Simon Rogers
Oxted,Surrey
Summary
Results-driven professional with natural knack for leadership, excelling in strategic planning and relationship-building. Possesses strong negotiation skills and deep understanding of market dynamics. Poised to drive sales growth and foster long-term client partnerships.
With many industry and structural changes in distribution it is important to lean towards focus success and strategy to gain full market potential.
Having experience of working with a company grow from £1.8bn to £30bn has given me a great insight into how to achieve this and now looking to repeat the journey.
Overview
28
28
years of professional experience
10
10
years of post-secondary education
Work history
Head of Regional Sales and Strategic Partners
Redwheel
2021.01 - 2024.11
- Currently managing team of 6 covering UK and Head up Strategic partners and key accounts
- This includes regional DFM/s advisory and consolidators
- Improved regional sales performance by implementing unique strategies and initiatives.
- Developed strong relationships with key clients to enhance brand loyalty.
- Led a dedicated team, resulting in increased productivity and efficiency.
Head of Sales, South Africa and South UK,
Artemis
2017.01 - 2021.01
- Managing a team of three to cover all parts of Investment community from Fund of funds, DFM and advisory
- Consistently top RSM for last 8 years at Artemis
- Recognised in top 10 of Sales managers from surveys completed by Research in Finance, Feb 20 and July 19
- Embarked on taking Artemis into South Africa
- Achieved market dominance with innovative sales strategies.
- Increased brand visibility by implementing strategic sales initiatives.
Regional Sales Manager for London and South East
Artemis
2012.01 - 2017.01
- Responsible for Sales in London and South East looking after advisory and discretionary
- This also included the IOM and Belfast
Strategic Alliance Manager
Artemis
2010.01 - 2012.01
- Managed relationship with key Life and Platform companies, including Old Mutual, Funds Network, Cofunds etc
- This included regular presentations with consultants and also dealing with the head offices on opportunities
Head of Sales Support Desk
Artemis
2005.01 - 2010.01
- Heading up team of 9 people supporting Sales, marketing and PR
- Still supported London discretionary and Hedge fund products
- Developed new business partnerships for expansion of market reach.
- Negotiated key contracts to secure lucrative deals.
- Provided leadership for successful team performance.
Broker Support
Artemis Fund Managers
2002.02 - 2005.01
- Transferred with the Singer & Friedlander Premier Funds Service (Fund of Funds Product) to ABN AMRO under TUPE (Now Artemis Fund Managers)
- The Investment director requested I move with him to help move the assets under management and assist the brokers with the transfer
Assistant Portfolio Manager
Singer & Friedlander Portfolio Management Ltd.
1998.07 - 2002.02
- A senior member of the team involved at all levels of investment decisions and signed off to give investment advice
- Front office position as the first point of contact for all customer and IFA enquiries
Financial Consultant
City Financial Partners Limited
1996.12 - 1998.06
- Working as a financial planning consultant dealing in all areas of financial planning from mortgages, pensions, life assurance, PEPs, Bonds, share exchange schemes, lump sum investments, investment portfolios right through to mitigating tax situations, and corporate financial planning
Education
GCSEs - 9 GCSES inc Mathematics, English
Philip Morant School
1986.01 - 1991.01
A Levels - Law, Psychology, Sociology
Colchester Sixth Form College
1991.01 - 1993.01
BA Honours - International Relations
Keele University
1993.01 - 1996.01
Skills
- Product pricing strategies
- Target achievement focus
- CRM systems usage
- Market insightfulness
- Relationship Management
- Business development
- Sales techniques
- Salesforce CRM
- Partnerships management
Custom
Available on request
Personal Information
Date of birth: 11/23/74
Timeline
Head of Regional Sales and Strategic Partners
Redwheel
2021.01 - 2024.11
Head of Sales, South Africa and South UK,
Artemis
2017.01 - 2021.01
Regional Sales Manager for London and South East
Artemis
2012.01 - 2017.01
Strategic Alliance Manager
Artemis
2010.01 - 2012.01
Head of Sales Support Desk
Artemis
2005.01 - 2010.01
Broker Support
Artemis Fund Managers
2002.02 - 2005.01
Assistant Portfolio Manager
Singer & Friedlander Portfolio Management Ltd.
1998.07 - 2002.02
Financial Consultant
City Financial Partners Limited
1996.12 - 1998.06
BA Honours - International Relations
Keele University
1993.01 - 1996.01
A Levels - Law, Psychology, Sociology
Colchester Sixth Form College
1991.01 - 1993.01
GCSEs - 9 GCSES inc Mathematics, English
Philip Morant School
1986.01 - 1991.01