Institutional Solutions Manager

Overview

In this role, you will lead and manage institutional projects from planning to delivery within an established UK investment manager. You will coordinate cross-functional teams to support the institutional offering, fundraising, and client solutions, shaping investment strategies and marketing materials for institutional audiences. You drive multiple workstreams, ensure high-quality CRM data, and support fundraising initiatives. This is a hands-on role with high-visibility across the investment business, offering meaningful impact on client solutions and strategy.

Responsibilities

• Lead and manage institutional projects end-to-end from planning to delivery
• Oversee production of fund marketing materials, presentations, pitch decks, and institutional collateral
• Coordinate across investment, sales, marketing and wider internal teams
• Manage multiple workstreams, stakeholders and deadlines
• Support development and positioning of investment strategies for institutional audiences
• Ensure effective CRM usage and maintain high-quality institutional data and materials
• Support wider fundraising and institutional client initiatives

Key requirements

• Experience in asset management, investment management, private markets or similar
• Strong project-management and stakeholder-management capabilities
• Excellent PowerPoint and presentation skills
• Experience with CRM systems
• Strong understanding of fund marketing collateral and institutional investor materials
• Ability to take ownership of projects and drive them to completion
• Proactive, hands-on can-do attitude

• Cross-functional collaboration
• Proactive communication
• Stakeholder management
• PowerPoint
• CRM systems
• Fund marketing collateral development

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