Business Development Manager – MPS – Fundhouse (Nationwide)

Overview

In this role you drive growth for Fundhouse’s Model Portfolio Service (MPS) by engaging new prospects and servicing existing clients. You will be the key contact for client relationships, coordinating cross-functional input to deliver high-touch service and keep opportunities moving toward conversion. Frequent travel and client events are part of the role, making relationship-building and market insight essential. You’ll work with the Investment Management team to tailor materials and showcase Fundhouse solutions, shaping client experience and business growth.

Pay / Benefits

• professional development opportunities
• vibrant and inclusive culture
• career opportunities and rewards
• well-being benefits
• hybrid/remote work with in-office collaboration

Responsibilities

• Identify and contact potential clients, respond to inbound leads, set up introductions, host meetings, and follow up to close opportunities
• Lead or collaborate on business development webinars and regional events
• Maintain deep knowledge of Fundhouse services, investment solutions, and market views
• Host virtual and in-person meetings with Investment Management support as needed
• Demonstrate understanding of asset allocation, fund research, and portfolio construction
• Prepare and tailor presentation decks, RFPs, brochures, proposals, and articles for clients
• Participate in project-based initiatives and internal MPS forums to enhance client experience and growth
• Focus on problem-solving and delivering practical solutions

Key requirements

• Prior experience with financial advisers and MPS clients
• Experience in relationship management, prospecting, and service delivery
• Understanding of markets and portfolios with interest in current market developments
• Excellent interpersonal skills and a proactive, confident engagement with diverse clients
• Self-motivated, client-focused, and able to work independently or in a team
• Brand alignment and a desire to positively impact clients’ lives as Fundhouse ambassador
• Attention to detail and ability to articulate investment views clearly to clients
• Awareness of compliance responsibilities and professional standards

• Excellent interpersonal skills
• Proactive mindset
• Engagement with diverse clients
• Understanding of asset allocation, fund research and portfolio construction
• Ability to prepare and tailor decks, RFPs, brochures, proposals, and articles
• Market knowledge and staying informed on developments

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