Account Manager

🕒 August 1

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 50%

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TrinityBridge

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

🤝 B2B

Finance • B2B

TrinityBridge is an investment funds/asset management firm whose website and materials are directed at institutional investors, FCA-authorised intermediaries, and connected persons rather than retail clients. The site contains fund information, application-related functionality, and legal/compliance disclaimers noting the information is for informational purposes only and not investment advice or an offer to sell securities. The website also describes its use of cookies and third-party tracking for site functionality, analytics, and marketing.

📋 Description

• Maintain trusted relationships with Independent Financial Advisers and Paraplanners across the UK • Act as the primary point of contact for fund-related queries and support • Conduct outbound calls and Microsoft Teams meetings to promote the fund range, share updates, and build relationships • Deliver virtual fund presentations, webinars, and product updates to IFAs and other financial services firms • Identify and develop new business opportunities within existing and prospective IFAs and financial services firms • Provide fund performance data, market commentary, and technical/product support • Collaborate with the Investment Specialist Team on account support • Work with Marketing to plan digital campaigns, webinars, and email communications for the IFA channel • Collaborate with the Account Director on coverage of shared accounts • Maintain current knowledge of regulatory requirements and practice affecting fund distribution • Demonstrate effective risk management and compliance with relevant internal and external rules • Attend team meetings and updates in London and occasionally other TrinityBridge offices across the UK • Attend face-to-face client meetings when required

🎯 Requirements

• 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 ability to manage competing priorities and deliver results with minimal supervision while working remotely • Outstanding attention to detail • Team player • Resilient and accountable, with willingness to take ownership of issues and demonstrate persistence in achieving outcomes • Commercial awareness, business initiative and emotional intelligence • Strong verbal and written communication skills • Ability to work under pressure with a positive “can-do” attitude • Strong understanding of the UK retail investment market and IFA buying process • Proficient MS Word and Excel skills • Understanding of the regulatory framework relevant to the role • Compliance with FCA principles, Consumer Duty, Compliance Manual, and applicable compliance and risk policies • Compliance with the PA Dealing policy • Required training completed within the specified timeframe

🏖️ Benefits

• Home-based/remote working arrangement • Flexible work options to help balance work and home life • Inclusive benefits supporting healthy balance and wellbeing • Professional growth and development opportunities • Sense of belonging and team spirit • Accessibility adjustments during the recruitment process • Required training supported and kept up to date

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