Contract: This is a full-time, permanent role - open to flexible working or job-share options
This is a pivotal role within the organisation's mission to build an effective social impact investment ecosystem and is at the leading edge of the impact investing movement. You will build and develop Big Society Capital's ability to launch, manage and grow client-facing investment products through effective leadership and product strategy. The overall objective of the role is to build the BSC Social Impact trust, and, in the future, other client products by (i) owning the strategy and plan for growing the Trust and future client products (ii) leading successful day-to-day execution of that strategy and in particular our obligations to partners and clients.
Key Responsibilities:
Own and deliver strategy and plans for individual client products, starting with growing the SBSI investment trust. The Chief Investment Officer will be the lead named Portfolio Manger for SBSI but this post-holder will take a key role in meeting client needs to grow the product successfully
Contribute insight, material and expertise to support marketing and fundraising with potential new clients
Ensure that BSC meets its obligations to clients and delivery partners for client products, including reporting to investors, to Schroders as AIFIM, the SBSI Board, market communications etc
Play a lead role in maintaining and building relationships with clients for SBSI and other client products, with clients such as wealth managers and family offices
Take responsibility for leading, supporting and building BSC's client product team and capability, including identifying potential gaps and developing or recruiting staff to meet them
Budget planning, team KPIs and reporting to ExCo and board
Experience Sought:
Strong professional experience with financial institutions, including experience of private assets. Experience of investment trusts would be an advantage
Recent experience of providng excellent client service for investment products, ideally including investment trusts and/or impact investments and with clients relevant to BSC's strategy such as wealth managers and family offices
Experience of overseeing and co-ordinating delivery of financial services products with multiple stakeholders
Understanding of marketing strategy and fundraising in the context of investment funds
Experience leading and managing a high-performing team
If you have the relevant skills and experience listed above and would like to deploy those in an organisation to adding huge value to the impact investing sector please get in touch today. For more information please contact Gemma Finegold via gemma.finegold.@acre.com.
