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.
Key Accountabilities and Scope
- Regular oversight of peer group performance data, ensuring internal documents are updated and distributed to the team every month.
- Proofing, branding and compiling monthly and quarterly client commentaries; we have a number of clients who have white-labelled content and for whom it is important to receive these pieces promptly.
- Management of Salesforce updates, ensuring new event lists and contacts are updated on an ongoing basis, and activity reports are produced weekly for internal reporting.
- Working with partnerships and portfolio management on a variety of client proposals and updates, to build an understanding of the level of detail and structure of client work.
- Attend proprietary and industry events to represent Albemarle, as well as to identify and develop your own leads.
- Follow-up work post events, including calling contact lists and booking meetings which you will attend with the partnerships team.
- Within 6 months of being in the role, you should be able to articulate to clients and prospects the USPs of ASPIM’s proposition and services. By the end of the first year, you would be expected to be in a position manage accounts and new business prospects autonomously.
Required Skills and Experience
- 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.
Desirable skills
- 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.
About Albemarle Street Partners
Albemarle Street Partners is a discretionary investment manager specialising in multi-asset investment solutions for financial advisers. The firm works with advice businesses to develop and manage model portfolios, multi-asset funds and Centralised Investment Propositions (CIPs), combining a disciplined, data-led investment approach with dedicated adviser support.
Committed to creating enduring value for advisers and their clients, Albemarle Street Partners combines investment expertise with exceptional service, transparency and operational flexibility. By developing a deep understanding of each advice business it partners with, the firm provides tailored support, timely investment insights and the confidence advisers need to deliver consistent long-term outcomes for their clients.
Albemarle Street Partners is now part of WisdomTree, further enhancing its investment capabilities and resources.
About Wisdom TreeWisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.
Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Within this role, you should expect to attend the office around 3 days per week to aid your learning and development, working closely with the team.
Mission, Vision & Values:
WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
