Senior Sales Manager

About UsCopia Capital Management provides a Discretionary Fund Management service available via both the Wealthtime platform and other wrap platforms for custody and administration in the UK. Copia offers a range of portfolios with different objectives to address different client needs. The core investment approach uses proprietary quantitative algorithms as an asset allocation and risk management tool. Copia Capital is a leading provider of “Custom” Portfolios to the IFA market. For more information about Copia, please visit https: //www. copia-capital. co. uk/Copia Capital is wholly owned by the Wealthtime group.

Wealthtime are an award-winning financial technology company based in the heart of Bath. We provide a comprehensive wealth management service or ‘full wrap platform’ for Financial Advisers and their clients. For more information about us, please visit https: //www. wealthtime. com/About The RoleThe role’s primary focus is to identify, source and drive new intermediary sales in the designated region, which will be Midlands and the North, the full suite of Copia products and services.

In addition, working with the Copia Team, to meet with adviser firms to support Copia colleagues and the Wealthtime Regional Sales Managers (RSMs) and Business Development Managers (BDMs)with explaining Copia’s investment process and capabilities, as well as its standard and custom portfolio propositions. Key ResponsibilitiesTo identify and secure new business with adviser firms with the ability to explain in detail Copia’s toolkit for designing, building and managing custom model portfolios.

To identify and secure new business with adviser firms with the ability to explain in detail Copia’s investment philosophy, process and performance of its standard model portfolios, for example, Copia Select Accumulation, Copia Select ESG and Copia Retirement Income. To identify and secure new business with adviser firms with the ability to explain in detail Copia’s investment, philosophy, process and performance of its Research Services. To support the Novia Regional Sales Managers (RSMs) and Business Development Managers with the above.

Assist the Copia Head of Sales, Senior Portfolio Managers and Portfolio Analysts with the analysis of existing adviser model portfolios, presentation of findings to advisers and the preliminary scoping of Custom model portfolios and scoping for Research Services. This includes scheduling and conducting meetings, webinars and conference calls to talk through findings whilst following the agreed Copia sales process. To maintain up to date records of interactions with adviser firms, via SalesForce and other systems (if appropriate).

To be familiar with recently published content and materials published by Copia and to flag and discuss it with advisers and prospects where relevant. Support any sales and marketing materials and campaigns in conjunction with department heads. You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management. EssentialAbout YouExtensive experience in the financial services industry. Knowledge of multi-asset investing and MPS services essential. Fund platform knowledge is advantageous. Good academic record, with a degree qualification or equivalent.

Investment management qualifications are desirable such as Bloomberg Market Concepts, IMC, CFA or similar. Proficiency in Microsoft Office (including Word, Excel and PowerPoint). Excellent numeracy skills and attention to detail. Good understanding of Capital Markets, Exchange Traded Funds, portfolio theory and ESG investing. Good understanding of marketing strategy and techniques. Strong work ethic and be challenged in a fast-paced, highly intellectual team environment. Creative and resourceful approach to problem-solving. Detail-orientated with a commitment to producing work of superb quality, often under tight deadlines.

Excellent organisational skills and ability to work on multiple tasks at the same time, whilst paying attention to detail. Rewards & Benefits: Competitive Compensation: We offer a competitive salary that reflects your skills and contributions. Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office. Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication. Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays.

Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs. Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself. Professional Growth: We're committed to your professional development and will support and encourage your career advancement. Comprehensive Health: You and your family's health is a priority for us.

We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme. Financial Security: Prepare for your future with our Group contributory pension scheme. Travel with Ease: We offer interest-free season ticket loans to help with travel costs. Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities. Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond. Recognition Matters:

Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated. Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.