You will report into the UK Pooled Client Management leader, focusing on the UK Wholesale clients based primarily in London, and be responsible for partnering with the EMEA Pooled Client Management team and Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.

Role Responsibilities

How you’ll spend your time…

You will own the ongoing relationship for existing and new Pooled clients in line with our contractual agreements and Columbia Threadneedle standards. You will also support the team leader in overseeing and supervising the activities of other members of the team. As a Senior Client Manager, we expect you to perform all of the following responsibilities primarily for our most strategic and/or complex clients based in the UK Wholesale market:

          Pre-win

Own response to service elements of Requests For Proposals (RFPs), pitches & initial due diligence events. Establish client service intent and map to the firm’s capabilities.Discuss & start to manage service expectations with the client.Identify and begin to investigate/challenge potential service complexities.

Start to identify and drive solutions to service needs.

Implementation and change

Manage client engagement throughout event including negotiation of client contractual documentation in partnership with our contracting experts. Engage internal teams as required and own event from client perspective. Ensure clear understanding of client service intent internally as this evolves. Finalise rebate terms with the client and ensure correct coding internally. Agree and document proposition with client & internally. Provide / set up provision of required (e.g. regulatory) information to client. Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor, etc). Verify that service setup and first deliverables match client expectation. 

Ongoing client experience

Be able to own the ongoing client relationship for a defined portfolio of clients, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience. Build and strengthen client relationships through regular engagement and periodic service reviews to gain a deep understanding of their needs.Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements. Be accountable to the client for the resolution of investment- and service-related issues and changes, coordinating with responsible internal teams to ensure accurate and timely delivery. Co-ordinate and own prep, meetings and follow-up for ongoing events such as due diligence and investment review meetings. Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics).  Proactively monitor delivery vs proposition, including sign-off where required for service deliverables, and address areas of inefficiency/performance challenges. Proactively identify client impact due to regulatory/industry change and commission necessary response internally. Proactively identify and drive client specific & thematic improvements to their experience. 

In addition, we expect you to play an active role in supporting the strategic goals of the Client Management function, such as:

Building internal partnerships across our firm to drive better outcomes for our clients and our partners. Working with Client Management leadership to identify and migrate activities to the relevant centre of expertise. Identifying and driving opportunities for consistency of engagement and delivery across regions. Identifying and driving process efficiencies, simplifying/enhancing controls and designing/providing management information to help us manage our team and client experience more effectively. Contributing strongly to the design and delivery of strategic change across the team. 

Key Capabilities

To be successful in this role you will have…

Corporate pooled client relationship management experience, including experience of UK and Luxembourg based mutual fund ranges (both managed portfolios and single strategy), Management Companies and Transfer Agencies. Strong investment management experience including thorough understanding of fund management, financial instruments, administration processes, performance analysis and reporting.Experience driving and negotiating legal contractual changes  Must be a structured individual with strong workflow management and project management skills. Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions. Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business. Good self-organisational and time management skills; ability to work under pressure to short deadlines. Drive and enthusiasm demonstrated through strive to achieve a first-class service management function. Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process. 

Desired Capabilities

If you also had this, it would be great…
 

Investment Management Certificate (or equivalent) preferred.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

 

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Sales