• Working in support of the business development consultants on sales to larger organisations (wealth managers, insurers, banks and large advice firms)
• Consulting to clients on their current processes and systems to gain a clear picture of what they are looking to achieve, what they use today, and what the challenges are
• Presenting and demonstrating Dynamic Planner to individuals and groups
• Designing and presenting solutions which meet client needs based on configuring and integrating Dynamic Planner
• Acquiring a deep understanding of how Dynamic Planner and its investment services work and how it has added value and transformed existing clients such that you can explain this to prospective clients
• Leading client interactions including technical presentations and facilitating technical workshops
• Writing proposals and completing technical requests for a proposal / information
• Coordinating input from across internal teams as required e.g. proposition, product, investment services, architecture etc

• Clients and prospective clients who understand how Dynamic Planner and its investment services will drive significant benefits and ROI to their organisation versus alternative solutions, in particular their present architectures
• Sales made by the Business Development team members supported

Achievement of KPIs

• Sales
• Product and Proposition
• Marketing
• Technology and Integrations
• Finance

• Passionate about the role of financial advice in enhancing client outcomes and the role that technology plays in supporting this
• An excellent understanding of scaling financial planning businesses, their processes, challenges and the systems they use for; financial planning, CRM, platform / custody, compliance, workflow, MI, portals, KYC and research etc
• Experience of successfully implementing and/or using the key systems in and around the financial planning process to deliver measurable gains
• An outgoing personality, comfortable presenting and facilitating workshops with senior individuals from large organisations
• Good at influencing others to communicate your ideas and helping them achieve the benefits they are looking for
• Team player comfortable gaining input from a range of stakeholders both external and internal to agree the optimal solution for the client
• Ideally a detailed understanding of the advice process, including how technology fits into the process. However, for the right candidate this can be taught
• General understanding of stochastic modelling and the ability to explain this in lay person’s terms. Full support will be provided to aid understanding here
• Excellent written English and good maths
• Excellent presentational and public speaking skills
• Attention to detail
• Comfortable writing proposals and responding to RFIs / RFPs, business cases etc
• Strong project skills
• Sales orientation – while this is not a quota carrying sales role, affinity to the sales process is important

Excellent Microsoft office skills (Powerpoint, Excel, Word etc