Sales Support Executive

The Value of Active Minds
 

About Jupiter

Jupiter is one of the UK’s leading investment management companies with over 500 employees and £51.3 billion worth of assets under management (as at 30th June 2024).

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings. 

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home.  This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

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The role of a Sales Support Executive at Jupiter Asset Management is pivotal in ensuring the smooth operation and success of the sales team. Principally a support-based role providing assistance to the wider sales team and Jupiter’s clients, this position requires a professional who is not only adept at administrative tasks but also possesses a keen understanding of the asset management industry.

The Sales Support Executive acts as the backbone of the sales team, providing essential support that enables the team to focus on driving client inflows and defending against outflows.

The Sales Support Executive should look to take the initiative and be proactive in identifying opportunities for improvement within the sales process is. A successful Sales Support Executive will not wait for direction but will actively seek ways to enhance efficiency and effectiveness.

Key Responsibilities

Administrative Support

• Documentation Management: Handle all documentation related to sales processes, including the preparation and review of presentations and client communications
• Database Management: Maintain and update Salesforce, ensuring all client information is accurate and up to date.
• Meeting Coordination: Schedule and organise client meetings for the sales manager/director where appropriate
• Assist with organising and responding to the daily email traffic into the client services inbox, ensuring requests are managed efficiently and promptly
• Oversee mass monthly and weekly reporting forwarded from Client Reporting.

Client Support

• Client Communication: Act as the first point of contact for clients, addressing their queries and providing information about Jupiter’s fund range
• Client Relationship Management: Support the sales team in managing and nurturing relationships with existing clients.

Sales Support

• Support the UK Sales team with their key clients and any requests they have for sales pitches, meetings, and client queries, maintaining a close working relationship with the sales manager.
• Liaise with departments across the business to source vital information on funds and due diligence.
• Contribute to the working processes of the UK sales support team to ensure smooth operation of internal dealings.
• Produce reports using Business Objects, Salesforce, Financial Express, Financial Clarity, and other sales tools to aid the team's sales efforts.
• Complete client due diligence questionnaires and RFPs using information sourced from around the firm
• Client engagement: Responsible for roadshow and event recruitment calls, webcast follow-up calls, and event follow-up calls
• Event Planning: Assist in the planning and execution of sales events, conferences, seminars and webcasts
• Lead Generation: Assist in identifying and qualifying potential leads for the sales team
• Market Research: Conduct research on market trends, competitor activities, and potential opportunities to support sales strategies.
• Sales Reporting: Prepare sales reports and analysis to track performance and identify areas for improvement.
• Project Management: Responsible for managing various projects and initiatives, ensuring timely delivery and adherence to objectives
• Interdepartmental Liaison: Work closely with other departments, such as marketing, compliance, legal and finance, to ensure seamless communication and coordination.

Desired Skills / Experience

Professional Experience

• Minimum of 2 years of experience in a sales support or administrative role preferred but not essential, preferably within the asset management or financial services industry.

Soft Skills

• Communication: Excellent verbal and written communication skills, with the ability to interact effectively with clients and internal teams.
• Organisational Skills: Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines.
• Attention to Detail: Meticulous attention to detail, ensuring accuracy in all aspects of the role.
• Problem-solving: Ability to identify and resolve issues proactively and efficiently.
• Team Player: Collaborative mindset with the ability to work well within a team environment.
• Ability to work under time pressure and meet strict deadlines
• Capable of working autonomously while developing good inter-departmental knowledge and relationships.

Additional Role Details

• This role is subject to the Conduct Rules set by the FCA.

Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.