Investment Sales & Marketing Executive

Description

We are looking for an Investment Sales \& Marketing Executive to join the Benchmark Investment team.

Sitting between the investment, distribution and marketing functions, you will support the positioning, communication and promotion of Benchmark’s investment proposition. You will work closely with Portfolio Managers, Investment Directors, Marketing and Business Development teams to produce clear, accurate and consistent materials for advisers, clients and external partners.

You will support business growth by producing client\-facing content, coordinating sales and marketing activity, responding to investment queries and maintaining accurate product information across systems and materials.

This role will suit someone with investment knowledge, strong written communication skills and an interest in how investment propositions support adviser engagement and commercial growth.### What you'll do

• Act as a link between the investment, distribution and marketing teams, supporting consistent and accurate investment messaging.


• Support sales and marketing activity relating to Benchmark’s investment proposition.


• Prepare materials for new business pitches, adviser meetings, client presentations and marketing campaigns.


• Help coordinate investment communications across adviser, client and external partner channels.


• Support the delivery of product launches, commercial campaigns and other investment initiatives.


• Work with Business Development and Marketing teams to respond to commercial opportunities and requests.


• Maintain sales and marketing materials, making sure content remains accurate and up to date.


• Produce high\-quality client\-facing materials, including presentations, product updates, marketing content and investment reports.


• Work with Portfolio Managers and Investment Directors to translate investment strategy and technical information into clear, client\-focused content.


• Support the production of investment commentary, proposition updates and adviser communications.


• Review investment content for accuracy, consistency and alignment with Benchmark’s proposition.


• Adapt information for different audiences, including advisers, clients and external partners.


• Coordinate input and approvals from investment, marketing, distribution and compliance stakeholders.


• Complete and manage requests for proposals, requests for information, due diligence questionnaires and consultant questionnaires.


• Coordinate responses to environmental, social and governance\-related requests.


• Gather information from Portfolio Managers, Investment Directors and other subject matter experts.


• Manage submissions within agreed timescales and maintain an accurate library of approved responses.


• Identify opportunities to improve the quality, consistency and efficiency of future submissions.


• Maintain accurate product data, messaging and documentation across internal systems, databases and external platforms.


• Respond to product and portfolio\-related queries from internal stakeholders and external partners.


• Produce regular and ad hoc reporting to support sales, marketing and distribution activity.


• Maintain records of materials, submissions and commercial activity.


• Support the preparation and validation of investment data used in presentations and client communications.


• Work with relevant teams to resolve gaps or inconsistencies in product information.


• Contribute to product governance and oversight activity, supporting accurate and consistent representation of Benchmark’s investment proposition.


• Assist with proposition development, ESG integration and new investment solution launches.


• Support the preparation of materials for relevant governance and oversight meetings.


• Maintain appropriate records and documentation relating to investment communications and proposition activity.


• Follow relevant financial promotion, compliance and approval processes.


• Monitor competitor activity and industry developments that may affect investment positioning or client communications.


• Identify opportunities to improve the production and management of investment sales and marketing content.


• Use data, technology and appropriate AI\-enabled tools to improve the efficiency, consistency and quality of materials and responses.


• Maintain templates, content libraries and supporting resources.


• Help improve collaboration between investment, marketing and distribution teams.


• Take ownership of agreed activities and provide clear progress updates to stakeholders.


• Experience in an investment sales support, investment marketing, product specialist, RFP, client reporting or investment support role.


• A good understanding of financial markets, investment products and portfolio strategies, ideally gained within wealth or asset management.


• Experience supporting sales, marketing, distribution or client engagement activity.


• Strong written communication skills, with the ability to translate technical investment concepts into clear, client\-friendly language.


• Experience producing presentations, investment reports, marketing materials or questionnaire responses.


• Strong attention to detail, with experience maintaining accurate product data and documentation.


• Strong organisational skills and the ability to manage several deadlines and priorities.


• Confidence working with Portfolio Managers, Investment Directors and other senior stakeholders.


• The ability to coordinate input from different teams and manage work through review and approval stages.


• Good working knowledge of Microsoft Excel and PowerPoint.

The knowledge, experience and qualifications you need

• Experience working with financial advisers, investment consultants or intermediary distribution channels.


• Experience using tools such as Qvidian, Morningstar, Refinitiv, FactSet, eVestment or similar platforms.


• Knowledge of financial promotions and content approval processes within financial services.


• Awareness of ESG frameworks and reporting requirements.


• Experience using customer relationship management or marketing platforms.


• Progress towards or completion of a relevant qualification, such as the IMC, CFA or CISI.


• Degree\-level education or equivalent professional experience.

Why join Benchmark?

• Work at the centre of a growing UK wealth management business with a strong investment proposition.


• Gain exposure to portfolio managers, investment strategy and commercial distribution activity.


• Play a visible role in how investment solutions are positioned and communicated to advisers and clients.


• Work across investment, sales and marketing teams on a varied range of commercial activity.


• Develop your understanding of investment products, adviser distribution and client engagement.

About Benchmark Capital

Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self\-employed and independent models. Our solutions are award\-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.

We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.

Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.

As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio\-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.

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