Partnerships Analyst

Albemarle Street Partners, now part of WisdomTree, is a discretionary investment manager providing financial advisers with model portfolios, multi-asset funds and centralised investment propositions. We are seeking a candidate with at least one year of professional experience who is looking to build a long-term career in sales and account management. As part of the rapidly growing Albemarle Street Partners business, within WisdomTree, this is an exciting opportunity to form an important part of the team from day one.

This role is ideal for an ambitious individual who is passionate about sales and relationship management. The sales function at Albemarle is highly consultative and thoughtful; bringing new ‘Partners’ into the business takes time and requires a high level of focus and strong interpersonal skills to develop long- term relationships. Within this multi-faceted role, you will be driven to deliver new leads whilst enjoying day-to- day account management, working closely with existing clients to answer queries and provide support.

Initially, the role will focus on developing your knowledge of ASPIM and supporting the Partnerships Team through meeting preparation, Salesforce management, and content delivery. You will also have opportunities to identify and develop your own leads by attending industry events, managing follow-up activity and attending meetings. Working closely with key stakeholders across marketing, portfolio management, and investments, this role is perfect for someone who will thrive in a collaborative, fast-paced environment as the business continues to launch new services and products.

Bachelor’s degree required, preferably in finance, economics, or business.

At least one year’s experience in a sales team, including cold calling experience.

Experience in investment management or asset management industry is preferred, though not essential. The ideal candidate will have a keen interest in investment management.

Exceptional written and verbal communication skills.

Strong analytical skills with a high attention to detail and accuracy.

Proficiency in Microsoft Excel and Office tools.

Passion for providing an outstanding client service and developing long-standing professional relationships.

Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously.

Proactive, curious, and motivated to learn, the preferred candidate will have the ability to work independently in a fast-paced sales environment.

The candidate will be supported in their study and completion of the Investment Management Certificate.

Experience in Model Portfolio Services (MPS), multi-asset solutions, or a discretionary investment sales team.

Strong understanding of the UK financial adviser and intermediary market.