Salesforce Manager

The Value of Active Minds
 

About Jupiter

Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025). 

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings. 

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home.  This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

​

We are seeking an experienced Salesforce Manager to take hands-on ownership of our Salesforce platform within the Client Group. Sitting in Client Experience and working closely with Business Development, this role is critical in ensuring Salesforce effectively supports our client engagement, sales activity, and servicing workflows.

This is an execution-focused role requiring deep Salesforce expertise and a strong understanding of asset management client journeys. The successful candidate will be responsible for the day-to-day management, optimisation, and delivery of Salesforce capabilities, translating business requirements into practical, scalable solutions.

Key Responsibilities

Salesforce Platform Ownership (Hands-On)

• Act as the primary Salesforce administrator and platform owner for the Client Group
• Configure and maintain Salesforce (including objects, fields, flows, validation rules, and permissions)
• Lead hands-on delivery of enhancements, fixes, and continuous improvements
• Manage releases, testing, and deployment in line with best practice

Business Engagement (Client Experience & Business Development)

• Partner closely with Client Experience and Business Development teams to understand workflows and requirements
• Translate business needs into clear, actionable Salesforce solutions
• Support sales, client servicing, and marketing users to maximise platform effectiveness
• Act as a trusted advisor on how Salesforce can best support client engagement

Data Quality, Governance & Controls

• Own data quality standards, governance processes, and user discipline within Salesforce
• Ensure accurate capture of client, contact, and activity data across channels
• Maintain robust access controls and ensure compliance with internal policies and FCA requirements
• Support audit and regulatory requirements linked to client data and communications

Reporting & Insights

• Build and maintain dashboards and reports for Business Development, Client Experience, and leadership
• Enable clear visibility of sales activity, pipeline, and client engagement
• Support data-driven decision making across the Client Group

Asset Management Workflow Enablement

• Ensure Salesforce supports key asset management use cases, including:
  • Intermediary coverage (wealth managers, platforms, advisers)
  • Institutional client and consultant relationships
  • Sales activity tracking and pipeline management
  • Client communications and campaign tracking
• Continuously refine workflows to reflect evolving business and regulatory needs

Collaboration with Technology & Product

• Work closely with Technology teams on integrations, data flows, and system architecture
• Partner with the Salesforce Product Owner (separate role) to input into the platform roadmap
• Provide practical input on feasibility, effort, and prioritisation based on hands-on platform knowledge

Vendor & Support Management

• Manage day-to-day relationship with Salesforce support and external partners
• Oversee delivery from third-party developers where required
• Ensure issues are resolved efficiently and to a high standard

Desired Skills / Experience

Essential

• Significant hands-on Salesforce administration experience in a complex environment
• Strong expertise in Salesforce configuration (flows, objects, permissions, reporting)
• Experience within asset management, wealth management, or financial services
• Strong understanding of distribution models (intermediary and/or institutional)
• Proven ability to work directly with business stakeholders and translate requirements into solutions
• Experience owning data quality and governance within a CRM platform
• Salesforce certifications (e.g. Administrator, Advanced Administrator)
• Experience with Marketing Cloud or campaign tools
• Experience working in an FCA-regulated environment

Key Competencies

• Highly hands-on, detail-oriented, and delivery-focused
• Strong commercial awareness of asset management client dynamics
• Confident working with senior stakeholders across Client Experience and Business Development
• Pragmatic problem solver with a focus on usability and adoption
• Strong ownership mindset with the ability to operate independently

Additional Role Details

• This role is subject to the Conduct Rules set by the FCA.

Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.