Jupiter Asset Mgmt
Salesforce Manager page is loaded Salesforce Managerlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR492The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance. Background We are seeking an experienced Salesforce Manager to take hands-on ownership of our Salesforce platform within the Client Group. Sitting in Client Experience and working closely with Business Development, this role is critical in ensuring Salesforce effectively supports our client engagement, sales activity, and servicing workflows.This is an execution-focused role requiring deep Salesforce expertise and a strong understanding of asset management client journeys. The successful candidate will be responsible for the day-to-day management, optimisation, and delivery of Salesforce capabilities, translating business requirements into practical, scalable solutions. Key Responsibilities Salesforce Platform Ownership (Hands-On) Act as the primary Salesforce administrator and platform owner for the Client Group Configure and maintain Salesforce (including objects, fields, flows, validation rules, and permissions) Lead hands-on delivery of enhancements, fixes, and continuous improvements Manage releases, testing, and deployment in line with best practice Business Engagement (Client Experience & Business Development) Partner closely with Client Experience and Business Development teams to understand workflows and requirements Translate business needs into clear, actionable Salesforce solutions Support sales, client servicing, and marketing users to maximise platform effectiveness Act as a trusted advisor on how Salesforce can best support client engagement Data Quality, Governance & Controls Own data quality standards, governance processes, and user discipline within Salesforce Ensure accurate capture of client, contact, and activity data across channels Maintain robust access controls and ensure compliance with internal policies and FCA requirements Support audit and regulatory requirements linked to client data and communications Reporting & Insights Build and maintain dashboards and reports for Business Development, Client Experience, and leadership Enable clear visibility of sales activity, pipeline, and client engagement Support data-driven decision making across the Client Group Asset Management Workflow Enablement Ensure Salesforce supports key asset management use cases, including: + Intermediary coverage (wealth managers, platforms, advisers) + Institutional client and consultant relationships + Sales activity tracking and pipeline management + Client communications and campaign tracking Continuously refine workflows to reflect evolving business and regulatory needs Collaboration with Technology & Product Work closely with Technology teams on integrations, data flows, and system architecture Partner with the Salesforce Product Owner (separate role) to input into the platform roadmap Provide practical input on feasibility, effort, and prioritisation based on hands-on platform knowledge Vendor & Support Management Manage day-to-day relationship with Salesforce support and external partners Oversee delivery from third-party developers where required Ensure issues are resolved efficiently and to a high standard Desired Skills / Experience Essential Significant hands-on Salesforce administration experience in a complex environment Strong expertise in Salesforce configuration (flows, objects, permissions, reporting) Experience within asset management, wealth management, or financial services Strong understanding of distribution models (intermediary and/or institutional) Proven ability to work directly with business stakeholders and translate requirements into solutions Experience owning data quality and governance within a CRM platform Salesforce certifications (e.g. Administrator, Advanced Administrator) Experience with Marketing Cloud or campaign tools Experience working in an FCA-regulated environment Key Competencies Highly hands-on, detail-oriented, and delivery-focused Strong commercial awareness of asset management client dynamics Confident working with senior stakeholders across Client Experience and Business Development Pragmatic problem solver with a focus on usability and adoption Strong ownership mindset with the ability to operate independently Additional Role Details This role is subject to the Conduct Rules set by the FCA.Our high-conviction investment approach is fundamental to the way we think, and the way we work. We all understand how we can positively impact our clients. We are team players and success is only possible if we work together.We respect and celebrate different perspectives, and experiences. We are tenacious and create an environment where everyone can do meaningful work for clients, for our business, and for the world around us.We are agile, brave, and work fast. We take accountability and always look for ways to drive greater value for our clients. That means continuously improving and seeking to innovate. We embrace change and challenge convention.We are proud of our journey so far and continually try to find better ways to work and share lessons learnt so that we can be even stronger tomorrow.At Jupiter, we unlock your potential so our clients can achieve theirs.
Salesforce Manager page is loaded Salesforce Managerlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR492The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance. Background We are seeking an experienced Salesforce Manager to take hands-on ownership of our Salesforce platform within the Client Group. Sitting in Client Experience and working closely with Business Development, this role is critical in ensuring Salesforce effectively supports our client engagement, sales activity, and servicing workflows.This is an execution-focused role requiring deep Salesforce expertise and a strong understanding of asset management client journeys. The successful candidate will be responsible for the day-to-day management, optimisation, and delivery of Salesforce capabilities, translating business requirements into practical, scalable solutions. Key Responsibilities Salesforce Platform Ownership (Hands-On) Act as the primary Salesforce administrator and platform owner for the Client Group Configure and maintain Salesforce (including objects, fields, flows, validation rules, and permissions) Lead hands-on delivery of enhancements, fixes, and continuous improvements Manage releases, testing, and deployment in line with best practice Business Engagement (Client Experience & Business Development) Partner closely with Client Experience and Business Development teams to understand workflows and requirements Translate business needs into clear, actionable Salesforce solutions Support sales, client servicing, and marketing users to maximise platform effectiveness Act as a trusted advisor on how Salesforce can best support client engagement Data Quality, Governance & Controls Own data quality standards, governance processes, and user discipline within Salesforce Ensure accurate capture of client, contact, and activity data across channels Maintain robust access controls and ensure compliance with internal policies and FCA requirements Support audit and regulatory requirements linked to client data and communications Reporting & Insights Build and maintain dashboards and reports for Business Development, Client Experience, and leadership Enable clear visibility of sales activity, pipeline, and client engagement Support data-driven decision making across the Client Group Asset Management Workflow Enablement Ensure Salesforce supports key asset management use cases, including: + Intermediary coverage (wealth managers, platforms, advisers) + Institutional client and consultant relationships + Sales activity tracking and pipeline management + Client communications and campaign tracking Continuously refine workflows to reflect evolving business and regulatory needs Collaboration with Technology & Product Work closely with Technology teams on integrations, data flows, and system architecture Partner with the Salesforce Product Owner (separate role) to input into the platform roadmap Provide practical input on feasibility, effort, and prioritisation based on hands-on platform knowledge Vendor & Support Management Manage day-to-day relationship with Salesforce support and external partners Oversee delivery from third-party developers where required Ensure issues are resolved efficiently and to a high standard Desired Skills / Experience Essential Significant hands-on Salesforce administration experience in a complex environment Strong expertise in Salesforce configuration (flows, objects, permissions, reporting) Experience within asset management, wealth management, or financial services Strong understanding of distribution models (intermediary and/or institutional) Proven ability to work directly with business stakeholders and translate requirements into solutions Experience owning data quality and governance within a CRM platform Salesforce certifications (e.g. Administrator, Advanced Administrator) Experience with Marketing Cloud or campaign tools Experience working in an FCA-regulated environment Key Competencies Highly hands-on, detail-oriented, and delivery-focused Strong commercial awareness of asset management client dynamics Confident working with senior stakeholders across Client Experience and Business Development Pragmatic problem solver with a focus on usability and adoption Strong ownership mindset with the ability to operate independently Additional Role Details This role is subject to the Conduct Rules set by the FCA.Our high-conviction investment approach is fundamental to the way we think, and the way we work. We all understand how we can positively impact our clients. We are team players and success is only possible if we work together.We respect and celebrate different perspectives, and experiences. We are tenacious and create an environment where everyone can do meaningful work for clients, for our business, and for the world around us.We are agile, brave, and work fast. We take accountability and always look for ways to drive greater value for our clients. That means continuously improving and seeking to innovate. We embrace change and challenge convention.We are proud of our journey so far and continually try to find better ways to work and share lessons learnt so that we can be even stronger tomorrow.At Jupiter, we unlock your potential so our clients can achieve theirs.