Regional Account Manager

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.

Your role at a glance 

To build and develop broad deep relationships with LGIM’s key Retail advisory firms, 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.

What you'll be doing 

• Meeting or exceeding sales performance targets, delivering revenue by compliant product distribution and cross-selling opportunities 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.
• Managing a portfolio of advisory and wealth management firms by relationship managing the key client decision influencers. Developing an intimate understanding of the clients’ business objectives using a variety of sources to create a joint business plan, including a client contact strategy, distribution service or marketing model, commercial opportunities and bespoke solutions.
• Maintaining a high level knowledge of L&G Investment’s unit trust ranges and the investment philosophy to ensure 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.
• Directing and guiding the sales support team to identify and enable these co-teams to develop new Intermediary relationships. Leading quarterly review meetings within internal teams. Acting as a role model for the Wholesale Sales Team providing inspirational guidance to other members of the team based on the LGIM Group behaviours. Maintaining a professional disposition and liaising with colleagues so the Wholesale Sales Team operates as a single business unit.
• Developing and maintaining a strong understanding of competitors and market trends. Using knowledge to identify business opportunities and incorporate into a business plan. Proactively feeding back product requirements and ideas to the propositions team so LGIM 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. Initiating and providing feedback to the Senior Manager, Strategic Accounts. Support, present and host (as required) LGIM’s centrally organised client events including External, and Internally organised conferences. 
• Treating Customers Fairly (TCF): 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 Policy.

• Full FPC or IMC or equivalent or studying towards qualification.
• Strong commercial knowledge and ability to negotiate pre-agreed commercial rates with the clients.
• Strong business planning capability across the client portfolio.
• Strong investment knowledge and a clear understanding of LGIMs broad product range.
• Good understanding of investment processes and philosophies
• Detailed knowledge of Intermediaries and Wealth clients and their business drivers. Have a clear understanding of competitors and market dynamics
• Negotiation skills, understanding and positively challenge the clients thinking,  with the ability to articulate and communicate a win win outcome.
• Excellent communication skills and a confident telephone manner
• Strong presentation skills for groups over 60 heads.
• Proven client relationship/servicing skills is essential
• Client management for an Asset Management House or Discretionary Investment Manager.
• Ability to manage workflow and contact calendar to ensure follow up to all sales calls in a timely manner
• Processes information and demonstrates behaviours in order to increase the likelihood that will successfully meet the clients’ end goals.

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.