Business Development Manager

Meraki Talent

West of England

On-site

GBP 65,000 - 100,000

Full time

5 days ago
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Job summary

Meraki Talent is seeking an experienced Business Development Manager to join the Group Sales team for a leading independent investment management and financial services firm. This fully remote role expands UK adviser coverage and builds strategic relationships across Multi-Asset, Platform and ACD.

You will identify opportunities, generate new business, and work with internal teams to deliver a joined-up service while maintaining high regulatory standards.

Qualifications

  • Experienced Investment Sales or Business Development professional, ideally within investment management or financial services.
  • Proven track record of building relationships with UK financial advisers and generating new business.
  • Good understanding of investment products and solutions, with Multi-Asset, Platform and/or ACD experience desirable.

Responsibilities

  • Identify and develop new business opportunities across funds, products and investment solutions.
  • Build and maintain strong relationships with financial advisers across the UK.
  • Expand adviser coverage in line with the firm's growth strategy.
  • Develop opportunities across Multi-Asset, Platform and ACD.
  • Understand adviser needs and identify opportunities for deeper relationships and increased business.
  • Work closely with internal teams to ensure advisers receive a high-quality, joined-up service.
  • Monitor new relationships and opportunities, demonstrating value and identifying further growth opportunities.
  • Ensure all activity meets regulatory requirements, company policies and agreed SLAs.
  • Maintain high standards of professional conduct, including treating customers fairly and acting with integrity.

Skills

Investment Sales
Business Development
Relationship building
UK financial advisers

Job description

We are seeking an experienced Business Development Manager to join the Group Sales team at a leading, independent investment management and financial services firm. This is a key role focused on expanding UK adviser coverage, developing strategic relationships and generating new business across the firm's funds, products and investment solutions.

This is a fully remote role open to candidates based anywhere in the South West of England, with the flexibility to work from the firm's Bristol office whenever you wish.

You will build trusted relationships with financial advisers across the UK, identifying opportunities across Multi-Asset, Platform and ACD and ensuring advisers have confidence in the firm's ability to support their business effectively.

Key Responsibilities:

  • Identify and develop new business opportunities across funds, products and investment solutions.
  • Build and maintain strong relationships with financial advisers across the UK.
  • Expand adviser coverage in line with the firm's growth strategy.
  • Develop opportunities across Multi-Asset, Platform and ACD.
  • Understand adviser needs and identify opportunities for deeper relationships and increased business.
  • Work closely with internal teams to ensure advisers receive a high-quality, joined-up service.
  • Monitor new relationships and opportunities, demonstrating value and identifying further growth opportunities.
  • Ensure all activity meets regulatory requirements, company policies and agreed SLAs.
  • Maintain high standards of professional conduct, including treating customers fairly and acting with integrity.

About You:

  • Experienced Investment Sales or Business Development professional, ideally within investment management or financial services.
  • Proven track record of building relationships with UK financial advisers and generating new business.
  • Good understanding of investment products and solutions, with Multi-Asset, Platform and/or ACD experience desirable.
  • Strong commercial awareness and the ability to identify and convert new opportunities.
  • Excellent communication, relationship-building and influencing skills.
  • Self-motivated, organised and collaborative, with a strong client-focused approach.
  • Committed to professional development and maintaining high regulatory standards.
  • Comfortable operating within a certificated function and meeting fit and proper requirements.

If you are an experienced investment sales professional looking to grow adviser relationships, generate new business and play a key role in strategic growth, we would love to hear from you.

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