Overview
In this role you drive growth for Fundhouse’s Model Portfolio Service (MPS) by building and nurturing client relationships across regions. You will work closely with the Head of Business Development to deliver a high-touch service, identify new prospects, and manage end-to-end opportunities from outreach to conversion. You’ll host and participate in events and webinars, collaborating with Investment Management to tailor solutions. Your market knowledge and proactive approach will shape client experience and portfolio discussions, helping Fundhouse expand its presence.
Pay / Benefits
- professional development opportunities
- supportive leaders
- vibrant and inclusive culture
- career opportunities across scale
- benefits to enhance well-being
Responsibilities
- Identify and engage potential clients, respond to inbound leads, arrange introductions, host meetings, and drive opportunities through to conversion
- Collaborate on or lead business development webinars and regional events
- Maintain deep knowledge of Fundhouse services, investment solutions, and market views
- Host virtual and in-person meetings with support from Investment Management as needed
- Demonstrate understanding of asset allocation, fund research and portfolio construction
- Prepare and update presentation decks, RFPs, brochures, proposals, and articles tailored to client needs
- Participate in project-based initiatives and internal MPS forums to enhance client experience and business development
- Focus on problem-solving and delivering practical solutions
Key requirements
- Prior experience working with financial advisers and MPS clients
- Experience in relationship management, prospecting, and service delivery
- Understanding of markets and portfolios with interest in current market perspectives
- Excellent interpersonal skills and proactive, confident client engagement
- Driven, client-focused, ambitious; capable of working independently and in a team
- Brand and values alignment; desire to positively impact clients and represent Fundhouse
- Attention to detail and ability to articulate investment views to clients
- Awareness of compliance responsibilities and professional standards
- excellent interpersonal skills
- proactive mindset
- ability to engage confidently with a diverse range of clients
- market knowledge and portfolio understanding
- presentation and RFP/proposal development
- ability to tailor communications to client needs
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