Regional Account Manager

Job Description

What youll be doing

• Meeting or exceeding 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. Thereaftermanaging and monitoring the on-going client relationship to ensure the terms agreed by the fee committee are adhered to, implementing corrective actions if and as required.
• Managing a portfolio of advisory and wealth management firms by relationship managing the key client decision influencers. Developing an intimate understanding of the clients’ business objectives using a variety of sources to create a joint business plan,including a client contact strategy, distribution service or marketing model, commercial opportunities and bespoke solutions.
• Maintaining a high level knowledge of L&G Investment’s unit trust 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 withthe LGIMs fund management team where necessary.
• Directing and guiding the sales support team to identify and enable these co-teams to develop new Intermediary relationships. Leading quarterly review meetings within internal teams. Acting as a role model for the Wholesale Sales Team providing inspirationalguidance to other members of the team based on the LGIM Group behaviours. Maintaining a professional disposition and liaising with colleagues so the Wholesale Sales Team operates as a single business unit.
• Developing and maintaining a strong understanding of competitors and market trends. Using knowledge to identify business opportunities and incorporate into a business plan. Proactively feeding back product requirements and ideas to the propositions teamso LGIM become best in class.
• Proactively creating and executing a 3-month forward rolling plan for LGIMs fund management professionals client interaction providing impact analysis feedback and central event engagement.
• Representing LGIM at third party events including group client presentations as a fund and market trend subject matter expert. Initiating and providing feedback to the Senior Manager, Strategic Accounts. Support, present and host (as required) LGIM’s centrallyorganised client events including External, and Internally organised conferences.
• Treating Customers Fairly (TCF): Ensuring 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.

What were looking for

• Full FPC or IMC or equivalent or studying towards qualification.
• Strong commercial knowledge and ability to negotiate pre-agreed commercial rates with the clients.
• Strong business planning capability across the client portfolio.
• Strong investment knowledge and a clear understanding of LGIMs broad product range.
• Good understanding of investment processes and philosophies
• Detailed knowledge of Intermediaries and Wealth clients and their business drivers. Have a clear understanding of competitors and market dynamics
• Negotiation skills, understanding and positively challenge the clients thinking, with the ability to articulate and communicate a win win outcome.
• Excellent communication skills and a confident telephone manner
• Strong presentation skills for groups over 60 heads.
• Proven client relationship/servicing skills is essential
• Client management for an Asset Management House or Discretionary Investment Manager.
• Ability to manage workflow and contact calendar to ensure follow up to all sales calls in a timely manner
• Processes information and demonstrates behaviours in order to increase the likelihood that will successfully meet the clients’ end goals.

Additional InformationWhen you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme,which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave.