Investments Sales & Suitability Manager Job at Barclays (London)

Asset Management and Business Development Sales Manager

An opportunity to work at one of Türkiye's leading portfolio management firms. I...

Location

Turkey , Istanbul (Europe)

Salary:

Not provided

Michael Page

Expiration Date

Until further notice

Requirements

Graduates of relevant university departments (preferably with international study experience)
Advanced knowledge and experience in financial markets, investment products, and derivatives
At least 5 years of experience in managing UHNW and foreign institutional clients
Experienced in managing high-net-worth client relationships, with strong representation and communication skills
Fluent in written and spoken English
Holds the Capital Markets Board Advanced Level and Derivatives licenses
Proficient in using Microsoft Office programs at an advanced level
Analytical thinker with a solution-oriented approach
Team player
No travel restrictions

Job Responsibility

Conduct sales and business development activities in line with the company's strategy and objectives
Manage and develop relationships with Ultra High Net Worth (UHNW) individual clients and domestic and international corporate clients
Grow the existing client portfolio and acquire new clients
Offer suitable investment products and solutions tailored to clients' needs
Develop customized investment solutions by coordinating across departments to meet client needs
Conduct market and portfolio analyses to regularly inform clients
Maintain existing relationships at the highest level through client visits
Provide reports to senior management and the board of directors

What we offer

Career development opportunities at a portfolio management firm
Comprehensive benefits package including private health insurance, transportation, meals, and performance-based bonuses
Opportunity to work in a leading portfolio management firm in Istanbul (Europe)
Supportive company structure that encourages professional growth and development

Fulltime

New

Private Credit BPA & Technology Adoption Senior Manager

This role will drive the identification, design and delivery of business process...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Proven experience in business process automation, AI adoption or digital transformation, ideally within financial services
Demonstrated ability to identify and deliver AI and Agentic AI use cases from inception through to deployment
Strong business case development skills, including financial modelling and investment justification
Experience leading regulatory projects and driving process improvement across regulatory-affected workflows
Strong understanding of compliance and regulatory frameworks within financial services
Experience leading client experience governance and ensuring technology change enhances client outcomes
Proven business analysis skills, with the ability to document requirements in a clear and structured way
Understanding of UI/UX principles and how they shape end-user adoption
Strong programme management and organisational skills across multiple concurrent workstreams
Excellent communication and stakeholder engagement skills at senior level

Job Responsibility

AI & Automation Use Case Delivery: Identification, scoping and prioritisation of business process automation and AI/Agentic AI use cases across the function
Orchestration of end-to-end use case delivery, working across technology and LoB to move from concept to live deployment
Development of robust business cases, including ROI modelling, risk assessment and strategic alignment, to secure stakeholder and investment approval
Business Readiness & Tech Adoption: Development and execution of business readiness strategies to ensure successful implementation of automation and technology change initiatives
Monitoring of technology adoption rates post-deployment, course correcting where additional readiness activities are required to increase uptake
Development of training materials and process/procedure updates to support deployment of new tools, improving how users interact with existing and new systems
Offshore & Near-Shore Process Quality Optimisation: Ideate and contribute to management of process transitions to offshore and near-shore delivery centers, including locations such as India and Manila, ensuring stability and quality of output throughout migration
Development of standardised operating procedures and controls to support consistent process execution across onshore and offshore teams
Identification of processes suitable for offshoring or near-shoring, building the business case and managing the end-to-end transition with minimal disruption to BAU
Embedding continuous improvement frameworks within offshore teams to drive capacity creation, efficiency gains and capability development

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Fulltime

New

LATAM Markets Direct Access (MDA) Specialist

Citi Wealth Investment Solutions delivers holistic investment advice, harnessing...

Location

United States , New York

Salary:

95040.00 USD / Year

Citi

Expiration Date

July 02, 2026

Requirements

10+ years of experience in institutional sales or relationship management
Fluency in English is required
proficiency in Spanish and/or Portuguese is strongly preferred
Expert knowledge of products and capabilities across asset classes, including: Cash trading, derivatives, QIS, and Actively Managed Certificates (AMCs)
Prime brokerage, financing, credit extension, and structuring
Proven experience working with Family Offices and navigating institutional suitability requirements
Exceptional analytical, interpersonal, and communication skills (written, verbal, and listening)
Demonstrated history of strong sales and pipeline management
detail-oriented and organized
Bachelor’s degree required

Job Responsibility

Client Growth & Relationship Management: Identify and build relationships with key decision-makers at professional Ultra-High Net Worth firms and Family Offices
Drive the growth of the LATAM client base by expanding accounts and increasing revenue
Internal Partnership: Collaborate with Private Banking team leaders, Investment Counselors, and other internal partners to present a unified and comprehensive view of Citi’s capabilities
Source and integrate new institutional products and services to meet client needs
Risk & Compliance Oversight: Partner with Risk, Credit, and Legal teams to establish and maintain robust operational procedures
Ensure all client referrals and activities adhere to suitability, appropriateness, and regulatory standards
Uphold the firm's reputation by applying sound ethical judgment and escalating any control issues with transparency
Appropriately assess risk in all business decisions, safeguarding the firm, its clients, and its assets

What we offer

discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

Private Banking - Investment Counsellor

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

August 02, 2026

Requirements

This role requires a deep understanding of wealth management products, strong governance principles, and a passion for empowering sales teams and delivering exceptional client solutions
6 years
Bachelor Degree

Job Responsibility

Framework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks
Client & Portfolio Advisory: Partner with Relationship Managers to grow existing client "share of wallet" and attract high-net-worth prospects by delivering tailored solutions. Provide in-depth, quality portfolio and investment advisory across multi-asset classes (e.g., managed investments, capital market & treasury products) to assist clients with portfolio construction
RM Enablement & Training: Educate Relationship Managers on product solutions, create customized proposals for high-net-worth clients, and accompany sales professionals to client meetings to deliver solutions. Provide daily market, portfolio, and product updates to RMs, ensuring they have the latest information. Conduct market, portfolio, product, and advisory training and coaching, sharing best practices to foster success
Subject Matter Expertise & Engagement: Act as a subject matter expert on wealth management products and planning concepts. You'll also host and facilitate investment talks, seminars, and events in collaboration with Relationship Managers

Paid Media Manager

Location

United States , Lincolnton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience managing paid digital advertising programs across Google and social media platforms
Strong background in paid media strategy, campaign execution, and performance optimization
Experience working in B2B marketing environments, with additional exposure to B2C campaigns preferred
Ability to assess conversion trends, traffic quality, and channel effectiveness using campaign data
Familiarity with audience targeting approaches, including geofencing and platform-based segmentation
Understanding of how paid media performance connects with website engagement and user experience outcomes
Comfortable working onsite on a permanent basis during the first several months of the assignment, with potential for a hybrid arrangement later
Mid-level to senior-level expertise required
entry-level candidates are not suitable for this role

Job Responsibility

Lead paid media efforts across platforms such as Google, social advertising channels, and geofencing programs to improve traffic quality and conversion outcomes
Review current campaign results, identify inefficiencies in media spend, and recommend adjustments that strengthen return on investment
Build and refine digital advertising strategies that support both lead generation and online sales performance
Partner with internal creative and digital teams to align campaign messaging, landing page experience, and audience targeting
Translate performance data into clear recommendations on which channels should be expanded, optimized, or reduced
Monitor user behavior after ad engagement and collaborate with website and user experience partners to improve on-site performance
Manage campaign execution with a mix of strategic planning and day-to-day oversight, ensuring initiatives move from concept through delivery
Support the transition of paid media ownership from an external agency to a more effective internal management approach as needed

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Digital Solutions Engineer

At Small Medium Enterprises and Channel (SME&C), we are leading a high-growth, A...

Location

Costa Rica , Multiple Locations

Salary:

Not provided

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Computer Science, Information Technology, Engineering or related field AND 4+ years technical pre-sales or technical consulting experience OR equivalent experience
Global collaboration is integral to our work at Microsoft, and proficiency in English is essential for effective communication in this role
Bachelor's Degree in Computer Science, Information Technology, Engineering or related field AND 8+ years technical pre-sales or technical consulting experience OR equivalent experience
4+ years experience with cloud and hybrid, or on premises infrastructures, architecture designs, migrations, industry standards, and/or technology management
Certification in relevant (Microsoft or industry) technologies or disciplines (e.g., Microsoft Office 365
Power BI
Azure Administrator, Architecture, and Development exams
Cloud Platform Technologies
Information Security
Architecture)

Job Responsibility

Acts as the voice of the customer (VOC) by driving new feedback, blockers, insights, and resources (e.g., unified action tracker [UAT], technical feedback platform) across territories so they can be added and prioritized
Captures core customer compete knowledge across solution areas and delivers back to product and engineering teams to enhance team capabilities and develop compete strategies
Provides strategic, technical, and partner input based on Microsoft capability to contribute to strategy development, leveraging partner and competitor knowledge
Works with account teams to shape strategic customer win strategy and tailor unique Microsoft value messaging to audience
Monitors and analyzes action plans to promote customer usage of key/prioritized Microsoft solutions/products that support customer's business outcomes
Identifies opportunities to promote usage
Uses knowledge of customer context, cross-solution, or portfolio expertise, and technical and market/industry knowledge to build credibility with customers individually or at scale
Leverages knowledge of programs and investments (e.g., Microsoft Technology Center [MTC], exec briefing center, partner workshops) and proactively engages with engineering, product, and support teams to remediate blockers
Helps ensure consistency and quality of engagements through adherence of standards and best practices (e.g., managed service provider [MSP], managed certified professional [MCP])
Proactively helps to maximize impact of customer engagements by executing on solutions to blockers

Fulltime

Senior Warranty & Indemnity (W&I) Broker

We have been retained by a leading international insurance broking house to appo...

Location

United Kingdom , London

Salary:

Not provided

IDEX Consulting Ltd

Expiration Date

August 27, 2026

Requirements

Candidates must have W&I broking experience, with a strong track record advising private equity sponsors, corporates, and/or infrastructure investors
A deep understanding of M&A processes, sale documentation, and deal dynamics is essential
Ability to manage senior stakeholders and lead complex processes independently
This role is not suitable for candidates without direct transactional risk or W&I broking exposure.

Job Responsibility

Advise clients throughout the full transaction lifecycle
Structure and place W&I insurance solutions on buy-side and sell-side transactions
Lead client discussions and coordinate insurer engagement
Run underwriting processes and negotiate coverage terms
Deliver commercially robust outcomes under tight deal timelines
Collaborate with investment teams, corporate development teams, legal advisors, and insurers
Deliver strategic advice rather than purely transactional placement.

Fulltime

Sales Desk Specialist

Location

United States , West Des Moines

Salary:

45000.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
1-3 years' financial services sales experience Preferred
Solid presentation skills and public speaking skills
Strong interpersonal and relationship building skills to allow for collaborative work effort
Knowledge of the retail retirement products
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Strong problem solving abilities
Professional maturity to effectively interface with financial advisors
Strong organizational and time management skills with ability to manage multiple priorities and requests for assistance.
If supporting SRS or FIS: SIE, Series 6 and 63 or ability to obtain within 120 Days Required

Job Responsibility

Responsible for supporting internal sales efforts by responding to inbound sales and service related calls and emails that come in to the sales desk
Work with internal wholesalers and managers as needed to promote and increase sales products and accounts
Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established
Respond to inbound calls and emails in a timely manner with the ability to prioritize requests based on need
Effectively assist financial advisers with problem resolution, illustration design, email/mail illustrations and order materials as needed
Establish relationships with the service center associates to assist the sales desk with problem resolution and case follow up
Navigate the organization to and available resources to provide problem resolution assistance to financial advisers across the country. Know when and to whom calls will be escalated to if caller is not satisfied. Follow proper procedure for issue escalation involving management and/or other departments
Execute consistent follow up with internal/external wholesalers to communicate financial adviser interaction, assistance provided and next steps to advance the sales process and deepen adviser relationships
Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods
Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Fulltime

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Investments Sales & Suitability Manager

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