Support Manager - eFinancialCareers : Job Details

Key responsibilities will include:

• Working with the Head of Sales for wealth management and the business development directors to plan, execute and review the sales strategy for the defined client market.
• Co-ordinate and oversee the follow-up of sales activities generated centrally and by the regional sales teams.
• Work with key stakeholders to plan and organise sales visits and client presentations, ensuring sales messaging is relevant and up to date.
• Ensure consistent communication of wealth management products and services across the regional teams.
• Track and report regional wealth management sales figures and sales pipeline as well as monitoring regional activity and key account AUM.
• Provide the wealth management team with Super User support for core systems and feedback to the relevant business areas to improve efficiency and engagement with systems, including Salesforce.
• Ensure the regional sales support specialists have clear objectives and are delivering to a consistently high standard.

Essential requirements:

• Proven experience managing a sales support team within investment and/or wealth management.
• Strong understanding of investment products.
• Analytical skills, confident producing sales metrics/reporting.
• Project management and process enhancement experience.
• Ability to prioriritse tasks, manage time effectively and thrive in a deadline driven environment.