Director Business Development
Core
Lead adviser relationship development and generate new assets under management (AUM) for Independent Financial Advisers and wealth planners across the South West region.
Role type
Senior IC business development director (financial services)
Builds
New business relationships and AUM flows for an investment management firm
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Business development, strategic account management, relationship building, pipeline management, opportunity qualification, conversion, presentation skills, commercial focus
Preferred skills
Existing network of adviser relationships in the South West, experience with investment managers or discretionary fund managers, coaching/mentoring junior BD professionals, hosting adviser events
Technologies
Managed Portfolio Services, discretionary services, model portfolios
Responsibilities
Lead business development activity across Bristol and the South West, generate new AUM flows exceeding £100m per annum, build senior relationships with key decision-makers, promote investment solutions, develop regional business plans, manage adviser opportunity pipelines
Seniority
Director, hands-on IC with mentorship responsibilities
