Business Development Services Specialist London, England
Job description
Who we're looking for
We're looking for a Business Development Services Specialist to work in global marketing within the Business Development Services team. We want someone willing to develop their knowledge of the asset management industry and the investment products within it. Your focus will be on the Schroders Solutions business and Multi-Asset, with scope to work on other asset classes as your knowledge grows and opportunities arise. The successful candidate will work in close collaboration with their manager, team colleagues, Investment and client-facing teams, to produce high quality client focused and timely proposals in response to RFPs/RFIs and DDQs from prospective and existing clients.
It is envisaged that the Business Development Services Specialist will have an agile and inquiring mindset, and look for opportunities to suggest improvements to the way the individual and the broader team work in delivering to clients. Project management skills are a requirement of the role, as is a “can do” attitude and an ability to engage with a broad range of stakeholders and subject matter experts.
You would be expected to demonstrate Schroders' values: striving for Excellence; working with Innovation & Teamwork; having Passion and Integrity and a strong commitment to build on Schroders' profile, profitability and client base whilst liaising effectively with stakeholders across the business. You would also support other team members in their work, providing approval of marketing materials and, where required, data reviews for others.
About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
The team
The global marketing function is responsible for all aspects of marketing to our four Client Group segments: Wealth, Insurance, Pensions and Retirement and Long-term Asset Owners. Marketing activities include Requests for Proposals (‘RFPs'), Requests for Information (‘RFIs'), due diligence questionnaires (‘DDQ's); delivering events and campaigns; producing editorial content, presentations; digital marketing: media relations and advertising.
Positioned within Global Marketing, Business Development Services supports the gaining of new client mandates and servicing of existing clients by completing RFPs, RFIs, DDQs and other similar tender documents. The team covers Institutional and Intermediary channels across the UK, Europe, the Middle East and Africa.
- Produce high quality, client focused, accurate and compliant RFPs, RFIs, DDQs within the agreed deliverable timeframe, adhering to relevant rules and guidelines. Edit standard and bespoke material to suit the client's requirements.
- Manage the entire proposal completion process end to end, from organising kick-off meetings to engaging with all associated parties; ensuring that a high quality, fully completed and compliant submission is dispatched to client-facing teams for delivery to the client.
- Demonstrate the ability to work on multiple client requests at once while working consistently, diligently and effectively under pressure. Always working with others in an open and co-operative way.
- Build strong relationships with Investment, client-facing teams, and other subject matter experts, to obtain the right information and prepare detailed proposal content.
- Implement the team's best practice proposal process in each submission, applying it appropriately depending on the complexity of the individual submission.
- Contribute to improving RFP processes and determine innovative solutions supporting procedures and workflow.
- Follow the defined processes for the use of the RFP database (Qvidian), including identifying new or updated content to be included on a timely basis.
- Demonstrate professional behaviours and a “can do attitude”. Maintain focus on delivering to a high standard in a rigorous and professional way. Be motivated to achieve the best and expect the best from others in a cohesive team environment.
- Lead and/or contribute to team and/or department initiatives.
- In time, complete compliance checks (final marketing sign offs) for other team members.
- Support colleagues from across Business Development Services in responding to requests where required.
- Where appropriate attend Schroders and external industry events to further market and product knowledge.
- Record and file all materials in accordance with FCA requirements and team procedures.
- Demonstrate an understanding of asset management proposal aims. Broader financial services or asset management industry experience is desirable.
- Understanding of asset management, and institutional and intermediary channels.
- Understanding of your asset class/products area of focus.
- Experience liaising with investment specialists at various levels of seniority, client-facing teams, as well as third parties as required.
- Strong team player, with the ability to manage multiple assignments effectively, use own initiative and a self-starter.
- Ability to communicate clearly, succinctly and professionally at all levels of seniority and across multiple cultures.
- Experience using a content database (i.e. Qvidian or equivalent) is advantageous.
- Team player.
- Efficient project management skills and well organised proactive approach.
- IMC (or equivalent), CFA – Certificate of ESG or other industry recognised relevant qualification.
- Good writing, numeracy and literacy.
- Excellent attention to detail and proofreading skills.
- Good interpersonal skills.
- Candidates should have a strong educational background or be educated to degree-level (or equivalent).
- Strong Microsoft 365 skills (Excel, PowerPoint, Word, Teams).
- Language skills an advantage.
- Flexible and reliable – be able to prioritise and organise in a multi‐task environment.
- Possess excellent organisation skills.
- Excellent attention to detail and accuracy.
- Able to work to strict deadlines and support the whole team to do the same.
- Willing to learn and take on new/more responsibilities.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
