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.