Business Development Manager, UK Wholesale

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

How you'll spend your time...

• Reporting to the Head of UK Strategic Partnerships, you will engage with clients across the whole of the UK within the intermediary channel
• Activities will be primarily phone led though attendance in the field at events and meetings will be required
• The primary focus of the role will be on UK Intermediary Sales, where you will be responsible for a panel of intermediary accounts
• All intermediaries outside the Regional Sales Managers’ focus lists will be in scope  
• Protect existing AUM by providing care and maintenance for current clients, whilst seeking out and developing new opportunities with them.
• Prioritising and managing your activities to achieve the required business targets and revenue goals is crucial. Management of an agreed client panel, including prioritisation of accounts, research, prospecting and scheduling calls, and arranging meetings as appropriate
• Be responsible for all event linked call activity and follow up calls, including collaboration with colleagues, marketing and 3rd party suppliers.
• Establish personal and company credibility, identify appropriate solutions for the client, build and maintain client relationships and negotiate/agree the sale where appropriate.
• Use data appropriately to unearth and explore new potential clients to widen the support base with a focus on priority strategies for UK Wholesale.
• Collaborate as required with the broader UK distribution team and wider CTI business to help drive success.
• There is a requirement to record all client activity in the appropriate systems in a timely manner and also adhere to other processes and protocols of the business.
• Develop and ensure an up-to-date investment knowledge of Columbia Threadneedle’s strategies and views of the general investment markets.  Fulfil all training and compliance requirements, as necessary, and ensure personal knowledge is always up to date and of sufficient depth.

To be successful in this role you will have....

• Excellent knowledge of the marketplace and of the wider investment world, including investment markets.
• Investment Sales credibility – ideally with a demonstrable track record in the sales area to be covered
• Knowledge of Columbia Threadneedle Investments’ products and strategies preferred but not essential, so long as a good general product knowledge can be demonstrated
• A good knowledge and understanding of the UK Intermediary market and the dynamics of the different participants and existing client relationships would be preferable
• Excellent technical knowledge and the ability to communicate this appropriately.
• Exceptional telephone skills combined with a drive to deliver high levels of activity
• Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
• Good self-organisational and time management skills; ability to work under pressure to short deadlines

If you also had this, it would be great….

• Investment Management Certificate (or equivalent) or must be willing to study towards it
• Strong telephone skills combined with a drive to deliver high levels of activity

In-Office Collaboration

• We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.