At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role.

The Role:

This role supports the growth of commercial relationships across larger key accounts in partnership with Sales Directors, while taking ownership for the development and growth of smaller allocated accounts.

Develops capability across the full sales lifecycle with progression towards a Sales Director role, building a strong understanding of charity and endowment client needs, investment propositions, sector priorities and the broader commercial sales process to support delivery of business outcomes.

Key Responsibilities:

• Active role in prospecting by researching potential opportunities, gathering client insights, and helping identify areas for new business, cross‑sell, and up‑sell activity across a defined set of charity and endowment organisations
• Maintain regular virtual and in‑person engagement with accounts where appropriate, supporting Sales Directors in business development and day‑to‑day account development.
• Work toward achieving individual revenue targets by contributing to account growth, progressing smaller opportunities, and supporting senior colleagues in converting pipeline activity.
• Assist in preparing high‑quality pitch materials, meeting packs, and follow‑up notes to support Sales Directors in client meetings, consultant discussions, and due‑diligence sessions.
• Contribute to sales planning and pipeline management by maintaining accurate CRM records, tracking progress against actions, and supporting the preparation of reporting, forecasting, and sales reviews.
• Coordinate the logistics and preparation for sales activities such as pitches and roadshows, ensuring required information is gathered from internal stakeholders, e.g. product and investment inputs, relevant operational or compliance requirements.
• Support commercial discussions by gathering competitor intelligence, charity-sector market insights, product information, market data, and pricing inputs required by senior sales colleagues.
• Support pre‑ and post‑sale client servicing in coordination with Client Management teams, responding to straightforward client and internal queries in a timely and accurate manner
• Contribute to client retention by monitoring engagement activity, tracking client interactions in CRM, flagging potential risks and supporting remediation where necessary.
• Build knowledge of the firm’s investment propositions, strategies, charity-sector priorities, governance considerations and competitor landscape to strengthen sales execution and provide effective support to Sales Directors.
• Ensure disciplined use of CRM and internal systems, maintaining accurate data, adhering with internal standards, and upholding control requirements across all sales‑related activity.

Key Knowledge, Skills and Experience:

• Growing confidence in relationship management across client segments, with an understanding of the characteristics and requirements of charity and endowment clients.
• Developing knowledge of institutional investment markets, charity-sector priorities and the factors that influence investment decision-making and distribution within the sector.
• Developing capability in supporting new business generation and contributing to revenue growth, with the ambition and aptitude to progress to a Sales Director role over time.
• Working towards the following qualifications by channel: IMC (or equivalent) for Wholesale, and CFA, CAIA, or equivalent for Institutional
• Strong verbal and written communication and presentation skills, with the ability to prepare high‑quality, client‑ready materials.
• Developing the ability to collaborate effectively with investment, product, and marketing teams to support compelling client propositions.
• Solid organisational skills with strong attention to detail, prioritisation, and task management.
• Proficient use of CRM systems, with disciplined pipeline and sales activity tracking.
• Strong team player with a proactive, learning‑oriented mindset and adaptability in a fast‑paced environment.

Work Level: Experienced Colleague

Recruiter: Hannah Curtis

What we offer:

We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, and financially plan for the future. Our UK benefits include:

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: [email protected]