Investment Sales Director

3 hours ago

Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time
About Us

Titan Wealth Holdings Limited is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the evolving needs of our clients. Our strategy is to deliver modular, incremental services that enable our clients to adapt their business models as they see fit. As part of this approach, we actively acquire UK-based asset managers and other wealth-related businesses to enhance our capabilities and expand our reach.

Titan Private Wealth is a well-established independent investment management business that provides portfolio management and stockbroking services to private clients. With a full in-house back office, research, and support teams, we are committed to delivering an exceptional level of service to our clients, which is achieved through the development of long-term and trusted relationships. Our investment management arm, Titan Private Wealth, was recently rebranded from Cardale and has been in operation since 2003, with a presence in Harrogate.

The Role

The TPW Head of Investment Management (Sales focus) will play a critical role in driving our future growth ambitions by leading the development of our IM business strategy and overseeing revenue drivers. As a member of the Executive Leadership team of TPW, this role will report to the Titan Wealth Group Sales Director and have a dotted line into the TPW CEO. The post holder will be required to spend at least 2-3 days a week in our Harrogate office to be visible to the team and will occasionally travel to our Peterborough and London offices.

Key Responsibilities
  1. Develop and implement a proactive GTM strategy to drive sales initiatives, deploying additional capital and driving the performance and growth of the business.
  2. Lead a team of Investment Managers to deliver revenue growth, setting targets and managing the team against those targets.
  3. Embed a sales-driven culture, ensuring that the client's needs remain at the heart of the service we offer to new and existing clients.
  4. Act as an ambassador for the brand, working to develop the exposure of the brand and reputation of the group.
Requirements
  1. Strong sales track record within the investment management industry.
  2. Proven experience in improving sales results, embedding a sales culture, and delivering excellent client service while ensuring all client outcomes are in line with Consumer Duty and meet all regulatory requirements.
  3. Previous management of investment teams is essential.
  4. Ability to build formal and informal relationship networks inside and outside the organisation.
  5. A highly motivating leader with sound investment judgement.
  6. Astute commercial sense, strong analytical skills, and superior critical thinking.
Benefits

We offer a competitive salary, hybrid working, 25 days annual leave plus public holidays, a range of benefits including private medical insurance, Group life insurance, and income protection insurance, 6% employer pension contribution, further education and training support, discretionary performance-related bonus, confidential Employee Assistance Programme, 2 days per year for voluntary work, and "Salary Extras" employee discounts. We are committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability, or disability, or political affiliation. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities, and other job-related activities.

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