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Account Manager at TrinityBridge

Department: Wealth Planning

Setup
Remote
Location
Wakefield, England
Type
Full-time
Level
senior
Posted

Description

TrinityBridge is hiring a permanent, home-based Account Manager for its Intermediary Partnerships team. The role maintains and grows relationships with Independent Financial Advisers and Paraplanners across the United Kingdom, promotes investment funds, delivers virtual presentations and product updates, identifies new business opportunities, provides performance and technical support, and collaborates with investment, marketing, compliance, and account director teams. The position requires at least five years of experience in asset management, wealth management, or a financial institution, along with strong communication, presentation, organisational, and Microsoft Office skills, and includes some travel to London and other UK offices.

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