Business Development Manager

Novia Financial plc; United Kingdom; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company is seeking a Business Development Manager to drive adviser engagement and growth in their region. The role involves building relationships, delivering training, and managing projects to enhance platform usage. Ideal candidates will have a strong background in business development, particularly in financial services, and possess excellent networking and presentation skills.

Qualifications

• Experience in business development roles selling products and services.
• Proven experience in high pace, regulated financial services environments.
• A track record of delivering against targets for platform inflows.

Responsibilities

• Identify and develop new adviser opportunities in the region.
• Generate organic growth of inflows to the Wealthtime platform.
• Deliver training to enhance advisers' ability to use the platform.

Skills

Business Development

Relationship Management

Networking

Presentation Skills

Education

A-Level or equivalent

Degree level or equivalent

Job description

As the Business Development Manager, working very closely with your Regional Sales manager, you will take responsibility for identifying, finding new adviser opportunities developing and maintaining relationships with the existing adviser audience within your defined geographical region, ensuring that inflows opportunities are maximised and support the overall sales strategy.

There will be a focus on growing the number of active advisers using the Wealthtime platform within the existing audience, as well as seeking out new opportunities to grow adviser user firms within the region. This will be achieved through telephone and web-based meetings but will also involve meeting advisers face to face.

Key Responsibilities:

• Primarily focused remotely using the telephone and web-based meetings to help identify new adviser firms within your region to help set up meetings for your Regional Sales Manager and yourself
• Generating organic growth of inflows to the Wealthtime platform in line with the sales strategy through new and existing adviser relationships
• Establishing and owning strong proactive engagement and interaction with our adviser audience
• Delivering training to the adviser audience, new and existing, to enhance their ability to use the platform efficiently and with ease
• Project management of the migration of assets on to the platform
• Proactive outbound call campaigns to help identify new opportunities
• Provide high quality ongoing support to core clients to maintain and grow long term profitable adviser relationships and maximise core client retention with the defined sales region
• Working with your Regional Sales Manager to implement an effective business plan for the region to demonstrate targeted activities, with all activity logged and managed in Salesforce
• Demonstrate a clear understanding of an intermediary’s new business process, organisational structure, decision making process and investment processes (CIP/CRPs) and identify where we can add value
• Provide adviser firms with regular insights which can add value to their business and offer a differentiated way to improve outcomes for advisers and customers
• Work collegiately with the wider sales team sharing market intelligence, competitor analysis and sales ideas as well as wider sales campaigns.
• Construct, maintain and deliver platform training and oversight to ensure core adviser firms use the platform efficiently and effectively
• Identify potential or significant relationship issues and provide the correct level of support, ensuring that remedial action plans are put in place to resolve issues and close training gaps on the platform
• Obtain feedback from the core firms with your region to support our propositional enhancements, and to improve our Adviser NPS scores and market position
• Build and maintain internal networks and relationships across the company, working in conjunction with Customer Experience to provide advisers with excellent service

Grow company value and represent the company brand via conferences and events, networking opportunities and using social media

Specialist Skills, Qualifications and Experience:

Essential:

• Experience in business development roles selling products and services to a client base in a business-to-business environment
• Experience in telephone-based sales and relationship management
• A track record of delivering against targets, ideally for platform inflows.
• Proven experience of working in high pace, regulated financial services environments
• Experience and knowledge in delivering campaigns, aligning content and activity to maximise return on investment
• Experience of project management, including the migration of assets
• Proven track record in seeking out and developing new business opportunities.
• A passion for identifying, developing and executing new ideas.
• Able to build and maintain strong client relationships, working in partnership to achieve business goals.
• Good presentation skills.
• Networking skills – be able to create, develop and preserve relationships with external and internal parties.
• A strong team player, who is comfortable working with other members in the team.
• Comfortable working with other departments, bringing together people from different areas of the business.
• Ability to challenge existing practices, suggesting solutions, improvements and new initiatives.
• Able to develop strategies and partnerships by using market research and analysis.

Desirable:

• Platform knowledge and experience
• Level 4 Diploma in Financial Services (or working towards it)
• Educated to a of A-Level or equivalent, but preferably to degree level or equivalent.