Director, Business Development — South West Wealth

Evelyn Partners; West of England; On-site; GBP 120,000 - 180,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners, a UK leader in wealth management, invites an experienced Director of Business Development to join our Bristol team. You will drive advisory relationships, nurture IFAs, and convert opportunities to deliver substantial new AUM across the South West.

The role requires a proven track record in generating £100m+ of assets annually, and a capability to mentor junior team members while collaborating with regional offices for consistent client experiences.

Qualifications

• Significant experience in a senior business development, sales director or intermediary relationship role within financial services with strong existing relationships with IFAs and adviser firms across Bristol and the wider South West.
• Demonstrable track record of generating substantial new AUM, ideally in excess of £100m per annum.
• Experience promoting investment solutions such as Managed Portfolio Services, discretionary fund management services, model portfolios or wider wealth management propositions.
• Excellent knowledge of the adviser market; including adviser business models, platform dynamics, investment outsourcing and client proposition requirements.
• Ability to engage confidently with senior stakeholders, including firm principals, investment committees and professional introducers with strong presentation, communication and relationship management skills.
• Commercially focused, with a clear understanding of pipeline management, opportunity qualification and conversion.
• Existing network of high-quality adviser relationships in the South West.
• Experience working for an investment manager, discretionary fund manager, wealth manager, asset manager, platform or MPS provider.
• Relevant financial services qualifications, such as the Investment Management Certificate, Diploma in Financial Planning or equivalent.
• Experience contributing to broader distribution strategy, proposition development or regional growth planning.
• Previous responsibility for coaching or mentoring junior business development professionals.
• Experience hosting adviser events, investment seminars, roundtables or regional professional forums.

Responsibilities

• Leading business development activity across Bristol and the wider South West region - identifying, developing and converting high-quality relationships with IFAs, adviser firms, wealth planners and professional connections.
• Generating significant new AUM flows, with the capability to deliver in excess of £100m per annum.
• Building and managing senior relationships with key decision-makers, business owners, investment committees and adviser networks.
• Promoting the firm’s investment solutions, including Managed Portfolio Services, discretionary services and other relevant propositions.
• Developing a clear regional business plan focused on target firms, growth opportunities and key strategic relationships.
• Managing a robust pipeline of adviser opportunities and ensuring disciplined follow-up through to conversion.

Skills

IFA relationships

AUM generation

Investment solutions

Adviser market knowledge

Senior stakeholder engagement

Pipeline management

Mentoring/coaching

Regional growth planning

Presentation skills

Strategic account management

Education

Investment Management Certificate

Job description

Evelyn Partners, a UK leader in wealth management, invites an experienced Director of Business Development to join our Bristol team. You will drive advisory relationships, nurture IFAs, and convert opportunities to deliver substantial new AUM across the South West.

The role requires a proven track record in generating £100m+ of assets annually, and a capability to mentor junior team members while collaborating with regional offices for consistent client experiences.