Business Development Associate Snr - Financial Intermediaries

Capital Group

4.2

(86)

London, United Kingdom

Why you should apply for a job to Capital Group:

  • 4.2/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 84% say women are treated fairly and equally to men
  • 91% would recommend this company to other women
  • 87% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Parental leave, and a Parental transition schedule where parents can work part-time up to six months after bringing home a child.
  • Flexible schedule can be adjusted to fit personal needs, depending on line of business and role.
  • 2-for-1 matching gifts for charitable contributions, with additional 3-for-1 matching gifts for select organizations.
  • #JR5976

    Position summary

    ients and prospects; specifically setting up meetings, often via cold calls, generating leads and working closely with BDMs on pre and post meeting sales generation. The ideal candidate would also have strong knowledge of the UK financial intermediary industry in the South of England and be responsible for relationships in this region day to day.

    The role is based in our London office which is our largest investment office outside the US, where we employ over 650 people in a new state of the art building at Paddington Square. We expect the successful candidate to focus their time on the UK, be in the office 4 days a week, with short trips throughout the year.

    Primary responsibilities/essential functions:

    Target market

    • Supporting the UK BDMs in their coverage of UK Wealth Managers (regional and head offices), Financial Advisers, Private Banks and Global Financial Intermediaries based in the UK

    • Opportunistic coverage of platforms, ratings agencies, other key market participants

    • Knowledge of UK financial intermediary industry in the South of England and be responsible for relationships in South of England day to day

    Sales process

    • Making outbound calls to introduce Capital and secure meetings with prospects for the sales team

    • Generating, preparing for and participating in prospecting meetings with BDM's and independently

    • Coordination of follow-up items from each meeting including entering high quality call reports into Salesforce.com

    • Handling inbound prospect or due diligence requests

    • Proactively managing and resolving internal issues relating to winning business

    • Liaison with other teams at Capital as part of the sales cycle (Sales teams in other markets, Investment Directors, Investment Professionals, Marketing, Client Service, RFP team, Legal etc)

    • Representing Capital at proprietary and industry conferences/ seminars, ensuring we maximise prospecting opportunities by preparing thoroughly prior to the event, proactively networking during the event and diligently following up afterwards

    • Owning and defining a set of clients in the South of England including the development of a sales strategy, setting up prospecting meetings and promoting Capital.

    • There will be an expectation to travel within the UK as part of the job.

    Internal projects and Departmental participation

    • Work as part of a collegial team of BDAs that shares ideas and best practices

    • Work as part of a broader European Distribution group committed to building Capital's business in Europe

    Skills/qualifications:

    • High energy, entrepreneurial, hard-working, enthusiastic, focused and professional

    • High quality interpersonal skills, especially influencing skills

    • Demonstrable experience in sales (including cold calling and relationship building)

    • Experience of engaging with prospects, consultants, clients or colleagues

    • Financial / Investment and Asset Management knowledge

    • Comfortable discussing financial topics with prospects (product and asset class characteristics, macro themes etc)

    • Knowledge of the UK financial intermediary industry in the South of England

    • Graduate degree preferable

    • Salesforce knowledge preferable

    • Related professional exams (e.g.IMC)

    In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

    You can learn more about our compensation and benefits here.

    • Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

    Why you should apply for a job to Capital Group:

  • 4.2/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 84% say women are treated fairly and equally to men
  • 91% would recommend this company to other women
  • 87% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Parental leave, and a Parental transition schedule where parents can work part-time up to six months after bringing home a child.
  • Flexible schedule can be adjusted to fit personal needs, depending on line of business and role.
  • 2-for-1 matching gifts for charitable contributions, with additional 3-for-1 matching gifts for select organizations.