Investment Sales & Client Engagement Manager

Investment Sales & Client Engagement Manager

Department: Investment

Employment Type: Full Time

Location: London (1

LWP)

Reporting To: Alana Nunn

We are looking for an Investment Sales & Client Engagement Manager to support the commercial growth and promotion of Benchmark's investment proposition.

Working closely with the Head of Investment Sales, Investment Team, Marketing and Distribution functions, you will help increase adviser engagement, client activity and commercial performance across Benchmark's employed, self-employed and independent adviser channels.

You will act as a central point of coordination for investment communications, marketing campaigns, events and client engagement initiatives. You will help advisers and clients understand the value of our investment solutions and support the consistent promotion of our proposition across the business.

This is a visible role with regular interaction across senior leadership, investment managers, advisers, clients and external partners. You will need strong communication, stakeholder management and organisational skills, combined with an understanding of how effective adviser engagement supports commercial growth.

• Act as a key link between the Investment Team and Benchmark’s adviser community.
• Support adviser understanding and adoption of Benchmark’s investment proposition.
• Coordinate adviser communications covering investment propositions, market updates and proposition changes.
• Manage adviser queries and work with investment subject matter experts to provide clear and timely responses.
• Gather adviser feedback and client insight to support the ongoing development of the investment proposition.
• Help identify engagement opportunities across Benchmark’s employed, self-employed and independent adviser channels.

• Coordinate and deliver investment-focused client and adviser events.
• Support the planning and delivery of webinars, seminars, roadshows and conferences.
• Work with Marketing to develop event campaigns, supporting materials and communication plans.
• Manage event logistics, invitations, attendee communications and follow‑up activity.
• Monitor event participation and engagement, producing post-event reporting and recommendations.
• Identify opportunities to improve future client and adviser activity.

• Support the Head of Investment Sales in delivering the commercial growth objectives for Benchmark’s investment proposition.
• Assist with sales opportunities, adviser presentations, client meetings and prospect discussions.
• Prepare presentations, pitch documents and other supporting collateral.
• Produce management information covering investment proposition activity and commercial performance.
• Track adviser adoption, client engagement, sales activity and other agreed performance measures.
• Maintain accurate records of engagement activity and agreed follow‑up actions.
• Help turn adviser and client insight into practical commercial opportunities.

• Maintain and update investment proposition literature and adviser‑facing content.
• Work with Marketing to develop campaigns promoting Benchmark’s investment solutions.
• Support the production of thought leadership, articles, market commentary and investment communications.
• Help maintain clear and consistent investment messaging across adviser and client channels.
• Coordinate input from investment, compliance and marketing stakeholders before materials are issued.
• Monitor relevant competitor activity, market developments and industry trends.
• Identify opportunities to improve how Benchmark communicates and promotes its investment proposition.

• Build effective working relationships across Investments, Distribution, Marketing, Product and Financial Planning.
• Coordinate internal meetings, workshops and adviser…