Business Development Manager

Kaizen Resourcing; Greater London; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary

OTE around £70,000

Hybrid working (London)

Progression to Client Director

Exposure to wealth/asset management

Benefits package

Job summary

Kaizen Resourcing is seeking a commercially driven Business Development Manager to join a specialist team serving wealth and asset managers. You will convert inbound interest into opportunities, build relationships with senior stakeholders, and own your pipeline from first contact to qualified opportunity.

The role requires 2–3 years of B2B sales or business development experience, a track record of meeting targets, and a strong ability to present.

Qualifications

• 2–3 years in B2B sales, BD, or account exec with targets.
• Ability to present clearly to senior stakeholders.
• Experience with inbound leads and B2B marketing/sales processes.
• Comfort using HubSpot (or similar CRM).
• Experience with cold prospecting or data-driven outreach is advantageous.
• Financial services/FinTech or wealth/asset management experience is highly desirable.
• University degree (or equivalent).
• Self-motivated, organized, and curious about investing or behavioural finance.

Responsibilities

• Own inbound enquiries and qualify opportunities.
• Deliver demos of core solutions including suitability and risk profiling.
• Research market trends to tailor outreach.
• Maintain leads and pipeline in HubSpot; provide reports.
• Develop sales collateral and marketing assets.
• Represent the business at industry events.
• Set up meetings with prospects; collaborate with the team.
• Suggest improvements to conversion rates and sales processes.

Skills

Inbound lead handling

Presentation skills

CRM familiarity

Data-driven outreach

Relationship building

Education

University degree

Tools

HubSpot

Job description

About the Role

I'm looking for a commercially driven Business Development Manager to join a specialist team that helps wealth managers and asset managers make better decisions through behavioural finance.

This is a hands-on role focused on converting inbound interest into opportunities and building relationships with leading firms across the wealth and asset management sector. You'll be trusted to represent the business with senior stakeholders, run demos, and own your pipeline from first conversation through to qualified opportunity.

The role is ideal for someone with 2-3 years of successful B2B sales or business development experience who wants to develop strong enterprise sales skills and grow towards a Client Director position over time.

What You'll Do

• Own all inbound enquiries - quickly understand prospect needs and qualify opportunities
• Confidently deliver demos of our core solutions, including suitability and risk profiling tools for wealth managers and asset-mapping solutions for larger asset managers
• Research market trends and prospect-specific topics to create personalised outreach and follow-up campaigns
• Maintain accurate lead and prospect records in HubSpot and provide clear pipeline reporting
• Help develop sales collateral, including personalised materials, product content and supporting marketing assets
• Represent the business at industry conferences and events
• Set up and manage meetings with engaged prospects, working closely with the wider team to progress opportunities
• Contribute ideas to improve conversion rates and the overall sales process

What They're Looking For

• 2-3 years' experience in a business development, sales development or account executive role, with a proven track record of meeting or exceeding targets
• Strong ability to present clearly and handle challenging questions from senior stakeholders
• Experience working with inbound leads and a good understanding of B2B marketing and sales processes
• Comfortable using HubSpot (or similar CRM) to manage activity and pipeline
• Experience of cold prospecting or data-driven outreach is an advantageFinancial services, FinTech or wealth/asset management experience is highly desirable
• University degree (or equivalent experience)
• Self-motivated, organised and curious - ideally with an interest in investing, behavioural finance or how people make financial decisions

What They Offer

• Competitive base salary of £50,000-£60,000 depending on experience
• Performance-related bonus taking the total package (OTE) to around £70,000
• Clear path to progress into a Client Director role with responsibility for a region or product area
• Hybrid working (3 days in the London office)
• Opportunity to work with well-known wealth and asset management firms
• Exposure to a specialist, high-quality product set in a growing part of the market
• Usual benefits package