Fundhouse (UK)
Business Development Manager
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Business Development Manager - Fundhouse MPS
Location: Flexible
Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development, the successful candidate will act as a key point of contact and maintain and service relationships with new and existing clients, delivering an industry-leading, high-touch service. You will also acquire, develop, and manage relationships with new prospects to support the growth of our MPS offering.
The role also involves frequent travel to meet clients and host events, therefore, access to a car/driving license is essential.
We will count on you to:
- Identify and reach out to potential clients, responding to inbound leads, arranging introductions, hosting meetings and ensuring timely follow-up to progress opportunities through to conversion
- Collaborate or lead on business development webinars and regional events
- Maintain comprehensive knowledge of Fundhouse’s services, investment solutions, and market views
- Host virtual and in-person meetings (with support from the Investment Management team as needed)
- Demonstrate market knowledge and an understanding of asset allocation, fund research and portfolio construction
- Prepare and update presentation decks, RFPs, brochures, proposals, and articles - tailored to client needs and market demand
- Participate in project-based initiatives and internal MPS forums focused on enhancing client experience and business development
- Focus on problem-solving and delivering practical solutions
What you need to have:
- Prior experience working with financial advisers and MPS clients
- Experience of relationship management, prospecting, and service delivery
- Ability to demonstrate an understanding of markets and portfolios, with an interest in staying informed on current team perspectives and broader market developments
- Excellent interpersonal skills, a proactive mindset, and the ability to engage confidently with a diverse range of clients
- Driven, client-focused, ambitious and comfortable working both independently and as part of a team
- Brand and values alignment, with a desire to positively impact clients’ lives and act as an ambassador for Fundhouse
- Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients
- Awareness of compliance responsibilities and professional standards
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What makes you stand out?
- Prior experience managing client relationships and prospecting
- Excellent people skills, ethics and a desire to build lasting client relationships
- Highly motivated to drive the growth of the MPS business
Why join our team?
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
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Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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