To build and develop broad deep relationships with LGIM’s key Retail advisory firms, ensuring a long term strategic relationship is maintained through proactive business planning including negotiating the appropriate commercial terms whilst coordinating the internal support resource and its deployment.

To build and develop broad deep relationships with LGIM’s key Retail advisory firms, ensuring a long term strategic relationship is maintained through proactive business planning including negotiating the appropriate commercial terms whilst coordinating the internal support resource and its deployment.

• To meet or exceed sales performance targets, delivering revenue by compliant product distribution and cross-selling opportunities including the client commercial negotiations whilst recommending and owning the terms approved by the fee committee. Thereafter manage / monitor the on-going client relationship to ensure the terms agreed by the fee committee are adhered to, implementing corrective actions if and as required.
• Treating Customers Fairly (TCF): Ensure all activity is in accordance with the Group’s requirements and regulatory duties, including that customers are treated fairly in line with L&G’s Customer Experience and TCF Policy.
• Manage a portfolio of advisory firms by relationship managing the key client decision influencers. Develop an intimate understanding of the clients’ business objectives using a variety of source to create a joint business plan including a client contact strategy, distribution service / marketing model, commercial opportunities and bespoke solutions.
• Maintain high level knowledge of L&G Investment’s unit trust, SICAV, ICAV, ETF ranges and the investment philosophy to ensure the client’s investment objectives are delivered. This will include managing and inputting into the RFP process as well as working closely with the LGIMs fund management team where necessary.
• Direct and guide the broker desk and the sales support team to identify and enable these co-teams to develop new Intermediary relationships. Lead quarterly / documented review meetings with both parties. Act as a role model for the Retail Sales Team providing inspirational guidance to other members of the team based on the LGIM Group behaviours. Maintain a professional disposition and liaise with colleagues so the Retail Sales Team operates as a single business unit.
• Develop and maintain a strong understanding of competitors and market trends. Use knowledge to identify business opportunities and incorporate into a business plan. Proactively feedback product requirements and ideas to the propositions team so LGIM become best in class.
• Proactively create and execute a 3-month forward rolling plan for LGIMs fund management professionals client interaction providing impact analysis feedback and central event engagement.
• Represent LGIM at third party events including group client presentations as a fund and market trend subject matter expert. Initiate and provide feedback to the Senior Manager, Strategic Accounts. Support, present and host (as required) LGIM’s centrally organised client events including Spotlights, Threesixty’s and the Investment Conference

• IMC essential
• Investment client management for an Asset Management House.
• Commercial: Strong commercial knowledge and negotiate pre-agreed commercial rates with the clients.
• Corporate business management and relationship management: Strong business planning capability across the client portfolio.
• Product: Strong investment knowledge and a clear understanding of LGIMs broad product range.
• Process: Good understanding of investment processes and philosophies
• External Knowledge: Detailed knowledge of Intermediaries and Wealth clients and their business drivers. Have a clear understanding of competitors and market dynamics
• Negotiating: understand, positively challenge the clients thinking, articulate / communicate a win-win outcome.
• Communication: Excellent communication skills and a confident telephone manner
• Presentation: strong presentation skills for groups over 60 heads.

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days' holiday, private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, as well as a 12% car allowance scheme, your hard work will be rewarded when you join us.