Platform Relationship Manager

Found in: Talent UK C2 - 1 week ago

London, United Kingdom Bruin Full time
Ref: 37196Working with a mid-size asset manager, this role will support the distribution team in their platform sales. The right candidate will have a background in asset management and experience working within a platform sales team. 

Responsibilities
• Utilize expertise in third party distribution through platforms in the asset management industry
 • Serve as a key point of contact for third-party platform relationships
 • Enhance the Adviser experience and expand the market presence of our client across various products and markets
• Ensure existing products have maximum visibility on platforms
 • Maintain Model Portfolios on platforms to support Strategic Partnerships and Key Accounts • Identify opportunities to extend distribution reach to new and existing platforms
 • Support Sales team in expanding product range to new markets
 • Provide excellent service to intermediary clients using client solutions on platforms Subject matter expert
 • Represent client at relevant Platform events to stay informed and share insights with Sales team
 • Maintain Platform 'key facts' log to provide detailed platform information to Sales team
 • Act as liaison with data vendors to ensure accurate information is communicated to platforms Governance
• Utilize working relationships with platforms to meet regulatory requirements
 • Ensure target-market assessments and European MiFID Templates are processed effectively
 • Engage with platforms for European Feedback Template feedback loop Projects
 • Support business development projects and new propositions
• Assist in testing new practices and technology solutions Other
 • Collaborate with internal departments, institutions, and intermediary clients as needed
 • Support Distribution/Sales team in their roles
• Stay updated on legislation and regulatory changes Individual Conduct • Act with integrity, care, skill, and diligence
 • Be cooperative with regulatory authorities
 • Prioritize customer interests and fair treatment
 • Observe market conduct standards
• Aim for good outcomes for retail customers

Skills
• Experience in platform technology within Financial Services
• Experience with Model Portfolios on platforms
• Experience working with platform providers in fund management
• Team player with a results-oriented approach
• Effective communication skills at all levels
• Strong interpersonal skills
• Ability to prioritize and meet deadlines
• Problem-solving skills
• Tact and diplomacy in difficult situations
• Organizational skills and numeracy
 • Proficiency with Microsoft Office and Excel
  Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons - men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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