UK DFM Fund Sales Director
Company Overview:
A fast-growing investment firm specialising in structured products and defined return strategies is seeking a Fund Sales professional to expand its footprint across the UK discretionary fund manager (DFM) market. The firm offers a suite of regulated investment solutions designed to deliver predictable outcomes and reduce portfolio volatility. With recent strategic acquisitions and product launches, the company is well-positioned to scale its distribution across professional channels.
Role Summary:
This role is focused on driving fund sales to DFMs, wealth managers, and model portfolio providers. The successful candidate will be responsible for building relationships with key decision-makers, securing fund approvals, and supporting ongoing engagement to grow assets under management. The firm's product range includes defined return funds and bespoke structured solutions, offering differentiated value to professional investors seeking capital growth, income, and downside protection.
Key Responsibilities:
- Develop and execute a targeted sales strategy for the UK DFM segment
- Engage with investment gatekeepers, analysts, and portfolio managers to promote fund solutions
- Deliver presentations and product updates, articulating fund structure, performance, and risk characteristics
- Navigate fund approval processes and inclusion in model portfolios
- Collaborate with internal teams to ensure smooth onboarding and client servicing
- Monitor market trends and competitor activity to refine sales approach
Candidate Profile:
- Proven experience in fund sales or structured product distribution to DFMs or wealth managers
- Strong understanding of defined return strategies, UCITS structures, and professional investment processes
- Excellent communication and relationship-building skills
- Ability to work independently and contribute to a collaborative team environment
- FCA-regulated experience preferred but not essential
Opportunity:
This is a unique chance to join a high-growth firm with a differentiated product offering and strong operational support. The role offers autonomy, visibility, and the opportunity to make a meaningful impact in a dynamic and expanding segment of the investment market.
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