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Senior Manager - American Donor Fund

£55k DOE

London/Kent & some international travel

Pearson Whiffin are delighted to be representing a market leading social enterprise in the search for a Senior Manager to lead a pivotal team within the Private Client side of their business.

This role is ideal for an experienced Financial Services professional with a background within Investments, tax advisory and the UHNW market, looking to step into a values led organisation to use their expertise within a commercially run business who contribute to society in a tangible way.

Duties include:

  • Leading a small team to manage and develop a pioneering service facilitating dual UK and US taxpayers to support charities internationally, whilst claiming tax relief
  • Developing and implementing strategy ensuring that ambitious growth targets are hit
  • Ensuring that all clients receive first class service
  • Working effectively with all stakeholders internally and externally
  • Direct relationship management of a portfolio of high value clients
  • Managing and motivating your team to ensure maximum results
  • Focusing on the added value offering of the organisation, ensuring maintenance of high standards
  • Offering your professional advice on the relevant products and services available through your knowledge and experience
  • Ensuring relationships are built effectively with a range of intermediaries
  • Delivering effective business presentations
  • Undertaking travel, including internationally

The right candidate will have/be:

  • An experienced Financial Services professional with demonstrable experience in the UNHW/HNW market
  • Knowledge and understanding of investments, donations and tax products and services
  • A leader, able to influence, negotiate and make decisions
  • A strategic thinker
  • Impeccable interpersonal skills
  • Ideally some experience and exposure to Philanthropic projects
  • Flexible and reliable, with the ability to travel where necessary
  • Experience developing relationships with tax advisory and wealth management businesses
  • An interest in working for a values led organisation

This is a rare and exciting opportunity for a Senior Financial Services professional to join an unrivalled market leader within their field.

Please contact Emily Powell, Head of Business Support at Pearson Whiffin Recruitment directly on 01732 523525 / emily@pearsonwhiffin.co.uk or apply online for immediate consideration.

This role is being handled by Emily Powell, Head of Business Support for Pearson Whiffin Recruitment.

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