TrinityBridge

Account Manager

• Maintain trusted IFA relationships through proactive engagement, clear communication, and consistent service delivery, acting as the primary point of contact for fund-related queries and support
• Conduct regular outbound calls and Teams meetings with IFAs and Paraplanners to promote the fund range, share updates, and build long-term relationships
• Deliver virtual fund presentations, webinars, and product updates to IFAs and other Financial Services firms
• Proactively identify and develop new business opportunities within existing and prospective IFAs and Financial Services firms
• Provide IFAs and Paraplanners with fund performance data, market commentary, and technical/product support
• Work closely with the Investment Specialist Team to ensure coordinated approach to supporting accounts
• Work closely with the Marketing team to plan digital campaigns, webinars, and email communications targeted at the IFA channel
• Collaborate closely with the Account Director to ensure a joined-up coverage approach for shared accounts
• Remain up-to-date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
• Maintain knowledge of current regulatory practice

Sales

• 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 structures used by intermediaries e.g. Pensions, ISAs, Bonds, GIAs, Trusts and Platforms
• Articulate TrinityBridge’s full fund range in a compelling manner and stay up-to-date with all funds and investment strategies
• Act in a professional and compliant manner at all times
• Collaborate closely with the Account Manager and Account Director to develop a sales plan for targeted activity
• Stay up to date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
• Maintain knowledge of current regulatory practice

Account Manager

Fund Sales Specialist