Gary Burch Email & Phone Number

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Working 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

Home Based

This 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.

Home Based

This 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.

Cofunds Ltd

This 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.