Business Development Director, Global Financial Institutions

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Business Development Director, Global Financial Institutions

Department: Group Distribution

Location: London

Contract Type:  Perm

Reporting to: Sam Collett

The Role

To lead and coordinate the firm’s efforts to distribute RAM funds and services to financial institutions globally. This role is senior and strategic, involving a mix of client relationship management, sales leadership, and business development.

This strategic role requires coordination across the RAM business working with various departments to build a GFI business both in London and across the Globe to capture cross border market opportunity.

The role focusses on high value client relationships with multinational organisations, who require a high level of service, information and innovation both in the UK and Internationally.

The role will also require integration with senior leadership teams and business partners at both Rathbones and our key GFI clients.

Outcomes of the Role

• Strategic development. To collaborate with senior management and distribution teams to build and execute strategic initiatives as we build a GFI business and expand our distribution footprint globally.
• Strong Investment Acumen – an institutional level understating of investments and an ability to clearly articulate this to clients and drive investment solutions to meet their needs
• Contribute to the overall RAM sales targets and contribute new revenue streams.
• Acquire, manage and deepen relationships with global financial institutions such as banks, insurance companies, pension funds, sovereign wealth funds, and other asset owners.
• Serve as the key point of contact for institutional clients across geographies.
• Central and regional coordination to work with Head offices, primarily but not exclusively in London to build panel presence and then to coordinate across regional offices on a global basis.
• Executive engagement. To work with senior leadership at Rathbones and connect to senior leaders at these institutions to facilitate closer relationships and engagement.  This will require planning and briefings of a detailed level to ensure opportunities are maximised and.gain a comprehensive understanding of the adviser's business model, identify and then deliver any appropriate support.
• Proactively respond to sales leads in a timely manner. Build pipelines and oversee and manage the RFP process, pitches, and onboarding of new clients.
• Committee / Exco engagement. Work with various committees to provide intelligence and client requirements for this channel, including investment requirements, product and operations.
• Regulation, In all aspects of the role adhere to current regulations and compliance frameworks.
• Industry knowledge to maintain a highly level of  service and communication and be able to response to new opportunities and trends in the market
• Maintain a close working relationship to fund management teams for high proficiency of fund and investment market knowledge.

Knowledge, Skills and Experience

• Has built a business of GFI clients, has an institutional quality go to market approach, including deep investment understanding.
• Commercial and demonstratable experience of building investment solutions or patterns with GFI’s
• Relationship skills and ability to deal with multi-layered contacts at complex and large organisations.
• Data management. Build and maintain data’ on clients and create dashboards to monitor and gain intelligence and progress opportunities, using Salesforce, internal data and 3rd party tools
• Co-ordination and project management skills to ensure client service excellence both in build mode and maintenance.
• Investment Management Certificate as a minimum relevant Industry qualification

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.