Account Manager

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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 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

🎯 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 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 • Strong understanding of the UK retail investment market and IFA buying process • Proficient MS Word and Excel skills.

🏖️ Benefits

• We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. • We invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.