The CFA Society of the UK is looking for an Outreach Executive to join its team. The Outreach team is responsible for leading CFA UK’s engagement with the investment sector and supporting the delivery of the organisation’s revenue objectives. The Executive will play a key role in delivering the Outreach strategy and supporting the Director of Outreach.

 The role will incorporate the following tasks:

 ·       Maintaining / enhancing existing client relationships

·       Identifying new opportunities to promote CFA UK within the investment industry

·       Presenting on CFA UK membership and qualifications

·       Generating and managing a pipeline of opportunities for CFA UK qualifications and membership

 This role is ideally suited to an individual with experience of meeting customers, delivering client presentations, and managing a sales pipeline. The successful candidate will attend and lead client meetings, supporting delivery of the outreach team’s objectives. Strong organisational skills are critical to success as is a genuine interest in developing a rewarding career in the investment profession. A keen interest in sustainability would also be helpful (but not necessary) given the CFA UK’s leading position as a provider of sustainable investment qualifications. Competency in Excel and Powerpoint are required.

The role will be well suited to candidates looking to build a career in relationship management within the investment sector. The successful candidate will have the opportunity to sit for the IMC qualification and the CFA Level I Program to support their career development. They will also be able to build a network across the investment sector enabling them to identify and pursue their chosen career path.

Activities

·       Nurture existing client relationships

·       Build new client relationships

·       Deliver presentations to clients and at industry events on the CFA UK proposition. Prepare slides and other materials

·       Identify and progress opportunities to sell CFA UK qualification and membership, supporting delivery of organisational revenue objectives

·       Identify opportunities for sponsorship of CFA UK events

·       Using Microsoft Dynamics CRM to manage client related activities

·       Identify networking opportunities and opportunities for development of senior stakeholder relationships

·       Research to identify and build partnerships with relevant bodies

·       Conduct research on firms/investment themes to advise on how to engage with firms

·       Undertake daily industry-relevant research, market analysis and identify key trends to guide outreach activities

·       Create systems and reporting templates to summarise key outcomes

·       Work with other departments at CFA UK to survey stakeholders, share ideas and identify suitable prospects

·       Identify new prospects using Linkedin and other tools to target firms effectively

·       Measure and report on outputs: Write up meeting notes, communicate outcomes, maintain data and track employer relationships.

Experience / qualifications – Essential

·       1+ years of relationship management experience

·       Experience of generating revenue by nurturing client relationships

·       Experience of using a CRM system to manage client meetings and data

·       Ability to work well in a team environment

·       A self-starter who can show initiative and a proactive approach

·       Administrative skills with an ability to report effectively on team outputs

·       Strong organisation, task management and ability to work to deadlines

·       Excellent verbal and written communication and attention to detail

·       Proficiency in MS Dynamics, Excel, Powerpoint and apps

Reports to:        Director of Outreach

Location:            Boston House, New Broad Street, London, EC2M 1JJ

Contract:            5 days a week on a permanent basis

Salary:                £30,000 to 34,000

Start date:         As soon as possible

Working hours

-        Typical working hours are 9.30am to 5.30pm, Monday to Friday (with additional hours needed at month-end)

-        Hybrid – 3 days a week in the office

Benefits:

Study Support

·       Fees paid for IMC and CFA Level I Program study, plus 5 days additional paid study leave

Annual Leave 

·         25 days annual leave

·         Additional discretionary leave day(s) between Christmas and New Year. 

Pension Scheme 

·       Generous employer pension contributions

Employee Experience 

·       Employee Assistance Programme

·       Team and society social events

·       Significant training budget for programs relevant to roles 

Group Life Assurance 

·       Lump sum life assurance benefit equal to three times current annual salary in the event of death in service.  

Interest-free Loans 

·       Season ticket loan after probation. 

Background:

CFA Society of the UK (www.cfauk.org) is a not-for-profit professional membership body that represents more than 12,000 professionals working in the investment sector in the UK. CFA UK is part of the worldwide network of member societies of CFA Institute, the global, not-for-profit association of investment professionals, that awards the CFA and CIPM designations. Our mission is to educate, connect and inspire the investment community to build a sustainable future.