A leading investment management firm is currently seeking a professional Platform Account Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector. This role will suit an individual with previous sales experience either face to … face or over the telephone, ideally within a financial services environment. Predominantly based in the London office, the role of the Platform Account Manager is to establish and grow relationships with financial adviser firms, which in turn will create opportunities to sell the broad firms proposition. Interaction with … investment solutions, DFM and platform. Manage retention and upsell to an agreed list of existing key accounts. Have a regular structured meeting with line manager to review and discuss panel progress, general performance and agreed priorities going forward. Business Development Skills Required Commercial awareness in order to build credibility more »
City Of London, England, United Kingdom Hybrid / WFH Options
Meredith Brown Associates Ltd
Our client, a UK-based asset management firm with assets under management in a broad range of investment products, is seeking a Platform Relationship Manager. The company focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active equity investment, e.g. UK, European … matter expert on third party distribution through platforms in the asset management industry. Be an escalation point between the company and their third-party platform relationships, and will promote a positive Adviser experience, to broaden the reach of the company’s products as much as possible. Support the Sales … any future initiatives to expand the product range into new markets/authorities. Act as liaison for data vendors and other suppliers utilised by platform providers to ensure relevant information is being pushed out to platforms. Support business development projects and new propositions. Experience & Qualifications Experience of working with more »
complexity/risk considerations to attain objectives. Contribute to the overarching data strategy and vision. • Assume responsibility for overseeing the entire lifecycle of data platform enhancements and transformations. Strategize and implement plans within set timelines. Skilfully navigate dependencies, risks, issues, and resource allocation (both internal and external), proactively seeking … this however is not a technical role, we are looking for an understanding oft the below): 3 years+ as a data business partner/manager/product owner/data analyst or technical business analyst in a data platform domain Be an experienced subject matter expert within the … data platform domain, with some knowledge of: PowerBI, Data lakes, data marts, data warehousing (Azure Data Bricks, Azure Data Factory, Azure Synapse, HD Insight) SQL, NoSQL and Graph databases Please apply if of interest and I will reach to you more »