Distribution Specialist

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The role is within the Structured Products and Annuities planning unit in Momentum Investments. The Distribution Specialist will be responsible for accelerating sales growth, strengthening brand awareness and supporting the growth of new business across SPA’s product range, including equity-linked notes and the Guaranteed Annuity Portfolio (hybrid annuity). The role requires a commercially astute, highly professional and self-managed individual who can build trusted relationships, convert opportunities into measurable flows and represent SPA with credibility in the market.

Requirements

• Bachelor’s degree in finance, Investments, Economics, Business Science or a related field.
• CFA qualification, progress towards CFA, or an equivalent investment qualification or background would be advantageous.
• Demonstrated understanding of guaranteed investment solutions and structured products.
• Sound knowledge of investment markets, fund positioning, asset classes, risk considerations and adviser distribution dynamics.
• Proven track record in sales, client relationship management, adviser engagement or investment specialist activity.
• Experience engaging with financial advisers and other investment decision makers would be advantageous.
• Exceptional engagement, communication and negotiation capability.
• Please note that travel will be required as part of this role.

Duties & Responsibilities

Attracting assets

• Develop and implement regional and channel specific strategies to grow new business volumes.
• Identify, prioritise and convert new business opportunities across internal and external advice channels.
• Support Momentum Distribution Services where appropriate, to drive additional sales into structured products through adviser and client networks.
• Maintain a robust sales pipeline, track activity against agreed targets and provide regular reporting on progress, risks and opportunities.
• Support Momentum Financial Planners with the use of these solutions in conjunction with house views.

Sales, Distribution and Brand Promotion

• Position SPA’s capabilities and product range effectively to advisers, and DFMs.
• Develop and execute differentiated initiatives to enhance brand visibility, market presence and client advocacy.
• Partner with marketing and communications teams to produce compelling, accurate and compliant sales collateral, presentations and thought leadership content.
• Represent SPA at client engagements, industry events, webinars, seminars and public forums with confidence and technical credibility.
• Collaborate with internal teams and external partners to identify new channels, events and client segments that can expand brand awareness and distribution reach.

Client Relationship Management and Service Excellence

• Build, manage and strengthen relationships with key advisers and strategic partners, ensuring high levels of trust, satisfaction and engagement.
• Deliver an exceptional pre-sales and after-sales experience aligned to agreed service standards and the client value proposition.
• Host and manage client meetings, adviser roadshows, market updates and bespoke client events.
• Act as a credible point of contact for queries, investment positioning, market context and product information.
• Monitor adviser and client feedback, identify service gaps and work with internal stakeholders to improve the experience.

Market Insight, Technical Expertise and Thought Leadership

• Remain up to date with investment markets, competitor activity, fund performance, regulatory developments and industry trends.
• Translate complex investment concepts into clear, practical and relevant insights for a range of client and adviser audiences.
• Provide regular market intelligence to the business to support strategic planning, proposition development and service improvement.
• Contribute to thought leadership initiatives that showcase SPA’s investment expertise and strengthen its market credibility.
• Ensure all market commentary, presentations and client engagements are accurate, professional and aligned to approved messaging.

Team Contribution and Ways of Working

• Demonstrate a proactive, outcomes focused and solutions orientated approach to achieving business objectives.
• Work collaboratively with distribution, investment, product, marketing, operations and client service teams to deliver integrated outcomes.
• Show resilience, adaptability and sound judgement in a dynamic, high performance environment.
• Manage time, priorities and activities effectively in a hybrid working model, with strong accountability for delivery.
• Live and promote the organization’s values, including accountability, diversity, excellence, innovation, integrity and teamwork

Competencies

• Strong commercial orientation with the ability to originate, shape and close business opportunities.
• Excellent relationship building, stakeholder management and negotiation skills.
• Ability to articulate complex investment and product information clearly to varied audiences.
• Strong presentation and public speaking capability, with professional presence and credibility.
• High levels of professionalism, integrity, discretion and client centricity.
• Self-motivated, proactive and disciplined, with the ability to work independently and deliver results under pressure.
• Strategic thinker with the ability to identify market opportunities and translate them into practical action plans.
• Strong listening skills, emotional intelligence and the ability to influence constructively.
• Commitment to continuous learning, technical development and performance improvement.
• Ambitious, resilient and results driven, with a strong fit for a collaborative team culture.

Enquiries [email protected]