Gary Burch Email and Phone Number
Gary Burch work email
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Gary Burch personal email
I am an experienced, accomplished, highly motivated and determined sales strategy development and business consultancy professional. Currently heading a consultancy and sales division responsible for strategy delivery, platform transformation, asset migration and key account on-boarding and growth support programmes. 21 years experience within Platform / Wrap / SIPP / Financial Services industry. With my extensive consultative, implementation, sales delivery and strategy development background, I have gained a proven track record on successfully developing and supporting the transition of platform / product and national wealth managers to deliver their corporate objectives. Skills summary;Strategy & project implementationBusiness consultancyKey account executive management Business development & distributionStrategic creation and deliveryNetworking and communication Contract Negotiation, Bids & Tendering UK WRAP/Platform/SIPP market expertInfluencing & engagementInnovative & leadership
Nucleus Financial
View- Website:
- nucleusfinancial.com
- Employees:
- 201
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Director Of Sales OperationsNucleus Financial Sep 2022 - Present
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Head Of Platform ConsultancyJames Hay Partnership Mar 2014 - Sep 2022HomeWorking within the Senior Management team, reporting into the Director of Distribution.My team and myself are responsible for;* driving and developing the efficiencies within the distribution development strategy* supporting Key Strategic Partnership relationships * delivering a robust on-boarding and adoption programme* developing strategies to drive Platform through the business -
Key Account ManagerCofunds Feb 2012 - Feb 2014Home BasedThis role demands strong communication, presentational and leadership skills, extensive knowledge of the market and regulatory changes plus innovative abilities.Key objectives & successes• Responsible for the full sales cycle from identification of sales opportunities, initial strategy, pitch process and implementation through to roll-out and ongoing management for the UK’s leading investment platform. • A personal target of circa £0.5bn pa across a selected portfolio of national accounts, networks, and execution only providers. Working an informal management line across the wider sales, marketing and implementation teams to ensure resources are appropriately allocated for management of our clients. • Commercial & contract negotiations. -
Key Account ConsultantCofunds Sep 2010 - Feb 2012Home BasedThis role required key relationship & management skills, internal and external, liaison with executives, plus confident and educated consultancy expertise, whilst strategizing and developing solutions for the required intermediary businesses.Key objectives & successes;• Successfully delivering the new RDR proposition of 2 large national intermediaries plus the number 1 network in the market.• Consultative work with a number of intermediary businesses during RDR within the London and Midlands region. • Creation of a robust RDR transition programme that is used as an ‘off the shelf’ solution or a template to a more bespoke programme for the larger businesses. Addressing; Client Segmentation, Business/Service models, Investment Proposition, Cost to Serve, Client Engagement & Adoption. • Mentoring junior consultants.
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Account ManagerCofunds Feb 2004 - Sep 2010Cofunds LtdThis role developed over 7 years from an office based Account Management (AM) to a hybrid AM, and finally a field based AM. Consistently achieving targets I had to have a very strong work ethic, be able to communicate on varying levels, understand client needs and deliver solutions to ensure our joint business objectives were met.Key objectives & successes;• Managing and supporting the relationship of a number of Intermediary businesses predominantly within the South East Region.• Ensure my strategic partners achieved and continued profitability during some challenging economic and regulatory times.• Delivering presentations during workshops and seminars.• Being responsible for bringing £3.2bn AUA of new business onto Platform.• Remaining in the top 3 (from 16 regions) business producers plus maintaining the highest market share within my panel.
Gary Burch Skills
Gary Burch Education Details
Frequently Asked Questions about Gary Burch
What company does Gary Burch work for?
Gary Burch works for Nucleus Financial
What is Gary Burch's role at the current company?
Gary Burch's current role is Director of Sales Operations at Nucleus Financial.
What is Gary Burch's email address?
Gary Burch's email address is ga****@****y.co.uk
What schools did Gary Burch attend?
Gary Burch attended St. Anselm's College.
What skills is Gary Burch known for?
Gary Burch has skills like Financial Services, Business Development, Wealth Management, Account Management, Investments, Management, Relationship Management, Strategic Partnerships, Pensions, New Business Development, Sales Management, Leadership.
Who are Gary Burch's colleagues?
Gary Burch's colleagues are Suzanne Scanlon, Loretta Flack, Michael Aubertel, Chelsea Fraser, Tina Oxley, Glenys Hughes, Callum Paterson.
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Gary Burch
London1csgsystems.com -
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Gary Burch
Kingston Upon Thames1verity.com
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