund clients, and on over $182 billion in global assets (as of September 30, 2024). Milliman Financial Risk Management is made up of 3 global regulated entities based in Chicago, London and Sydney. The role is to be based in London and employed into the FCA‑regulated entity Milliman Financial Strategies Ltd. Milliman Financial Strategies Ltd is responsible for monitoring risk and executing trades for the European exposures of Milliman FRM’s global hedging clients, during European market hours. In Europe, Milliman Financial Strategies Ltd has primarily focused on providing services to institutional insurance clients. Milliman Financial Strategies Ltd is now intending to develop some new fund product offerings in the UK retail advice market that will utilize similar hedging strategies offered by our global fund services business in the US and Australian markets. Globally Milliman FRM manages derivative based hedges in investment funds of over $50 billion in global assets, with a live track record of over 10 years in the US.
Head of UK Adviser Services employer: Milliman Ireland
Contact Detail:
Milliman Ireland Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of UK Adviser Services
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, conferences, and meet-ups where you can chat with potential employers and other professionals. Building relationships can open doors that a CV just can't.
✨Show Off Your Expertise
When you get the chance to meet someone from a company you're interested in, don’t hold back! Share your insights on the UK retail advice market and how you can contribute to their initiatives. This is your moment to shine and show them what you bring to the table.
✨Follow Up Like a Boss
After meeting someone or attending an event, drop them a quick email to say thanks and remind them of your conversation. It keeps you fresh in their mind and shows your enthusiasm for the role. Plus, it’s a great way to build that all-important rapport!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search. Let’s get you on board!
We think you need these skills to ace Head of UK Adviser Services
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand the role inside out. Dive into the job description and highlight key responsibilities and requirements. This will help you tailor your application to show how you fit the bill.
Be Authentic: We want to see the real you! Don’t just regurgitate your CV; share your unique experiences and insights that relate to the role. Use a conversational tone to make your application stand out and feel personal.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your skills. Use numbers and examples to illustrate how you've driven results in previous roles, especially in sales and marketing.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Milliman Ireland
✨Know Your Product Inside Out
Before the interview, make sure you have a solid understanding of Milliman's products and strategies. Familiarise yourself with the specifics of the UK retail advice market and how Milliman's offerings fit into it. This will help you articulate your thoughts clearly and demonstrate your expertise.
✨Build Relationships with External Partners
Since the role involves coordinating with various external service providers, think about how you can showcase your relationship-building skills. Prepare examples of past experiences where you've successfully managed partnerships or collaborations, and be ready to discuss how you would approach these relationships at Milliman.
✨Prepare for High-Level Discussions
Given the need for high-level discussions with distribution partners and asset managers, practice articulating complex ideas in a simple way. You might want to prepare a few key points on how you would translate technical product features into market benefits, as this will likely come up during the interview.
✨Showcase Your Marketing Savvy
As you'll be leading marketing efforts, think about successful campaigns you've been part of in the past. Be prepared to discuss your approach to creating marketing materials and leading awareness campaigns, especially in the context of financial products. Highlight any experience you have with CRM systems like Salesforce, as this could be a plus.
