Growth and Retention of Assets
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Develop and implement regional and channel specific strategies to grow assets under management and maintain positive net flows.
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Identify, prioritise and convert new business opportunities across internal and external advice channels.
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Proactively manage redemption risk through adviser engagement, client education, insight sharing and targeted retention initiatives.
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Support Momentum Distribution Services, where appropriate, to drive additional sales into Curate funds through adviser and client networks.
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Build and deepen support from Discretionary Fund Managers, multi-managers and key investment decision makers.
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Maintain a robust sales pipeline, track activity against agreed targets and provide regular reporting on progress, risks and opportunities.
Sales, Distribution and Brand Promotion
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Position Curate’s investment capabilities and fund range effectively to advisers, DFMs, multi-managers and institutional stakeholders.
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Develop and execute differentiated initiatives to enhance brand visibility, market presence and client advocacy.
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Partner with marketing and communications teams to produce compelling, accurate and compliant sales collateral, presentations and thought leadership content.
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Represent Curate at client engagements, industry events, webinars, seminars and public forums with confidence and technical credibility.
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Collaborate with internal teams and external partners to identify new channels, events and client segments that can expand brand awareness and distribution reach.
Client Relationship Management and Service Excellence
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Build, manage and strengthen relationships with key clients, advisers and strategic partners, ensuring high levels of trust, satisfaction and engagement.
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Deliver an exceptional pre-sales and after-sales experience aligned to agreed service standards and Curate’s client value proposition.
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Host and manage client meetings, adviser roadshows, market updates and bespoke client events.
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Act as a credible point of contact for fund related queries, investment positioning, market context and product information.
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Monitor adviser and client feedback, identify service gaps and work with internal stakeholders to improve the client experience.
Market Insight, Technical Expertise and Thought Leadership
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Remain up to date with investment markets, competitor activity, fund performance, regulatory developments and industry trends.
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Translate complex investment concepts into clear, practical and relevant insights for a range of client and adviser audiences.
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Provide regular market intelligence to the business to support strategic planning, proposition development and service improvement.
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Contribute to thought leadership initiatives that showcase Curate’s investment expertise and strengthen its market credibility.
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Ensure all market commentary, presentations and client engagements are accurate, professional and aligned to approved messaging.
Team Contribution and Ways of Working
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Demonstrate a proactive, outcomes focused and solutions orientated approach to achieving business objectives.
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Work collaboratively with distribution, investment, product, marketing, operations and client service teams to deliver integrated outcomes.
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Show resilience, adaptability and sound judgement in a dynamic, high performance environment.
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Manage time, priorities and activities effectively in a remote working model, with strong accountability for delivery. Live and promote the organisation’s values, including accountability, diversity, excellence, innovation, integrity and teamwork.
