Business Development Services Lead Specialist

Job Description

Who were looking for We are looking for a Business Development Services Lead Specialist, reporting into the Business Development Services Manager, will specialise in Schroders Multi-Asset and Solutions strategies. About Schroders We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we have been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We are close to our clients, in the heart of the UKs financial centre. And we have everything we need to work flexibly. The team Positioned within Global Marketing, the Business Development Services team contributes to Schroders business generation, continued servicing and retention of existing clients by effectively completing Request for Proposals (RFPs), Requests for Information(RFIs), Due Diligence Questionnaires (DDQs) and Surveys across the full range of Schroders investment capabilities. The team covers Institutional and Intermediary channels, including wholesale clients via platforms and distributors across the UK, Europe,Middle East and Africa. The job holder will work in close collaboration with Multi-Asset Product, Solutions, Distribution and Sales teams to produce professional, customised high quality and timely proposals in response to RFP/RFI requests from prospective and existing clients. The Business Development Services Specialist will be expected to demonstrate Schroders Values: striving for Excellence; working with Innovation & Teamwork; having Passion and Integrity and a strong commitment to build on Schroders profile, profitability andclient base whilst liaising effectively with stakeholders across the business. The job holder has a responsibility to pay due regard to the interests of our customers and treat them fairly, ensuring that the information provided to clients on products and services is clear and useful and enables them to understand fully what they arebeing offered. They are required to be familiar with and operate to the teams current procedures, EMEA Marketing content rules, and the principles behind Treating Customers Fairly and Conduct Risk. What youll do Produce high quality, client focused, accurate and compliant RFPs, RFIs, DDQs within the agreed deliverable timeframe, adhering to relevant rules and guidelines. Edit standard and bespoke material to suit the clients requirements. Develop key messages intoan executive summary for RFPs where relevant to deliver a compelling submission. Project manage the co-ordination and assume end-to-end ownership of submissions from allocation through to delivery. Ensure submissions are completed within specified deadlines, maintaining an open line of communication with all parties involved. Liaise with Product, Distribution, Infrastructure and other subject matter experts across the business to obtain accurate information and prepare detailed proposal content. Demonstrate professional behaviours and an ability to work in a co-operative, consistent, diligent and efficient manner - at times under pressure. Provide support to other team and department members, particularly during busy periods. Contribute to team and department initiatives. Undertake compliance checks for other team members when required. Where appropriate, attend Schroders and external industry events to further market and product knowledge. Record and file all materials in accordance with team procedures, FCA requirements and wider EMEA Marketing content rules. Follow the defined processes for the use of the RFP database (Qvidian), ensuring the content is current, relevant and accurate. Participation in ad hoc projects as assigned. The knowledge, experience and qualifications that will help Candidate should have a Financial or Asset Management background, ideally with experience in an RFP role. Experience in relation to Multi-Asset or Solutions strategies is desirable but not essential. Strong team player, with the ability to mange multiple assignments effectively, use own initiative and a self-starter. Ability to interact effectively and professionally at all levels of seniority and across multiple cultures. Experience using a content database (i.e. Qvidian or equivalent) is advantageous. The knowledge, experience and qualifications you need Team player Efficient project management skills and well organised proactive approach Strong numeracy and literacy Excellent attention to detail and proofreading skills Good interpersonal skills Candidates should be educated to degree-level (or have equivalent working experience) Strong Microsoft Office skills (Excel, PowerPoint, Word). Language skills an advantage IMC (or equivalent, or the ambition to do so) Were looking for the best, whoever they are Schroders is an equal opportunities employer. Youre welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.