Business Development Manager - Investments

Join a leading investment management business at the forefront of innovation and growth. Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions.

This position will lead new business development with an agreed panel of intermediary accounts, across investment solutions, DFM, retirement solution & platform sales.

Position Overview:
We are seeking a dynamic and experienced Business Development Manager to drive the expansion and success of our client. As a key member of the team, you will be responsible for fostering strategic partnerships, identifying new business opportunities, and optimising existing client relationships.

Key Responsibilities:

• Drive new business development initiatives within assigned target accounts in collaboration with the Regional Head.
• Effectively manage retention efforts and identify upselling opportunities within a designated list of key accounts.
• Conduct regular, structured meetings with the Regional Head to evaluate progress within the target account panel, assess overall performance, and set strategic priorities.
• Serve as the primary point of contact for all product inquiries, participating in ongoing product training to maintain comprehensive knowledge of investment solutions, Discretionary Fund Management (DFM), and platform offerings.
• Manage prospects through the sales pipeline until they are ready to be transferred: Investment Solutions and DFM/Retail Investment Solutions (RIS) opportunities are handed over to the appropriate Relationship Manager (RM) as the lead.
• Adopt a joint BDM/BDA working model with a shared list of clients where the BDA operates as the daily contact and the BDM lead account manager. Agree an ongoing contact strategy with these clients.
• Undertake regular client reviews. Work with BDA on retention / increase penetration / cross-sell of existing accounts.

To be considered you should have:

• Previous experience within a similar position (at least 4+ years)
• A thorough understanding of the Financial Servies industry
• Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness.
• Demonstrate excellent verbal and presentation skills to articulate the value proposition and relevant information clearly and passionately to clients, whether in one-on-one interactions or larger group settings.
• Utilise effective questioning and listening techniques to thoroughly understand the perspectives, views, and emotions of prospective and existing clients.
• Written skills in order to clearly, concisely and convincingly present propositions and relevant information to clients in order to support discussions and agreements made with them.

Why apply:

• Opportunity to play a pivotal role in shaping the future of investment platforms and driving meaningful impact for clients.
• Competitive compensation package, including base salary, performance-based incentives, and comprehensive benefits.