Experience

AMX by Carne

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Client Services Manager

  • Jan 2022 - Present



BWD Search & Selection

• Staffing and Recruiting
• 1 - 100 Employee

• Client Director - Investments

  • Nov 2019 - Jan 2022

  Specialist recruitment consultant for the UK Financial Services sector, focusing on Pension and Investment roles Specialist recruitment consultant for the UK Financial Services sector, focusing on Pension and Investment roles



TPT Retirement Solutions

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Business Development Manager

  • Mar 2019 - Oct 2019

  Managing end to end sales process for promoting TPT's DB Complete MasterTrust solution to market. Managing end to end sales process for promoting TPT's DB Complete MasterTrust solution to market.



JLT Employee Benefits

• Sales Manager; Principal - Investment Solutions

  • Feb 2018 - Feb 2019

  Managing end to end sales process for full range of JLT Investment Solutions , including ;- Defined Contribution, trust and contract based arrangements- Defined Benefit, advisory and delegated services- Fiduciary management (DC & DB)- Buy In / Buy out services Working closely with Investment Consultants, Trustees, Third Party Evaluators and Asset Managers to deliver the best possible outcome for pension scheme members. Managing end to end sales process for full range of JLT Investment Solutions , including ;- Defined Contribution, trust and contract based arrangements- Defined Benefit, advisory and delegated services- Fiduciary management (DC & DB)- Buy In / Buy out services Working closely with Investment Consultants, Trustees, Third Party Evaluators and Asset Managers to deliver the best possible outcome for pension scheme members.



VesselsValue

• United Kingdom
• Maritime Transportation
• 1 - 100 Employee

• Client Services Manager (contract role)

  • Nov 2017 - Jan 2018

  Contract role, managing client subscriptions, upselling additional products and creating marketing materials and sales aids. Contract role, managing client subscriptions, upselling additional products and creating marketing materials and sales aids.



PRIORY ASSET MANAGEMENT LLP

• Business Consultant (contract role)

  • Jun 2017 - Sep 2017

  Update and review of risk register and client engagement strategy to ensure full ongoing compliance with regulatory requirements Update and review of risk register and client engagement strategy to ensure full ongoing compliance with regulatory requirements



Simplify Consulting

• Business Consulting and Services
• 1 - 100 Employee

• Business Development Consultant (contract role)

  • Jan 2017 - Apr 2017

   Review and enhancement of external marketing collateral, including sales brochure Creation of new business leads for Simplify Consulting, presentation of services and market insight to a number of key asset managers, Investment Platforms and Investment Consultancies Market review and successful implementation of small business CRM system to centralise contacts, client base and opportunities Development of client segmentation matrix to allow business partners to focus sales and new business activity



Old Mutual Wealth

• Institutional Sales & Relationship Manager

  • Jul 2011 - Dec 2016

  Integral role in shaping Old Mutual Wealth’s Investment Only (IO) Platform strategy and new business development for DC & DB clients. Resulting in rapid expansion of distribution channels, introduction and development of several key strategic partnership deals.Exceeded new business targets for last 4 years, personally rewarded as one of Sales team high achievers for past 3 consecutive years.Key account/relationship manager for a number of Investment Consultancies, Fund Groups and key strategic partners. Regular attendance at Trustee Meetings, Fund Group Events and Strategy reviews.



Skandia

• Sweden
• Insurance
• 700 & Above Employee

• Institutional Platform Operations & Client Relationship Manager

  • May 2010 - Jun 2011

  Responsible for team dealing with all aspects of Institutional Platform operational delivery, key account management, asset transitions and client relationships.

• Project Manager ; Institutional Platform Distribution Project

  • Jul 2009 - May 2010

  Project managed initiative to expand Skandia's Institutional Platform distribution channel to whole of market. Oversight of all workstreams, project delivered within timescales and budget.

• Commercial Manager

  • May 2008 - Jun 2009

  Management of the commercial engagement model between Shared Services and Business Units. New role to support this newly-created business model, defining and managing the framework to support the services and develop the relationships as part of a commercial, formally-governed model. Introduction of KPI reporting and continual improvement program, resulting in significantly improved operational performance between internal departments, and tangible improvements in outcomes for clients.

• Institutional IO Platform Implementation Manager

  • Jan 2005 - Jun 2009

  2005/06; led operational readiness work stream to develop and embed processes, systems and procedures across all internal departments (Investment Administration, Finance, IT, Legal, Compliance etc.) for launch of Skandia’s Investment Only Institutional Platform.Creation of platform team structure and recruitment, training and development of team members. Operational and relationship lead with Mercer Investment Consulting, Mercer Administration and Mercer Sentinel to agree and embed joint processes.2006/08; Manager of Institutional Platform team overseeing all scheme activities, external and internal client, fund manager and TPA relationships.

• Investment Dealing Manager

  • Jan 2002 - Dec 2004

  Operational Dealing ManagerResponsible for team of 12 overseeing trading and FX placement across Skandias trading platforms

• Settlements Supervisor

  • Mar 1998 - Jan 2002

  settled stuff