By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. 

Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.

Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.

JM Finn

Business Development Rep

Enhance sales enablement process for investment managers to diversify client base.

• We are looking for an enthusiastic, data-driven and sales focused individual to enhance our sales enablement process.
• Carry out analysis and research activities to identify decision makers within the possible client organisations / individuals using multiple sources from publicly available news / social media / companies house etc.
• Create and manage a prospect pipeline to ensure a sufficient level of sales opportunities.
• Analyse identified leads to nurture and develop the information, such as building an org chart of their organisation, such that it might help lead to conversion to a client.
• Create opportunities from current book of leads / events platform / corporate partnerships by helping Investment Managers understand the opportunities that may exist within their existing networks.
• Ensure there’s a comprehensive feedback loop to help us understand why business is not won.

JM Finn Jobs in New York City

JM Finn

Sales Researcher - Business Development Support

JM Finn