BD Manager

Fundhouse provides Model Portfolio Services, investment solutions, and market views, supporting clients through portfolio construction, fund research, and asset allocation.

• Identify and contact potential clients, respond to inbound leads, arrange introductions, host meetings, and follow up on opportunities through conversion;
• Collaborate on or lead business development webinars and regional events;
• Maintain comprehensive knowledge of Fundhouse’s services, investment solutions, and market views;
• Host virtual and in-person meetings with support from the Investment Management team as needed;
• Demonstrate market knowledge and understanding of asset allocation, fund research, and portfolio construction;
• Prepare and update presentation decks, RFPs, brochures, proposals, and articles tailored to client needs and market demand;
• Participate in project-based initiatives and internal MPS forums focused on improving client experience and business development;
• Focus on problem-solving and delivering practical solutions.

• Prior experience working with financial advisers and MPS clients;
• Experience in relationship management, prospecting, and service delivery;
• Understanding of markets and portfolios, with an interest in current team perspectives and broader market developments;
• Excellent interpersonal skills, a proactive mindset, and confidence engaging with diverse clients;
• Ability to work independently and as part of a team;
• Alignment with the brand and values, with a desire to positively impact clients’ lives and act as a Fundhouse ambassador;
• Attention to detail and ability to clearly explain investment views in a way that resonates with clients;
• Awareness of compliance responsibilities and professional standards;
• Access to a car and a driving license;
• Nice to have: prior experience managing client relationships and prospecting, excellent people skills, strong ethics, desire to build lasting client relationships, high motivation to grow the MPS business.

• Professional development opportunities, interesting work, and supportive leaders;
• Vibrant and inclusive culture;
• Career opportunities, benefits, and rewards supporting employee well-being.