Albemarle Street Partners, part of WisdomTree, is a discretionary investment manager providing financial advisers with model portfolios, multi-asset funds and centralised investment propositions. We are seeking a candidate with at least one year of professional experience who is looking to build a long-term career in sales and account management. As part of the rapidly growing Albemarle Street Partners business, within WisdomTree, this is an exciting opportunity to form an important part of the team from day one.
This role is ideal for an ambitious individual who is passionate about sales and relationship management. The sales function at Albemarle is highly consultative and thoughtful; bringing new ‘Partners’ into the business takes time and requires a high level of focus and strong interpersonal skills to develop long- term relationships. Within this multi-faceted role, you will be driven to deliver new leads whilst enjoying day-to- day account management, working closely with existing clients to answer queries and provide support.
Initially, the role will focus on developing your knowledge of ASPIM and supporting the Partnerships Team through meeting preparation, Salesforce management, and content delivery. You will also have opportunities to identify and develop your own leads by attending industry events, managing follow-up activity and attending meetings. Working closely with key stakeholders across marketing, portfolio management, and investments, this role is perfect for someone who will thrive in a collaborative, fast-paced environment as the business continues to launch new services and products.
Key Accountabilities and Scope
- Selling Albemarle Street Partners’ multi-asset solutions, including our model portfolio solutions and multi-asset funds.
- Coverage of the South of England alongside senior team members, servicing new and existing clients.
- Working closely with the partnerships team to collaborate on key accounts and co-ordinate new business activity.
- Booking and attending new business meetings, initially alongside senior team members and eventually independently.
- Managing meeting follow-up and the sales process with leads.
- Building close relationships with financial adviser clients and prospects through high service levels.
- Working closely with the portfolio management team to prepare proposals, comparisons and investment committee packs.
- Attending proprietary and industry events to represent Albemarle, to identify and develop your own leads.
- Attending industry events, following-up after and booking events.
- Within 6 months of being in the role, you will autonomously manage client accounts and pipeline conversion and become a key member of the partnerships team.
Required Skills and Experience
- Bachelor’s degree required.
- At least two to three years’ experience in a sales team, including cold calling experience.
- Experience in investment management or asset management industry.
- The ideal candidate will have a keen interest in investment management.
- Exceptional written and verbal communication skills.
- Strong analytical skills with a high attention to detail and accuracy.
- Proficiency in Microsoft Excel and Office tools.
- Passion for providing outstanding client service and developing long-standing professional relationships.
- Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously.
- Proactive, curious, and motivated to learn, the preferred candidate will have the ability to work independently in a fast-paced sales environment.
- The candidate will be supported in their study and completion of the Investment Management Certificate.
Desirable Skills and Experience
- Experience in Model Portfolio Services (MPS), multi-asset solutions, or a discretionary investment sales team.
- Strong understanding of the UK financial adviser and intermediary market.
About Albemarle Street Partners
Albemarle Street Partners is a discretionary investment manager specialising in multi-asset investment solutions for financial advisers. The firm works with advice businesses to develop and manage model portfolios, multi-asset funds and Centralised Investment Propositions (CIPs), combining a disciplined, data-led investment approach with dedicated adviser support.
Committed to creating enduring value for advisers and their clients, Albemarle Street Partners combines investment expertise with exceptional service, transparency and operational flexibility. By developing a deep understanding of each advice business it partners with, the firm provides tailored support, timely investment insights and the confidence advisers need to deliver consistent long-term outcomes for their clients.
Albemarle Street Partners is now part of WisdomTree, further enhancing its investment capabilities and resources.
About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.
Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Within this role, you should expect to attend the office around 3 days per week to aid your learning and development, working closely with the team.
Mission, Vision & Values:
WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
Skills Required
- Bachelor's degree
- Two to three years of experience in a sales team
- Cold calling experience
- Experience in the investment management or asset management industry
- Interest in investment management
- Exceptional written and verbal communication skills
- Strong analytical skills and attention to detail and accuracy
- Proficiency in Microsoft Excel and Microsoft Office tools
- Strong client service and relationship-building skills
- Strong organizational skills and ability to manage multiple priorities
- Ability to work independently in a fast-paced sales environment
- Experience in Model Portfolio Services, multi-asset solutions, or discretionary investment sales
- Understanding of the UK financial adviser and intermediary market
What We Do
WisdomTree is one of the world’s leading providers of exchange-traded products (ETPs). Our goal is to provide a superior investing experience for our clients. We believe that investors shouldn’t have to choose between performance and cost efficiency, so we developed innovative investment solutions that deliver both. Combining the performance benefits of actively-managed investments with the cost efficiency of passive investments, our ETPs can be used to invest strategically for the long term or to trade tactically in the short term. Investors can choose between a range of truly comprehensive and innovative ETPs, across a broad range of asset classes, enabling investors to construct and diversify their portfolios intelligently.
