Client Portfolio Manager

About the Opportunity

As the Client Portfolio Manager for Omnis Investments, you will be the “face & voice” of Omnis for 2plan advisers. The key purposes of the role are to increase awareness and understanding of Omnis’ investment strategies and principles, as well as increase adoption of Omnis products and services.

You will develop and execute an Omnis sales plan for 2plan Wealth Management and work collaboratively with the 2plan Business Relationship Management team, as well as 2plan’s Proposition team to deliver this plan. Working with our Investment Director and marketing to continually tailor Omnis’ communication capability and approach to ensure that it remains contemporary and effective across the 2plan audience. This is a field-based role with regular travel required.

Benefits

• Bonus scheme - on target bonus - 20%
• Car allowance - £5,486
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• 3 paid days off to volunteer
• A range of other flexible benefits to include private medical insurance, dental insurance and much more

Responsibilities

• Act as the subject matter expert on all aspects of the Omnis solutions and investment approach
• Conduct face-to-face and virtual meetings with 2plan advisers to position the Omnis proposition and influence flows into Omnis solutions
• Work collaboratively with the Openwork Marketing team to ensure Omnis market, fund and promotional materials meet 2plan Advisers’ and Customers’ needs
• Represent Omnis at regional member meetings, Member Engagement Group Meetings and large Adviser meetings
• Support 2plan Advisers with their High-Net-Worth Client meetings
• Co-ordinate Omnis/2plan webinars, national and regional conferences/meeting
• Work with the 2plan BRM team and Proposition team to ensure Advisers have the necessary skills, support, training and material to promote and advise on the Omnis investment solutions
• Respond to all 2plan Adviser and Customer performance-related complaints and queries
• Encourage a culture of continuous improvement with both internal and external teams

About You

To succeed in this role, you will need:

• Significant wealth management experience; with in-depth knowledge of retail wealth financial services products
• Good relationship management experience
• Previous sales experience
• Good distribution experience
• Experience of Financial Markets and economic theories
• Experience of developing and executing sales plans
• A good understanding of the UK investment and savings environment, the wider UK regulatory environment, investment products and services

About Company

At The Openwork Partnership, we're a dynamic, fast-paced, and growing business with huge ambition. We invest heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We value and respect individuality and are committed to building an inclusive culture and environment that truly recognizes and celebrates our colleagues' individual differences and identities.

We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where, and how you do it.