Working hours: 37.5 hours per week, Monday to Friday

Duration: Permanent 

Location: London

About the role

EdenTree Investment Management, who are proudly part of Benefact Group, are looking for a Head of UK Retail Sales to join our London office.

EdenTree is creating a new of ‘Head of UK Retail Sales’ role in their Distribution Team to direct sales efforts and growth in AuM across UK Retail clients. EdenTree is a UK retail asset manager and long-standing leader in sustainable investing. With a broad waterfront of funds, established and stable business, a leadership position in sustainability in the channel, and a multiple existing relationships with significant Wholesale clients, EdenTree is primed to reach the next level.

The successful candidate will lead a team of seven experienced sales representatives, operating across GFI, Wholesale and Advisory, as well as proactively selling to and managing selected key accounts.

Purpose

The role is responsible for directing and managing the team that promotes all of EdenTree Investment Management’s (“EdenTree”s) investment capabilities and OEIC funds to professional UK retail investors, growing AuM, in accordance with the principles of TCF, Consumer Duty, and EdenTree’s own culture and values.

The role has leadership responsibilities for the team and in addition to growing AuM, will have responsibility for conduct, operational and reputational risk in all operations and activities of the team.

Key responsibilities

• Deliver sales from the retail channel, meeting annual targets;
• Devising & agreeing the strategic direction for the development of sales across the retail channel, encompassing GFI, wholesale, adviser and other clients and consulting with channel heads where in place, aligning to EdenTree’s strategy;
• Developing a business plan to execute sales strategy and deliver AUM growth, consulting with channel heads where in place;
• Directing and overseeing the sales team approach, including account responsibilities, regional plans, and activity;
• Taking ownership of building and maintaining client relationships with key large clients, such as GFIs, and seeking new growth opportunities within retail;
• Personally progressing those relationships to ultimately secure fund approvals and inflows;
• To inform, guide and instruct the business as it ensures resources are aligned and directed towards growing business;
• To actively mitigate conduct, operational and reputational risk of the team;
• To coach, manage and monitor the performance of the team, including performance reviews;
• Delivering regular reporting and performance MI to the Head of Distribution;
• Ensure own and team’s activities are recorded in CRM;
• Travelling and attending presentations and client meetings as required;
• Across the team, ensuring principles of Conduct Risk, TCF and Consumer Duty, are met and surpassed; maintaining excellent levels of client service and contact; ensuring all regulatory requirements are met;
• Keep abreast of regulatory and legislative changes relevant to area and implement as appropriate;
• Keep abreast of industry trends and changes;
• Embed EdenTree core values within the team;
• Represent and direct the team; and
• Other ad hoc tasks.

Knowledge, skills and experience

• Extensive Asset Management industry experience;
• Excellent sales and business development skills;
• Prior experience of leading and directing a sales team;
• Excellent client management skills;
• A history of working with UK retail clients;
• Experience strategy planning and board presenting;
• High level communication and presentation skills;
• Report writing with illustrative powerpoint skills;
• Excellent understanding of fund products, fund structures; pricing and financial markets;
• Strong legislative and regulatory knowledge (especially with regards to Conduct Risk/TCF/Consumer Duty and promotion);
• Strong business acumen;
• IMC or equivalent qualification or experience.
  
  

Additional Requirements

• Integrity, honesty and a keenness to learn;
• Self-motivated and personally accountable;
• Demonstrates continuous professional development;
• Team-player.

What we offer

• A competitive salary - let's discuss it
• Hybrid working
• Group Personal Pension - up to 12% employer contribution
  
• Generous annual bonus scheme 
  
• 28 days annual leave plus bank holidays, and a holiday buy and sell scheme
  
• A range health and wellbeing benefits, including private healthcare, income protection and life assurance
  
• Up to £400 annual personal grant to a charity of your choice
  
• Encouraged to take at least one volunteering day per year
  
• Employee Assistance Programme
  
• Full study support to gain professional qualifications
• Access to virtual GP
• Enhanced maternity and paternity pay

About us

EdenTree are a leading asset management firm dedicated to responsible and sustainable investment. Our mission is to create long-term value for our clients while making a positive impact on society and the environment. We are committed to integrating environmental, social, and governance (ESG) factors into our investment processes and promoting sustainable business practices.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.