Business Development Manager - Platforms
Core
Win new adviser relationships and grow business for a financial services group's advised platform, focusing on decumulation and smoothed funds for retirement clients.
Role type
Regional Business Development Manager (Financial Services)
Builds
Advised platform business flows and retirement income solutions
Domain
UK Financial Services / Retirement Income / Asset Management
Required skills
Business development with IFAs, Hunter mentality, Advised platform experience, Asset management landscape knowledge, Smoothed fund solutions knowledge, FCA rules compliance, Presentation skills, Territory management
Preferred skills
QCF Level 4 qualification, Existing home base in Yorkshire
Technologies
N/A
Responsibilities
Take ownership of the Yorkshire IFA panel and set priorities, Open doors with advisers not yet using the platform, Agree a contact strategy and visit plan with the Divisional Sales Manager, Position smoothed fund solutions within advisers' retirement income conversations, Deliver against business mix and volume targets, Run adviser meetings and presentations, Deepen existing relationships to grow platform usage, Feed market intelligence back to leadership, Produce management information on pipeline and results, Keep client activity within governance standards, Build expert knowledge of the retirement income market