Business Account Manager

Purpose

Predominantly based in the London office, the role of the Business Account Manager is to establish and grow relationships with financial adviser firms in partnership with the field based BDM, which in turn will create opportunities to sell the broad 7IM proposition. Interaction with advisers will be carried out using a combination of the telephone and Microsoft Teams.

Responsibilities

Sales

• Work with BDM and BAM Team Leader to agree a developmental panel of accounts and target list of prospects they will own and be responsible for business development from.
• Lead new business development with this panel by taking a consultative approach to identifying appropriate opportunities to hand to BDM and/or Discretionary/PRM/Investment Solutions team where required.
• Frontline for all 7IM products, undertaking regular product training to maintain knowledge at a level sufficient to talk in depth about investment solutions, DFM and platform.
• Manage retention and identify cross-sell opportunities to an agreed list of existing key accounts.
• Have a regular structured meeting with line manager to review and discuss progress, general performance and agreed priorities going forward.

Service

• Support the BDM with their development work on their wider panel accounts as required.
• Field-based visits as and when appropriate.
• Work collaboratively with the BDM to ensure service and support to existing adviser partners is maintained to high standard.
• Regularly meet and formally review both panels with the relevant BDM and promote/relegate clients as appropriate.
• Assist with regional event planning and organisation.
• Assist with targeted campaigns and associated follow-ups.

Compliance and Conduct

• Ensure all panel ownerships are accurately recorded and updated in CRM.
• Ensure all meeting notes and relevant client activity is accurately recorded in CRM.
• Undertake regular 7IM Product Training and maintain wider industry and competitor knowledge.
• In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.