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We are partnering with a leading global investment advisory firm to appoint an Associate Director within its Institutional sales function, focused on supporting growth across insurance clients. The firm operates at the top end of the market, advising sophisticated global investors on portfolio strategy and implementation.

This is a commercially focused role sitting at the intersection of business development, client engagement, and investment solutions. You will work closely with both client-facing and investment teams, playing a key role in driving new opportunities and deepening existing relationships. The position would suit an individual with a strong grounding in institutional investments who is looking to step into a more externally facing, revenue-aligned role with significant exposure to senior stakeholders and global markets.

The successful candidate will be involved in:

• Supporting business development strategy across insurance clients and prospects internationally
• Partnering with senior stakeholders across client solutions and investment teams to originate and progress opportunities
• Preparing high-quality client materials, including pitchbooks, presentations, and tailored proposal responses
• Leading and coordinating responses to RFPs and other competitive tender processes
• Conducting targeted research to identify new opportunities, market trends, and competitor positioning
• Participating in client and prospect meetings, contributing to discussions and follow-up actions
• Managing and tracking pipeline activity, ensuring accurate reporting and visibility across teams
• Coordinating internal briefing sessions and ensuring investment teams are well-prepared for client engagement
• Supporting brand-building initiatives through industry events, conferences, and networking
• Developing relationships across key centres of influence, including intermediaries and advisors

The ideal candidate should have:

• Experience in asset management, investment consulting, or a related financial services environment
• Exposure to institutional clients (e.g. insurance, pensions, or similar sophisticated investors)
• Strong understanding of investment strategies and portfolio construction principles
• Proven ability to produce high-quality written materials for client-facing purposes
• Excellent communication skills, both written and verbal, with confidence engaging senior stakeholders
• Strong organisational skills with the ability to manage multiple priorities effectively
• A proactive, commercially minded approach with a focus on delivering outcomes
• Ability to operate both independently and as part of a collaborative, global team
• High attention to detail and a structured approach to managing processes and workflows

For more information, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com.

Contact information

Christopher Rolfe