RMK Talent Solutions

Senior Manager, Strategic Partnerships Manager Location: London A leading investment management firm is seeking an experienced sales professional to join its Strategic Partnerships (SP) team. This role will play a pivotal part in expanding the firm's presence and inflows to their tax-advantaged investments through proactive engagement, business development, and strategic account management. Key Responsibilities: Lead and manage designated Strategic Partnership accounts and paid engagement relationships Drive annual inflow growth per SP account Identify, screen, and onboard new Strategic Partners clients Respond to inbound client and paid engagement enquiries Plan and execute high-impact internal and external SP events Maintain a high level of engagement through webinars, face-to-face presentations, events, and roadshows Deliver advanced-level insights and training on tax-advantaged investments to both the SP and retail sales teams Present regularly at internal sales meetings with self-produced content Develop and produce high-quality written materials and marketing content Collaborate with the broader sales team to execute firm-wide SP initiatives Monitor market trends to identify new opportunities and generate relevant content Ensure full compliance with internal procedures, policies, and industry standards About You: Proven background in a IFA Strategic Partnerships or IFA Business Development role Strong public speaking and presentation skills Strategic mindset with the ability to identify growth opportunities Confident in delivering training and creating original content Familiar with compliance and best practices in a regulated investment environment This is an exciting opportunity for a driven and knowledgeable investment professional looking to make a meaningful impact within a high-performing team.

RMK Talent Solutions is currently recruiting for a Business Development Consultant to join our investment manager's sales team covering the South of England (base Birmingham & south is ideal). This role offers an exciting opportunity for professionals with a background in IFA sales, particularly those with experience in outsourced investment solutions. The successful candidate will play a vital part in expanding the company's reach by developing new business and fostering strong relationships with intermediaries. We are seeking a proactive, results-oriented individual who is eager to transition from a telephone sales environment into a field-based role or someone already experienced as a hybrid Business Development Manager (BDM). This client values expertise, initiative, and a professional approach to building lasting partnerships in the investment and financial advisory space. Responsibilities Identify and develop new business opportunities within the intermediary and IFA sectors. Engage with intermediaries via telephone and field visits to promote investment solutions. Build and maintain strong, lasting relationships with financial advisers and other key stakeholders. Present and explain outsourced investment products effectively, aiming to meet client needs. Achieve agreed sales targets and contribute to the growth of the company's client base. Collaborate with internal teams to ensure a seamless client journey and high levels of service delivery. Stay updated on industry trends, competitor activities, and regulatory changes affecting the investment landscape. Requirements Proven experience in IFA sales, with a demonstrated track record of achieving sales targets. Knowledge of outsourced investment solutions and the intermediary market. Excellent communication and interpersonal skills, both over the phone and in person. Self-motivated, proactive, and able to work independently within a supportive team environment. Previous experience of telephone sales is highly desirable, along with a desire to expand into field-based sales. Professional approach with a solid understanding of compliance and regulatory requirements. This role offers a competitive salary package, plus uncapped earning potential through commission. You will have the opportunity to grow your career within a forward-thinking organisation that supports development and values its people. Our client provides ongoing training, a collaborative work environment, and a clear path for progression in the investment sales arena. If you possess the experience and motivation to succeed in this exciting opportunity, we encourage you to apply today. Join a reputable organisation where your expertise will be valued and your career flourished.

RMK Talent Solutions is pleased to partner with an investment management firm seeking to appoint a Internal Business Development Manager (BDM) based in London. This role is designed for a motivated professional with experience in tax-efficient investment sales, who is looking to transition into a more client-facing, hybrid position. The successful candidate will play a key role in strengthening relationships with financial advisers, leveraging the company's well-established range of tax-efficient products. This is an excellent opportunity to join a respected firm with consistent growth, where your expertise can make a meaningful impact and support long-term adviser engagement. Responsibilities Develop and nurture strong, long-term relationships with financial advisers within the tax-efficient investment space Identify new business opportunities and convert leads into profitable client relationships Engage with advisers through face-to-face meetings, conferences, and hybrid communications to promote the company's product range Achieve and exceed sales targets by applying effective sales strategies and product knowledge Collaborate closely with internal teams to ensure client needs are met and service delivery is maintained at a high standard Maintain up-to-date knowledge of market trends, legislative changes, and competitor activity in tax-efficient investments Requirements Proven experience selling to IFAs, whether via telephone or in an office-based environment Strong understanding of tax-efficient investments such as VCT, EIS, and BR schemes Track record of consistently meeting or exceeding sales targets Ambition to develop into a hybrid, externally facing role with a focus on building adviser relationships Excellent communication and relationship-building skills Proactive attitude with the ability to manage a diverse client portfolio effectively This role offers a compelling package including competitive remuneration, excellent opportunities for career development, and a supportive environment within a prestigious and innovative firm. If you are ready to elevate your career in business development within the investment management sector, we encourage you to apply today for a confidential discussion. Take the next step in your professional journey with RMK Talent Solutions - your partner in talent excellence.

This position is remotely based so location is open across the United Kingdom! Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you! The Day-to-Day: The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising. What are they seeking? Consistent and quantifiable individual sales success with stock market investors Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF) Minimum of five years of success selling to high net worth individuals Quantifiable track record in closing new investor business Strong competitive drive; plays to win and has desire to be Goal-oriented and results-focused; "money is a measure of success" mentality Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding sales ability with documented track record of success Optimistic outlook; sees opportunities not problems Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities High activity orientation and exceptional work ethic Phenomenal interpersonal communication skills; is confident, dynamic and assertive If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you.

We are partnering with a reputable organisation seeking a proactive and driven Business Development Consultant (BDC) to join their dynamic team. This role is tailored for individuals with a background in Financial Services, specifically those experienced in working with Independent Financial Advisers (IFAs), investment management, and intermediaries. As a key point of contact, you will focus on building strong relationships and generating new business opportunities through proactive outbound outreach, client meetings, and strategic engagement. Responsibilities Engage and develop relationships with financial advisers to promote the company's investment products and services. Maintain and implement an effective contact strategy with IFAs throughout the sales cycle. Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives. Consistently meet activity, KPI, and sales targets aligned with business goals. Develop a comprehensive understanding of the company's investment offerings and market positioning. Provide excellent client service through proactive follow-up of event leads and marketing campaigns. Attend industry events, conferences, and client meetings-virtually and in person-to support business development efforts. Partner with internal teams and external advisers to share best practices and optimise campaign strategies. Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships. Assist the Head of Sales with client meetings and field-based support as required. Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities. Requirements Minimum of 2 years' sales experience within Financial Services, preferably with IFAs or investment management firms. Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred). Strong communication and interpersonal skills, capable of building professional B2B relationships. Motivated, positive, and proactive attitude with a focus on achieving results. Excellent organisational and time management skills, with the ability to prioritize effectively. Analytical mindset with critical thinking ability. Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management. This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.