Regional Business Development Manager - Investments
Core
Lead growth across the UK IFA/Wholesale market by building partnerships with adviser firms and driving adoption of multi-asset investment solutions.
Role type
Regional Business Development Manager (Investments)
Builds
Multi-asset investment solutions for UK IFA/Wholesale clients
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
relationship building, business planning, sales pipeline management, client engagement, cross-functional collaboration, regulatory compliance (SMCR)
Preferred skills
experience with tier 1, 2, and 3 IFA/intermediary firms, knowledge of market trends and platform developments
Technologies
CRM systems
Responsibilities
Own and deliver regional new business and AUM growth targets, embed investment solutions within client and fund selection processes, deliver high-quality client engagement through meetings and events, represent the firm at industry functions, manage sales pipeline in CRM, act as the voice of the client internally, collaborate cross-functionally to deliver regional objectives
Seniority
Mid-level, hands-on IC
