Investment Sales & Client Engagement Manager

What you'll do

• 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.

• 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.

• 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.

• 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.

• 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.