Fund Sales Specialist

The Funds Sales Specialist role involves creating and developing business opportunities with UK-based intermediaries (IFA and Restricted) as well as discretionary investment firms, in order to sell TrinityBridge ’s full fund range and protect assets already under management. TrinityBridge ’s fund range of investment services includes multi-asset and single-asset class funds, active and passive strategies, sustainable funds as well as a segregated inheritance-tax-managed service. The Fund Sales Specialist is expected to be an independent self-starter whose primary focus is sourcing and closing deals to grow AUM. The role holder will also be part of a supportive and collegiate environment and work in collaboration with colleagues from across the business including Fund Managers, Investment Specialists, DDQ/RFP, Intermediary Support team, Marketing and other business development peers. This is a home-based role linked to the London Head Office, so applicants must be based within commuting distance of London. National travel will be required. Key responsibilities Proactively pursue, identify and close new fund sales opportunities with UK-based intermediaries, discretionary investment firms and gatekeepers, securing profitable business flows Maintain a strong pipeline of realistic, quality prospects and leads, keeping it up-to-date and focused on key accounts and opportunities Deliver against ambitious sales targets and KPIs Demonstrable understanding of the tax and operational st