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Business Development Manager - MPS – Fundhouse (Nationwide)
Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development, the successful candidate will act as a key point of contact and maintain and service relationships with new and existing clients, delivering an industry-leading, high-touch service. You will also acquire, develop, and manage relationships with new prospects to support the growth of our MPS offering.
The role also involves frequent travel to meet clients and host events, therefore, access to a car/driving license is essential
We will count on you to:
Identify and reach out to potential clients, responding to inbound leads, arranging introductions, hosting meetings and ensuring timely follow-up to progress opportunities through to conversion
Collaborate or lead on business development webinars and regional events
Maintain comprehensive knowledge of Fundhouse’s services, investment solutions, and market views
Host virtual and in-person meetings (with support from the Investment Management team as needed)
Demonstrate market knowledge and an understanding of asset allocation, fund research and portfolio construction
Prepare and update presentation decks, RFPs, brochures, proposals, and articles - tailored to client needs and market demand
Participate in project-based initiatives and internal MPS forums focused on enhancing client experience and business development
Focus on problem-solving and delivering practical solutions
What you need to have:
Prior experience working with financial advisers and MPS clients
Experience of relationship management, prospecting, and service delivery
Ability to demonstrate an understanding of markets and portfolios, with an interest in staying informed on current team perspectives and broader market developments
Excellent interpersonal skills, a proactive mindset, and the ability to engage confidently with a diverse range of clients
Driven, client-focused, ambitious and comfortable working both independently and as part of a team
Brand and values alignment, with a desire to positively impact clients’ lives and act as an ambassador for Fundhouse
Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients
Awareness of compliance responsibilities and professional standards
What makes you stand out?
Prior experience managing client relationships and prospecting
Excellent people skills, ethics and a desire to build lasting client relationships
Highly motivated to drive the growth of the MPS business
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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