Business Development Manager

My client is a discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers is looking to bring on board a business development manager

Duties Include

• Actively manage client relationships, taking responsibility for day-to-day project management and delivery of targets, reporting directly to the Head of Business Development.
• Maintain and grow existing client relationships, ensuring strong retention of clients and funds under management.
• Drive new business activity and sales for the firm by identifying market opportunities and contributing to the development of sales strategies.
• Support colleagues and provide input where required to enable the successful fulfilment of shared business objectives.
• Proactively contribute to business development by maintaining existing relationships and pitching for new client opportunities.
• Ensure the delivery of high-quality service and solutions to clients and stakeholders, applying knowledge gained through practical experience and professional training.
• Lead sales meetings, develop client relationships, and close new business opportunities.
• Research and identify new business opportunities, including new markets, growth areas, industry trends, potential clients, partnerships, products, and services, as well as new ways to access existing markets.
• Generate leads and conduct outreach to prospective clients through targeted cold calling and networking.
• Engage with clients through face-to-face meetings, virtual meetings, and telephone discussions.
• Demonstrate strategic thinking by identifying long-term opportunities and setting clear aims and objectives to support business growth.
• Undertake strategic planning activities to support the continued development and improvement of the business.
• Maintain a strong understanding of the firm’s products and services and be able to communicate their value effectively.

Requirements

• Established relationships with Financial Advisers across the UK or within specific regions.
• Previous experience in a similar role within an Asset Manager, Discretionary Fund Manager (DFM), Managed Portfolio Service (MPS), investment platform, or experience working as an Independent Financial Adviser (IFA).
• Demonstrated track record of developing and maintaining relationships within the IFA market.
• Strong academic background with excellent numerical, analytical, and strategic thinking skills.
• High levels of personal drive and integrity, with the ability to deliver results within tight deadlines.
• A personable team player capable of building trust and credibility with colleagues and clients.
• Strong attention to detail and commitment to delivering high-quality work.
• Motivation to develop and progress within an entrepreneurial environment.
• Excellent communication, organisational, and technical skills.
• Technical investment knowledge across multiple asset classes is advantageous.
• Ability to work independently and demonstrate initiative.
• Relevant professional qualifications (CII/PFS Level 4 qualification preferred).