Investment Sales & Client Engagement Manager
Benchmark CapitalWe are looking for an Investment Sales & Client Engagement Manager to support the commercial growth and promotion of Benchmark’s investment proposition.
Working closely with the Head of Investment Sales, Investment Team, Marketing and Distribution functions, you will help increase adviser engagement, client activity and commercial performance across Benchmark’s employed, self-employed and independent adviser channels.
You will act as a central point of coordination for investment communications, marketing campaigns, events and client engagement initiatives. You will help advisers and clients understand the value of our investment solutions and support the consistent promotion of our proposition across the business.
This is a visible role with regular interaction across senior leadership, investment managers, advisers, clients and external partners. You will need strong communication, stakeholder management and organisational skills, combined with an understanding of how effective adviser engagement supports commercial growth.
What you'll do
Adviser engagement and support
- Act as a key link between the Investment Team and Benchmark’s adviser community.
- Support adviser understanding and adoption of Benchmark’s investment proposition.
- Coordinate adviser communications covering investment propositions, market updates and proposition changes.
- Manage adviser queries and work with investment subject matter experts to provide clear and timely responses.
- Gather adviser feedback and client insight to support the ongoing development of the investment proposition.
- Help identify engagement opportunities across Benchmark’s employed, self-employed and independent adviser channels.
Client events and marketing activity
- Coordinate and deliver investment-focused client and adviser events.
- Support the planning and delivery of webinars, seminars, roadshows and conferences.
- Work with Marketing to develop event campaigns, supporting materials and communication plans.
- Manage event logistics, invitations, attendee communications and follow-up activity.
- Monitor event participation and engagement, producing post-event reporting and recommendations.
- Identify opportunities to improve future client and adviser activity.
Commercial and sales support
- Support the Head of Investment Sales in delivering the commercial growth objectives for Benchmark’s investment proposition.
- Assist with sales opportunities, adviser presentations, client meetings and prospect discussions.
- Prepare presentations, pitch documents and other supporting collateral.
- Produce management information covering investment proposition activity and commercial performance.
- Track adviser adoption, client engagement, sales activity and other agreed performance measures.
- Maintain accurate records of engagement activity and agreed follow-up actions.
- Help turn adviser and client insight into practical commercial opportunities.
Investment proposition promotion
- Maintain and update investment proposition literature and adviser-facing content.
- Work with Marketing to develop campaigns promoting Benchmark’s investment solutions.
- Support the production of thought leadership, articles, market commentary and investment communications.
- Help maintain clear and consistent investment messaging across adviser and client channels.
- Coordinate input from investment, compliance and marketing stakeholders before materials are issued.
- Monitor relevant competitor activity, market developments and industry trends.
- Identify opportunities to improve how Benchmark communicates and promotes its investment proposition.
Stakeholder management
- Build effective working relationships across Investments, Distribution, Marketing, Product and Financial Planning.
- Coordinate internal meetings, workshops and adviser engagement forums.
- Work with senior stakeholders to agree priorities, responsibilities and delivery timescales.
- Support preparation for relevant governance and Investment Committee meetings where required.
- Capture and report adviser feedback to support proposition and commercial decision-making.
- Manage relationships with external event, marketing and industry partners where appropriate.
The knowledge, experience and qualifications you need
- Experience working within financial services, wealth management, asset management or financial planning.
- Experience supporting sales, business development, proposition management or client engagement activity.
- Knowledge of investment propositions and how they are communicated to advisers or clients.
- Experience coordinating events, campaigns or stakeholder engagement initiatives.
- Strong written and verbal communication skills.
- Experience producing presentations, pitch documents or client-facing materials.
- Strong organisational and project coordination skills.
- Confidence working with senior stakeholders, advisers, clients and external partners.
- The ability to manage competing priorities and deliver work to agreed deadlines.
- Good analytical skills, with experience producing management information or tracking performance measures.
- Proficiency in Microsoft 365 applications, including PowerPoint, Excel and Teams.
- A full UK driving licence and the flexibility to travel for adviser meetings, client events and conferences.
Desirable
- Experience working directly with financial advisers or intermediary distribution channels.
- Knowledge of investment products, platforms and wealth management propositions.
- An Investment Management Certificate, relevant CISI qualification, or a willingness to work towards one.
- Experience using customer relationship management or marketing platforms.
- Experience supporting conferences, webinars, roadshows or large-scale adviser events.
- Experience working with compliance or financial promotions approval processes.
The base
You’ll be based from Benchmark’s London office, working closely with colleagues across the business in a collaborative and professional environment in the heart of the city.
While London will be your primary place of work, you’ll also attend occasional meetings and team events at our Head Office on the Broadlands Business Campus near Horsham, West Sussex. The role will include travel to adviser meetings, client events, roadshows and industry conferences when required.
We invest in modern technology, providing our teams with the tools, systems and support they need to perform effectively. Whether you’re working with colleagues in London, Horsham or across our regional offices, you’ll be part of a connected organisation that values teamwork, innovation and continuous improvement.