Business Development Manager Corporate and Entrepreneurs

Quilter; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in the UK is seeking a Business Development Manager to join their Corporate & Entrepreneur team. This role focuses on promoting services to entrepreneurs and professional services firms. Candidates should have excellent communication skills, a strong interest in building relationships, and an understanding of the entrepreneurial landscape. Responsibilities include working closely with various teams to enhance business opportunities and develop key relationships in the corporate sector. This is a permanent position based in London, Birmingham, or Manchester.

Benefits

Private Medical Insurance

Pension Scheme

Holiday: 26 days

Income Protection

Qualifications

• Proven ability to build and convert relationships across professional services.
• Interest in corporate finance, legal, and tax sectors is advantageous.
• Excellent public speaking skills are required.

Responsibilities

• Develop strong relationships with key firms in corporate finance, legal, and tax.
• Work collaboratively with teams to support relationships with intermediary firms.
• Provide insights and training on services to professional partners.

Skills

Relationship building

Communication

Business Development

Commercial awareness

Job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over کاروب, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning.

We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UKموع, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to joinиски you.

About the Role

Level: 4

Location: London, Birmingham or Manchester

Department: Distribution

Contract: Permanent

Join our growing Corporate & Entrepreneur team and work alongside the Head of Client Development, our Investment Managers and Financial Planners to promote Quilter Cheviot’s services to entrepreneurs, business owners and corporate professional services firms (including legal, tax and M&A advisers).

This is an exciting time to join the team as we refine our service proposition and build a national strategy to expand our presence within the corporate and entrepreneur segment. We are seeking a Business Development Manager/Executive to help broaden our reach, identify new opportunities and ensure we fully maximise our existing relationships.

This newly created role is central to generating opportunities, embedding our proposition within intermediary firms and developing a “Partnership Model” that delivers value to professional partners and drives new business growth. You will collaborate not only with the Corporate & Entrepreneur team, but also Professional Services and Freelancer Approved BDM team, Technical Specialists and Marketing.

The ideal candidate will have a strong interest in the corporate and entrepreneur space, a good understanding of the entrepreneurial journey and key legal/tax touchpoints, and the ability to build trusted relationships with business owners and professional advisers. You will ideally bring some connections across corporate finance, legal and accountancy firms, be a confident communicator and collaborative team player, and demonstrate strong self‑motivation and commercial focus. You should be able to advocate for Quilter Cheviot’s proposition, curate high‑quality pitches and connect prospects with internal experts and trusted third‑party professionals to deliver an exceptional client experience.

Reporting directly to the Head of Client Development – Corporate & Entrepreneur, you will collaborate with the Sales Support Analyst, Financial Planners, Investment Managers and professional services partners. Your responsibilities will include:

• Build and develop strong relationships with business owners, entrepreneurs and key professional services firms (corporate finance, legal, tax and accountancy).
• Work collaboratively with the BDM team, Financial Planners and Investment Managers to support and grow relationships with key intermediary firms across the UK.
• Develop and maintain a thorough understanding of Quilter Cheviot’s products and services, and when these are appropriate for prospects and clients.
• Build a strong understanding of key intermediary services and identify opportunities for reciprocal referrals where appropriate.
• Provide training and insight to solicitors, accountants, professional partners and internal stakeholders on Quilter Cheviot’s offerings and the entrepreneur/corporate segment.
• Use prospecting tools to identify high‑potential prospects and share targeted intelligence with CECE members.
• Collate and analyse information about target intermediaries and market activity to support business development planning.
• Identify opportunities to introduce Quilter Cheviot’s technical support teams to intermediaries and coordinate their involvement where beneficial.
• Develop and manage a “panel” of key intermediary relationships and be accountable for the ongoing servicing and development of those connections.
• Support the onboarding process for new clients by liaising effectively with intermediaries and internal teams to ensure seamless handovers.
• Contribute to and deliver CECE meeting actions, share market insights erzielen support the refinement of the corporate and entrepreneur proposition.
• Help prepare and coordinate bespoke, high‑impact pitches, bringing together the right internal specialists and trusted third‑party partners.
• Communicate Quil وَر… Quilter Cheviot’s proposition confidently through presentations, written material and social media (e.g. LinkedIn).
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• Gather and present feedback from intermediaries and prospects to help identify service gaps and maintain competitiveness.
• Maintain clear visibility of sales opportunities, activity levels and pipeline development, keeping management and the wider team informed.
• Ensure all engagement and communication aligns with FCA Consumer Duty requirements, even when not interacting directly with clients.
• Attend relevant team meetings, summarise key actions and ensure timely follow‑up.
• Be willing to travel occasionally to meet intermediaries, prospects or internal teams as required.

About You

Understanding of the Entrepreneurial Journey

• Demonstrates insight into the lifecycle of a business owner from start‑up to exit, including the evolving financial, legal and financial planning priorities at each stage.
• Appreciates the emotional and financial complexities around liquidity events, succession planning, and intergenerational wealth.
• Understands how business value creation connects to personal and family wealth planning needs.

Knowledge of Key Legal & Tax Touchpoints

• A broad awareness of important legal and tax considerations faced by business owners (e.g., share structures, EMI schemes, CGT considerations, trusts, corporate restructuring).
• Understands how legal and tax advisers support business owners during funding rounds, acquisitions, exits, and estate planning.

Interest in the Corporate, Entrepreneur & Professional Services Ecosystem

• Demonstrates curiosity and enthusiasm for working with entrepreneurs, corporate finance advisers, tax professionals, legal firms, accountants, and other intermediaries.
• Keeps up to date donde market dynamics, M&A trends, and the broader corporate advisory landscape.
• Passionate about supporting business owners through complex financial journeys with empathy and professionalism.

Business Development & Relationship Management Skills

• Proven ability to build, nurture and convert relationships across professional services, intermediary networks, and the entrepreneur community.
• Ideally brings an existing network within corporate finance, corporate law, tax/accountancy or related sectors (desirable, not essential).
• Supports the Corporate & Entrepreneur Centre of Excellence (CECE) to share insights and take ownership of CECE meeting firma가출 actions.
• Uses platforms like Beauhurst to identify prospects and support CECE members with targeted insight, prospect lists, and relationship‑building opportunities.

Communication & Presentation

• A confident public speaker, comfortable presenting to groups including professional services partners, advisers and business owners.
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• Strong written communication skills, capable of producing high‑quality materials (PowerPoint, Excel) follow‑ups and thought leadership where needed.
• Confidently advocates for Quilter Cheviot’s Corporate & Entrepreneur proposition across external channels, including social media platforms such as LinkedIn.

Collaborative & Team-Oriented

• Works closely with the Head of Client Development, financial planners, investment managers and marketing to drive aligned outcomes.
• Thrives in a cross‑functional environment, ensuring that prospects and introducers experience seamless handovers and consistent messaging.

Client-Centric Mindset

• Puts the needs of business owners and their families at the heart of engagement activity. An appreciation that such individuals are time poor and value a highly service‑driven solutions.
• Committed to delivering exceptional experiences that reflect Quilter Cheviot’s standards of financial planning and investment excellence.
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Pitch & Proposition Curator (“Conductor of the Orchestra”)

• Supports the development for curating bespoke, high‑impact pitches tailored to the needs of business owners, entrepreneurs and professional partners.
• Ensures prospective clients are surrounded by the very best of Quilter Cheviot — drawing in financialപുര planners, investment managers and professional services partners.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment motivating a purchase based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment wherenec every colleague can thrive.

Values

Do the right thing(training): We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

Always curious: We continuously see new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration MAY find interesting settle and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: We aim to transform potential into meaningful outcomes. With ambition as our driving future and a steadfast commitment to growth, we succeed for the good of every generation strand.

Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructivelypoon challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to shine powerful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and the contribution.

Pension Scheme: A non‑contributory company pension scheme that can be boosted by personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4× your salary.

Income Protection: levam 75% of salary, less state benefits, payable after 26 weeks of absense.

Healthcare Cash Plan: Jersey employees only.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.