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

Demonstrate an understanding of the regulatory framework relevant to the role, whilst practicing effective risk management taking account of outcomes for clients.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow the principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

Comply with the PA Dealing policy.

Ensure required training is kept up to date and completed within the set timeframe given by TrinityBridge.

At least five years’ experience in a similar capacity within an Asset Management business, Wealth Management business or financial institution

Proven account management track record, ideally within IFA distribution

Excellent telephone manner, communication, and virtual presentation skills

Highly organised and self-motivated, with a proven ability to manage competing priorities and deliver results with minimal supervision whilst working remotely

Outstanding attention to detail

A team player

Resilient and accountable, with a willingness to take ownership of issues and demonstrate persistence in achieving outcomes

Commercial awareness, business initiative and emotional intelligence

Strong communication skills, verbal and written

Able to work under pressure at times, with a positive “can-do” attitude

Strong understanding of the UK retail investment market and IFA buying process

Proficient MS Word and Excel skills