Account Manager – Quoted Funds Job at Octopus – London

Company Description

Do you have a passion for delivering excellent customer service and a strong commercial awareness that naturally creates sales opportunities? Are you someone who is looking for: an opportunity to grow in a diverse and dynamic team with a motivating pay and commission structure, and an exciting brand that’s changing the market? The the Estates & Probates team could be for you.

About Us

Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today we manage more than £10.6 billion on behalf of over 63,000 investors and have over 750 employees.

We raise capital for some of the UKˋs most ground–breaking and exciting start–ups, independent, private and publicly listed companies, whilst genuinely solving individual investor problems. This is done through a network of Financial Advisors that the Sales team (that’s your team) build relationships with.

Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.

Job Description

About the role

This role will join the Quoted Distribution Team, which sits in the Strategic Partnerships Team within Octopus Investments. The Quoted Distribution Team are responsible for the growth and development of the Quoted fund offering at Octopus Investments.

As Account Manager, you will report into the Head of Quoted Distribution and will be responsible for supporting the team’s effort in raising assets into various funds including our super exciting Future Generations Fund: https://octopusinvestments.com/our-products/fp-octopus-uk-future-generations-fund/

You will be given the opportunity to play an integral role in ensuring the team achieve the fundraising targets and effectively deliver a distribution strategy predominantly focused on the UK Wholesale Market (Wealth Managers, Discretionary Fund Managers, Independent Financial Advisers, Family Offices and Multi-Managers).

We are looking for someone who is commercially minded and genuinely interested in Fund Management and Distribution, who is willing to be part of a small team and take on varied tasks to achieve the ambitious targets the team have set.

There will be an opportunity to develop a high performing skill set and build a career in Business Development and Marketing, with exposure to Product Management and Investment Management.

Essential Job Functions

Support sales activity by making outbound follow-up calls, fulfilling literature requests, booking meetings, and ensuring CRM system is kept up to date.

Support marketing and sales team members to co-ordinate and organise client events (both in house and third party) and lead any follow-up activity.

Assist with pre-meeting research and the preparation of sales and marketing materials, including presentation packs.

Liaise with the Tax BDM team to ensure there is ongoing integration with the Quoted sales team.

Provide RFP/DDQ process support – co-ordinating responses and requirements from various internal teams.

Ownership of lead generation for the team, tracking & reporting of data and creating quarterly reports.

Conduct competitor/market research and analysis, using 3rd party tools such as Financial Clarity and Lipper/FE Analytics.

Work with the Data team to help organise the monthly MI from investment platforms, to identify leads and provide to sales team.


Job Specific Experience/Technical Skills/Abilities

Familiarity with, and a genuine interest in, financial markets and investment management would be advantageous.

Appetite for continuous personal and professional development, a desire to further your career within investments and sales.

Self-starter with the ability to communicate clearly and concisely.

Extremely organised, good attention to detail and ability to prioritise workload.

Team player with a positive, can-do attitude.

Strong analytical skills.

Excellent verbal and written communication skills, and confident on the telephone both internally and externally.

Good commercial instincts

Highly proficient in MS Office: Word/Excel/PowerPoint.

Comfortable in using technology and leveraging digital applications.

Additional Information

Our Values and DNA

At Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold. These are the principles that guide us as an organisation.

What we offer

We’ve built an exciting and inclusive high-performance culture where employees feel empowered. All our employees are given the opportunity to develop new skills, aim higher and accelerate their careers. We strongly believe in supporting our employees to bring their best, authentic self to work. We’ve worked hard to ensure our benefits offering has been designed to motivate through ownership and to offer support for you, and your family, through many different services. We’re constantly reviewing and enhancing what we have on offer but here’s a brief overview, and there’s heaps more too:

A really valuable share ownership scheme, competitive salary and discretionary bonus, an openness to flexible working, Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Shout & much more, a take what you need holiday policy, enhanced family leave policies, pension, life assurance and healthcare. We also focus our efforts on Octopus Giving, our charitable foundation dedicated to helping charities which are making the world a better place and on Octopus Springboard where we help our employees become fully-fledged entrepreneurs.

We recognise that over the last 18 months the way people work has changed, we’re a business whose fantastic culture has been built on face-to-face interactions with our customers and of course each other. At our heart we’re a sociable business and we’re keen to maintain this moving forward but also appreciate the benefits working from home can bring to our life and work productivity. Our teams are coming back into the office 3 days a week, however we’re allowing teams the freedom to make this work best for them and for our business. We also recently introduced a policy which allows our employees to work overseas for up to a month per year, usually in the summer months.

We’re committed to creating a diverse and inclusive employee experience for all. We’re committed to promoting equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.

About the Company

Company: Octopus –

Company Location:  London

Estimated Salary:

About Octopus -