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Investment Sales – Client Engagement Manager
Benchmark Capital. Act as a key liaison between the Investment Team and Benchmark's adviser community.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in event management, stakeholder engagement, and communication within the financial services sector. Proficient in preparing presentations and managing client engagement activities to support investment propositions and commercial growth.
Highest-signal resume keywords
Event ManagementStakeholder EngagementPresentation PreparationClient Engagement ActivitiesInvestment Management Certificate (IMC)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Products KnowledgeWealth Management PropositionsSales SupportBusiness DevelopmentProject CoordinationMarket AnalysisClient Insight GatheringPerformance Metrics TrackingCRM ExperienceMarketing Platform Experience
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationStrong Organizational SkillsConfidence with Senior StakeholdersRelationship Building
Tools & Technologies
Microsoft 365PowerPointExcelTeams
Certifications & Qualifications
Investment Management Certificate (IMC)CISI Qualification
Industry Keywords
Financial ServicesWealth ManagementAsset ManagementFinancial PlanningAdviser CommunityInvestment PropositionClient EngagementMarket UpdatesAdviser AdoptionCompetitor Activity Monitoring
About the role
Key responsibilities & impact- Act as a key liaison between the Investment Team and Benchmark's adviser community.
- Support adviser adoption and understanding of Benchmark's investment proposition.
- Coordinate adviser communications on investment propositions, market updates and investment changes.
- Manage adviser queries and work with subject matter experts to provide responses.
- Gather adviser feedback and client insight to support proposition development.
- Coordinate and deliver investment-focused client and adviser events.
- Support webinars, seminars, roadshows and conferences from planning through to delivery.
- Work with Marketing to develop event campaigns, materials and communication plans.
- Manage event logistics, attendee communications and post-event reporting.
- Measure engagement and identify ways to improve future activity.
- Support the Investment Director in delivering commercial growth objectives.
- Assist with sales opportunities, adviser presentations and prospect meetings.
- Prepare presentation materials, pitch documents and supporting collateral.
- Produce management information and reporting on investment proposition activity.
- Track adviser adoption, client engagement and sales performance metrics.
- Help maintain and update investment proposition literature and adviser-facing content.
- Work closely with Marketing to develop campaigns promoting Benchmark investment solutions.
- Support the production of thought leadership, articles and market commentary.
- Help deliver consistent messaging across all adviser and client channels.
- Monitor competitor activity and industry trends to identify opportunities for improvement.
- Build strong working relationships across Investments, Distribution, Marketing, Product and Financial Planning businesses.
- Coordinate internal meetings, workshops and adviser engagement forums.
- Support preparation for Investment Committee and governance meetings where required.
- Capture and report adviser insight to support strategic decision-making.
Requirements
What you’ll need- Experience within Financial Services, Wealth Management, Asset Management or Financial Planning.
- Experience supporting sales, business development, proposition or client engagement activities.
- Strong event management and stakeholder engagement experience.
- Excellent written and verbal communication skills.
- Experience preparing presentations and client-facing materials.
- Strong organisational and project coordination skills.
- Confidence working with senior stakeholders and external partners.
- Proficiency in Microsoft 365 applications, including PowerPoint, Excel and Teams.
- Full UK driving licence.
- Knowledge of investment products, platforms and wealth management propositions.
- Experience working with financial advisers and intermediary channels.
- Investment Management Certificate (IMC), CISI qualification, or willingness to study towards one.
- CRM and marketing platform experience.
- Experience supporting conferences, webinars and large-scale adviser events.
Benefits
Comp & perks- Commercially minded and focused on delivering growth.
- Highly organised, with excellent attention to detail.
- Confident engaging with advisers, clients and senior stakeholders.
- A strong relationship builder and collaborator.
- Proactive and able to work independently.
- Professional, credible and enthusiastic about investments.
- Comfortable managing multiple priorities in a fast-paced environment.
- Solutions-focused, with strong problem-solving skills.