Sales Support Lead, Institutional and Insurance
2 days ago
To join the UK Institutional and Insurance team as the lead of the sales support team. The sales support team’s function is to assist the sales directors in upselling to clients and prospecting for new clients. Lead is to coordinate and prioritise the work across the team of three (lead plus two) including meeting prep, event prep, data analysis, follow ups, management reporting, etc. Individual must collaborate with the Sales Enablement team to ensure data and insights are used optimally across the Sales team. Role is to work closely with Head of Sales, UK Institutional and Insurance.
Sales team covers a broad array of capabilities, client types including defined benefit (corporate and public sector), defined contribution, insurance, some charities, intermediaries such as independent trustees and field consultants.
In this role you will lead a sales support team to increase the capacity and quality of the UK Institutional sales effort clients across the range of the firms investment capabilities.
You will support the sales directors with meeting and event preparation, data queries and follow ups. You will track sales pipelines, ensuring timely follow up and accurate reporting on the status of opportunities.
You will assist with data mining to guide the team’s strategic and tactical execution plans, working in partnership with the Sales Enablement team.
In this role you will co-ordinate and collaborate with colleagues on the investment floor, client management, RFP, marketing, performance measurement and client reporting in order to provide deliverables in a timely manner.
You will help produce management information as required for the heads of the team:
• maintain execution plans
• monitor/update CRM system activities querying exceptions, and maintaining up-to-date lists for marketing and prospecting purposes
• periodic and ad hoc management reporting
• monitoring and reporting of sales team follow ups
• proactively identify needs and propose recommendations
• Grow and develop a high-quality support team supervising the efforts of the two other team members fostering close relationships with key business areas.
• Immediately escalate any risks to meeting required deadlines to the appropriate team member.
Key Capabilities
To be successful in this role you will have...
• Knowledge of Asset Management products (equities, fixed income, alternative investments, etc)
• Prior industry experience
• Proficiency with CRM platforms e.g. Salesforce, Seismic
• Strong organisation skills, ability to handle multiple tasks, project management and coordination experience
• Bachelors degree in Finance, Economics, Business or related field
• Team leadership experience
-
FX Institutional Sales Executive
6 months ago
London,, UK, United Kingdom Argentex Group PLC Full timeAbout UsArgentex Group is a global payment and currency risk management specialist, we offer bespoke services alongside market leading technology for businesses and financial institutions. Argentex is listed on the London Stock Exchange, with offices in the UK, the Netherlands and Australia.The RoleOur well-established Institutional team provides the full...
-
Senior Manager, Institutional Sales
4 weeks ago
London,, UK, United Kingdom OSL Full timeOverview: We are seeking a Senior Institutional Manager with extensive experience in OTC sales and a robust network within the cryptocurrency ecosystem. The ideal candidate will leverage their connections and industry resources to drive sales growth, develop strategic partnerships, and enhance our program offerings.Key Responsibilities:Identify and cultivate...
-
Manager, Institutional
4 weeks ago
London,, UK, United Kingdom OSL Full timePosition Overview: We are actively seeking a highly motivated and experienced professional to join our team as a Manager, Institutional Sales, based in Hong Kong. The successful candidate will play a crucial role in identifying opportunities and developing relationships with institutional investors and intermediaries with focus on the OTC digital asset...
-
Insurance Technician
4 weeks ago
London,, UK, United Kingdom Forum Insurance Full timeInsurance Technician | Insurance BrokerageLocation: RemoteSalary: CompetitiveType: Permanent, Full-TimeClosing Date: 10 daysJoin Our Growing Team as an Insurance TechnicianAre you a detail-oriented professional looking to develop your expertise in the insurance sector? We're seeking an Insurance Technician to provide essential technical and...
-
Institutional Sales Trader
2 days ago
London, UK, United Kingdom Mayford James Full timeYou will be responsible for: Generating revenue through Trades in Fixed Income Bonds Regularly engaging with Buy Side Institutional Clients and Family Offices particularly interested in Emerging Markets Providing local market colour to external Institutional Funds and internal clients Timely execution of orders in line with the organisations compliance and...
-
Insurance Sales Representative
4 months ago
London, UK, UK, United Kingdom Secure Mortgages & Protection Full timeSecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven individuals who want to fast-track their career in insurance...
-
Insurance Sales Trainee
4 weeks ago
London, UK, UK, United Kingdom Secure Mortgages & Protection Full timeAbout the CompanySecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.About the RoleThe role will see you qualifying and speaking to UK based clients looking to obtain protection policies, including life cover, critical...
-
London, UK, UK, United Kingdom Marine Salvage Co Global Salvage Sales Full timeCompany DescriptionMarine Salvage Co/Global Salvage Sales specializes in providing efficient technological liquidation solutions for damaged or total loss marine vessels and cargo worldwide. They offer end-to-end recovery and disposal services, including AI + Augmented Reality Surveys, Global Liquidation Auctions, Market Price Analysis Reports, and more....
-
Insurance Lawyer
6 months ago
London , London, UK, United Kingdom Fry and Brown Full timeA highly successful global insurance company is seeking a junior to mid-level lawyer to sit within the collegiate London based EMEA legal team. The role will support the consumer lines side of the business as well as non-regulated arrangements and company-wide and cross border projects, many of which have a digital/fintech element. You will have the...
-
VP - Credit Risk - Financial institutions
6 months ago
London, UK, United Kingdom Eximius Finance Full timeThis role will provide credit risk management for all financial institutions and sovereigns in EMEA. The responsibilities: - Counterparty/transaction approval in compliance with the risk appetite frameworks and global Credit policies - Monitoring counterparties’ exposure and relevant market trends - Review and approve counterparty credit risk exposure and...
-
Institutional Portfolio Analytics Analyst
6 days ago
London, UK, United Kingdom myGwork Full timeThis job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Opportunity:As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by...
-
Head of Risk Implementation
2 days ago
London,, UK, United Kingdom HFG Insurance Recruitment Full timeInside IR35 Salary: CompetitiveLocation: London We are partnering with one of the leading insurers within the Pension Risk Transfer market. They are looking for day rate contractor to support the CRO to deliver some high priority objectives into the risk function. Role will be working with key business stakeholders including ExCo and 1st line to ensure that...
-
Sales Manager
4 weeks ago
London,, UK, United Kingdom TreasurySpring Full timeTreasurySpring is the product of an obsession with fixing the fundamental structural problems in money markets. Our fascination with the sector began painfully, during the Global Financial Crisis of 2008, where we had a front-row seat to watch the evaporation of liquidity in fixed income and the near collapse of the entire short-dated funding markets.We have...
-
London, UK, United Kingdom myGwork Full timeThis job is with Clifford Chance, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job DescriptionThe roleAbout the Financial Institutions Group ("FIG")FIG is one of several groups within the London Corporate Practice. It focuses on...
-
Insurance Consultant
2 months ago
London,, UK, United Kingdom Quintius Staffing Group Full timeInsurance Consultant £ 35,000 plus BonusBased in LondonCompetitive salary and generous uncapped commission structure We are looking for an ambitious individuals to join an insurance broking team who specialise in niche high value insurance services for the UK Property sector. The role will require good business development skills, connecting within the...
-
Sales Director
2 months ago
London,, UK, United Kingdom Sales Geek Full timeSales Geek is offering an exciting opportunity for experienced sales leaders in the UK. Please ensure you read our opportunity from the link to our website as this is not a PAYE role.To learn more about Sales Geeks and our UK opportunities - review the prospectus here from our websiteAre you an experienced sales leader?Are you fed up with the Corporate...
-
Sales Director
2 days ago
London,, UK, United Kingdom Sales Geek Full timeAre you an experienced sales leader?Are you fed up with the Corporate Status Quo?Do you want to make a difference to your home towns business community?Then being a Geek might be the answer for you!Sales Geek is offering an exciting opportunity for experienced sales leaders in the UK. Please ensure you read our opportunity from the link to our website as...
-
Institutional Client Services Associate
2 days ago
London, UK, United Kingdom Interactive Brokers Group, Inc. Full timeInteractive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.” We are looking for an enthusiastic self-starter with...
-
Sales Analyst
3 months ago
London,, UK, United Kingdom TreasurySpring Full timeTreasurySpring is the product of an obsession with fixing the fundamental structural problems in money markets. Our fascination with the sector began painfully, during the Global Financial Crisis of 2008, where we had a front-row seat to watch the evaporation of liquidity in fixed income and the near collapse of the entire short-dated funding markets.We have...
-
Sales Manager Sales Manager
4 weeks ago
London,, UK, United Kingdom Axpe Consulting Full timeAbout Axpe ConsultingAxpe Consulting is a global leader in AI, cloud, data analytics, and digital transformation solutions, serving clients across industries including telecom, banking, insurance, and healthcare. We are expanding our presence in the UK and are looking for a motivated Sales Manager to lead our growth efforts within these sectors.We are...