Investment Sales & Client Engagement Manager - #2190841

Department: Investment Management

Location: London

Description

We are looking for an Investment Sales & Client Engagement Manager to support the commercial growth and promotion of Benchmark's investment proposition.

You will work closely with the Head of Investment Sales, the Investment Team, Marketing and Distribution. Together you will drive adviser engagement, client activity and commercial outcomes across Benchmark's employed, self-employed and independent adviser channels.

You will be a key coordination point for investment communications, marketing campaigns, events and client engagement. You will help advisers and clients understand the value of our investment solutions, and you will help promote them consistently and effectively across the business.

This is a highly visible role. It needs excellent communication, stakeholder management and organisational skills, with regular contact with senior leaders, advisers, investment managers and external partners.

What you'll do

Adviser engagement and support

• Act as a key liaison between the Investment Team and Benchmark's adviser community.
• Support adviser adoption and understanding of Benchmark's investment proposition.
• Coordinate adviser communications on investment propositions, market updates and investment changes.
• Manage adviser queries and work with subject matter experts to provide responses.
• Gather adviser feedback and client insight to support proposition development.

Client events and marketing activity

• Coordinate and deliver investment-focused client and adviser events.
• Support webinars, seminars, roadshows and conferences from planning through to delivery.
• Work with Marketing to develop event campaigns, materials and communication plans.
• Manage event logistics, attendee communications and post-event reporting.
• Measure engagement and identify ways to improve future activity.

Commercial and sales support

• Support the Investment Director in delivering commercial growth objectives.
• Assist with sales opportunities, adviser presentations and prospect meetings.
• Prepare presentation materials, pitch documents and supporting collateral.
• Produce management information and reporting on investment proposition activity.
• Track adviser adoption, client engagement and sales performance metrics.

Investment proposition promotion

• Help maintain and update investment proposition literature and adviser-facing content.
• Work closely with Marketing to develop campaigns promoting Benchmark investment solutions.
• Support the production of thought leadership, articles and market commentary.
• Help deliver consistent messaging across all adviser and client channels.
• Monitor competitor activity and industry trends to identify opportunities for improvement.

Stakeholder management

• Build strong working relationships across Investments, Distribution, Marketing, Product and Financial Planning businesses.
• Coordinate internal meetings, workshops and adviser engagement forums.
• Support preparation for Investment Committee and governance meetings where required.
• Capture and report adviser insight to support strategic decision-making.
  
  

The knowledge, experience and qualifications you need

• Experience within Financial Services, Wealth Management, Asset Management or Financial Planning.
• Experience supporting sales, business development, proposition or client engagement activities.
• Strong event management and stakeholder engagement experience.
• Excellent written and verbal communication skills.
• Experience preparing presentations and client-facing materials.
• Strong organisational and project coordination skills.
• Confidence working with senior stakeholders and external partners.
• Proficiency in Microsoft 365 applications, including PowerPoint, Excel and Teams.
• Full UK driving licence.

Skills, knowledge and expertise that will help

• Knowledge of investment products, platforms and wealth management propositions.
• Experience working with financial advisers and intermediary channels.
• Investment Management Certificate (IMC), CISI qualification, or willingness to study towards one.
• CRM and marketing platform experience.
• Experience supporting conferences, webinars and large-scale adviser events.
  
  

What you'll be like

• Commercially minded and focused on delivering growth.
• Highly organised, with excellent attention to detail.
• Confident engaging with advisers, clients and senior stakeholders.
• A strong relationship builder and collaborator.
• Proactive and able to work independently.
• Professional, credible and enthusiastic about investments.
• Comfortable managing multiple priorities in a fast-paced environment.
• Solutions-focused, with strong problem-solving skills.
  
  

We're looking for the best, whoever they are


We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.