Account Manager

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

We’re recruiting for an Account Manager to build and develop broad relationships with LGIM’s Wholesale Managed Portfolio Service (MPS) target accounts, ensuring a long term strategic relationship is maintained through proactive business planning including negotiating the appropriate commercial terms whilst coordinating the internal support resource and its deployment. This role can be carried out from anywhere in the UK. 

What you'll be doing 

• Meeting or exceeding sales performance targets, delivering revenue by compliant product distribution including the client commercial negotiations whilst recommending and owning the terms approved by the fee committee. Thereafter, managing and monitoring the on-going client relationship to ensure the terms agreed by the fee committee are adhered to, implementing corrective actions if and as required
• Developing and managing a portfolio of advisory firms by relationship managing the key client decision influencers. Developing an intimate understanding of the clients’ business objectives using a variety of sources, creating a joint business plan, including a client contact strategy, distribution service/marketing model, commercial opportunities, and bespoke solutions
• Maintaining a good knowledge of L&G Investment’s MPS ranges and the investment philosophy, ensuring the client’s investment objectives are delivered. This will include managing and inputting into the RFP process as well as working closely with the LGIMs fund management team where necessary
• Developing and maintaining a strong understanding of competitors and market trends with Model Portfolio Solutions. Using knowledge to identify business opportunities and incorporating them into a business plan. Proactively feeding back on product requirements and ideas to the propositions and investment management teams so L&G Asset Management become best in class
• Proactively creating and executing a 3-month forward rolling plan for LGIMs fund management professionals; client interaction providing impact analysis feedback and central event engagement
• Representing LGIM at third party events including group client presentations as a fund and market trend subject matter expert. Supporting, presenting and hosting (as required) L&G Asset Management's centrally organised client events
• Ensuring all activity is in accordance with the Group’s requirements and regulatory duties, including that customers are treated fairly in line with L&G’s Customer Experience and TCF/Consumer Duty Policy

Who we're looking for:

• Proven commercial knowledge and the ability to negotiate pre-agreed commercial rates with the clients
• Some relevant investment knowledge and a broad understanding of L&G Asset Management's broad product range. Knowledge or experience of working with MPS an advantage
• Working understanding of investment processes and philosophies
• Knowledge of Intermediaries and their business drivers. Have a good understanding of competitors and market dynamics
• The ability to understand and positively challenge the clients thinking, articulate and communicate a win win outcome
• Excellent communication skills and a confident telephone manner
• Strong presentation skills for groups
• Experience of using Salesforce and Financial Clarity 
• Ability to deliver product targets from a portfolio consisting of up to 150 advisers
• IMC or equivalent or studying towards qualification

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.