Tom Carroll Email & Phone Number

London, Gb

London, England, United Kingdom

London

Co-Head of Intermediated Clients Business – UK Institutional Overall responsibility for retention and growth of a book of 600 UK Defined Benefit pension scheme clients, including business planning and strategy and line management of relationship managers in the team. Taking the lead as Client Director on a book of approximately 30 of the largest client relationships in the business. Largest client pension scheme size of £7bn, average size c£1.5bn.Key accomplishments:Personally generated £4.5m of gross new revenue through business development in 2020Retention of £2.5m existing client revenue through re-tender exercises as client journeys evolve in 2020Delivered new business wins across diverse products including LDI, Buy & Maintain Credit, illiquid alternatives including secure income private markets, renewable power infrastructure and private equityAs business lead, successfully implemented a project to transition operational service into a newly created dedicated servicing functionOversight of targeted campaigns developing business in private markets, fixed income and ESG Close collaboration with OCIO sales team to develop new business opportunities across existing and prospective client base

London, England, United Kingdom

Client Director, Intermediated Clients – UK Institutional Responsible for a book of 50 UK Defined Benefit pension clients advised by investment consultants across a wide range of strategies. Objective to retain and grow book of business through existing clients and targeted prospecting.Key accomplishments:Recognised for ability to put clients at ease and be someone clients want to work with, leading to trusted partnershipsDeveloped close relationships with clients, professional trustees and advisers Consistent new revenue generation for the business of £2-3m per annum, across wide range of asset classesBuilt long standing relationships for the firm so as to defend and retain existing businessMentored less experienced colleagues to develop effective sales and relationship skills

London, England, United Kingdom

Client Relationship Manager, Strategic Clients – UK Institutional Responsible for a book of 10 strategic clients with in-house pension teams, including relationship management and development of cross-sell opportunities. Close collaboration with product teams and senior management to deliver the best of the firm to our largest clients. Both UK pension schemes and multinational pension clients, the largest scheme being £20bn in size.Key accomplishments:Successfully managed the relationship for our highest revenue generating UK pension client for 4 years, evolving mandates across both Defined Benefit and Defined ContributionAssisted with the design, implementation and leadership of a new team structure to service clients which better aligned us to meet client needsLine management and mentoring responsibility for relationship managers and successfully helped many to develop their careers Interviewed, hired and trained 6 new permanent members of staff

London, England, United Kingdom

Client Order Management Team Leader Responsible for a team of 6 who processed all cashflow, investment and disinvestment instructions on behalf of institutional clients, providing a key link between clients and portfolio managers.

Intermediary Support Supervisor Held various roles as I progressed through the business, ultimately leading a team of investment professionals responsible for supporting the IFA community who would distribute the firm’s product to retail investors. Required detailed knowledge of products and performance as well as markets and industry developments.