At a Glance
- Tasks: Join our team to build relationships and manage accounts in investment sales.
- Company: Albemarle Street Partners, part of WisdomTree, a leader in investment management.
- Benefits: Competitive salary, professional development support, and a collaborative work environment.
- Other info: Opportunity for growth and learning in a fast-paced, supportive team.
- Why this job: Kickstart your career in sales and investment management with real impact from day one.
- Qualifications: Bachelor’s degree and at least two years in a sales role required.
The predicted salary is between 54000 - 66000 £ per year.
Albemarle Street Partners, part of Wisdom Tree, is a discretionary investment manager providing financial advisers with model portfolios, multi-asset funds and centralised investment propositions.
We are seeking a candidate with at least one year of professional experience who is looking to build a long-term career in sales and account management.
As part of the rapidly growing Albemarle Street Partners business, within Wisdom Tree, this is an exciting opportunity to form an important part of the team from day one.
This role is ideal for an ambitious individual who is passionate about sales and relationship management.
The sales function at Albemarle is highly consultative and thoughtful; bringing new ‘Partners’ into the business takes time and requires a high level of focus and strong interpersonal skills to develop long- term relationships.
Within this multi-faceted role, you will be driven to deliver new leads whilst enjoying day-to- day account management, working closely with existing clients to answer queries and provide support.
Initially, the role will focus on developing your knowledge of ASPIM and supporting the Partnerships Team through meeting preparation, Salesforce management, and content delivery.
You will also have opportunities to identify and develop your own leads by attending industry events, managing follow-up activity and attending meetings.
Working closely with key stakeholders across marketing, portfolio management, and investments, this role is perfect for someone who will thrive in a collaborative, fast-paced environment as the business continues to launch new services and products.
- Key Accountabilities and Scope
- Selling Albemarle Street Partners’ multi-asset solutions, including our model portfolio solutions and multi-asset funds.
- Coverage of the South of England alongside senior team members, servicing new and existing clients.
- Working closely with the partnerships team to collaborate on key accounts and co-ordinate new business activity.
- Booking and attending new business meetings, initially alongside senior team members and eventually independently.
- Managing meeting follow-up and the sales process with leads.
- Building close relationships with financial adviser clients and prospects through high service levels.
Working closely with the portfolio management team to prepare proposals, comparisons and investment committee packs.
- Attending proprietary and industry events to represent Albemarle, to identify and develop your own leads.
- Attending industry events, following-up after and booking events.
- Within 6 months of being in the role, you will autonomously manage client accounts and pipeline conversion and become a key member of the partnerships team.
- Required Skills and Experience
- Bachelor’s degree required.
- At least two to three years’ experience in a sales team, including cold calling experience.
- Experience in investment management or asset management industry.
The ideal candidate will have a keen interest in investment management.
- Exceptional written and verbal communication skills.
- Strong analytical skills with a high attention to detail and accuracy.
- Proficiency in Microsoft Excel and Office tools.
- Passion for providing outstanding client service and developing long-standing professional relationships.
- Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously.
- Proactive, curious, and motivated to learn, the preferred candidate will have the ability to work independently in a fast-paced sales environment.
- The candidate will be supported in their study and completion of the Investment Management Certificate.
Desirable Skills and Experience
- Experience in Model Portfolio Services (MPS), multi-asset solutions, or a discretionary investment sales team.
- Strong understanding of the UK financial adviser and intermediary market.
- About Albemarle Street Partners
Albemarle Street Partners is a discretionary investment manager specialising in multi-asset investment solutions for financial advisers.
The firm works with advice businesses to develop and manage model portfolios, multi-asset funds and Centralised Investment Propositions (CIPs), combining a disciplined, data-led investment approach with dedicated adviser support.
Committed to creating enduring value for advisers and their clients, Albemarle Street Partners combines investment expertise with exceptional service, transparency and operational flexibility.
By developing a deep understanding of each advice business it partners with, the firm provides tailored support, timely investment insights and the confidence advisers need to deliver consistent long-term outcomes for their clients.
Albemarle Street Partners is now part of Wisdom Tree, further enhancing its investment capabilities and resources.
About Wisdom Tree
Wisdom Tree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products.
Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses.
Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience.
Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, Wisdom Tree Connect™, blockchain-native digital wallet, Wisdom Tree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.
S. farmland platform.
Work Smart
Headquartered in New York City, Wisdom Tree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness.
Within this role, you should expect to attend the office around 3 days per week to aid your learning and development, working closely with the team.
Mission, Vision & Values
Wisdom Tree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance.
Wisdom Tree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team .
We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
These tools assist our recruitment team but do not replace human judgment.
Final hiring decisions are ultimately made by humans.
If you would like more information about how your data is processed, please contact us.
Investment Partnerships Associate in London employer: Wisdomtree UK
WisdomTree is an exceptional employer that fosters a collaborative and empowering work environment, particularly in our vibrant Soho office in London. With a commitment to employee growth and a flexible 'Work Smart' philosophy, we provide opportunities for professional development while supporting a diverse team of innovators dedicated to transforming the financial landscape. Join us to be part of a forward-thinking company that values transparency, accountability, and excellence in everything we do.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Partnerships Associate in London
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We think you need these skills to ace Investment Partnerships Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Wisdomtree UK.
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How to prepare for a job interview at Wisdomtree UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Wisdomtree UK.
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Wisdomtree UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
