Head of Investment Management (Sales focus)

About us

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.

The role

The TPW Head of Investment Management (Sales focus) role will pay a critical role to our future growth ambitions by driving IM business strategy, and leadership of revenue drivers and growth of the business. Post holder will be part of the Executive Leadership team of TPW and report to the Titan Wealth Group Sales Director and a dotted line into TPW CEO.. This role will be required to spend at least 2-3 days a week in our Harrogate office to be visible to the team you will lead and occasional travel to our Peterborough and London offices. 

Job responsibilities

• Own, implement and evolve a proactive GTM strategy set by Group to drive sales initiatives, , deploying additional capital and ultimately driving the performance and growth of the business.
• Drive a team of Investment Managers to deliver the revenue growth, setting targets and managing the team appropriately against those targets.
• Embed a sales driven culture, ensuring that the client’s needs continue to be at the heart of the service we offer to new and existing clients.
• Working closely with the Marketing team to develop strategy in line with Group objectives and meet entity and wider group growth targets.
• Be an ambassador for the brand and expected to perform as such, working to develop the exposure of the brand and reputation of the group.
• To carry out any other duties as may reasonably be required.
• Adhere to consumer duty.

Education and requirements

• Strong sales track record within the investment management industry
• Proven experience in improving sales results, embedding A sales culture and delivering excellent client service whilst ensuring all client outcomes are inline with Consumer Duty and meet all regulatory requirements.
• Previous management of investment teams is essential.
• Strong leadership, development and mentoring skills.
• Ability to influence, drive and deliver.
• Excellent client facing skills with strong written and verbal communications.
• Effectively builds formal and informal relationship networks inside and outside the organisation.
• A highly motivating leader with sound investment judgement.
• Excellent ability to communicate effectively and persuasively.
• Astute commercial sense, strong analytical skills and superior critical thinking.
• Excellent oral and written communication skills; strong presentation and process management skills.
• A strong sense of energy, drive, and commitment

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.