Investment Services Business Development Manager Distribution Services · Manchester, Liverpool ·

Simply Biz Ltd; Manchester, Liverpool; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a driven Investment Services Business Development Manager to enhance member engagement and promote investment services across the Midlands & North West. In this role, you will lead the development of existing member relationships through face-to-face and virtual meetings, driving the distribution of Risk Controlled recommendations. Your ability to articulate propositions and manage key stakeholders will be vital in increasing business opportunities. Join a dynamic team where your contributions will significantly impact the growth and success of member firms in the financial services sector.

Qualifications

• Experience in managing relationships with intermediary firms.
• Strong communication skills for presentations and meetings.

Responsibilities

• Lead member engagement through meetings and presentations.
• Drive business opportunities and manage stakeholder relationships.

Skills

Relationship Management

Communication Skills

Analytical Skills

Sales Experience

Organizational Skills

Team Collaboration

Education

Experience in Financial Products

Training and Development Experience

Tools

Dynamics 365

Microsoft Office Suite

Job description

We are seeking an experienced Investment Services Business Development Manager to join our Distribution Services Team to cover the Midlands & North West. In this role, you will be the representative to members for the distribution of Investment Services. The successful candidate will collaborate with the Head of Distribution Partnerships, to meet and exceed the target for Risk Controlled recommendations.

What you’ll be doing:

1. Lead the development of an agreed panel of existing members through F2F and virtual account management meetings promoting the Investment Services proposition.
2. Increase the number of firms writing investment business through the Risk Controlled workflow with the support of our distribution partners and the intermediary sales team.
3. Understand systems, tech, and tools to ensure competent promotion of our propositions.
4. Drive member engagement by presenting Investment Committee (IC) output to our members and successfully ensuring they can receive and use the IC updates.
5. Present appropriate solutions/education to Simplybiz members to increase the volume of recommendations into Risk Controlled Solutions.
6. Work with other key stakeholders and departments, such as distribution, marketing, provider partners, and member services to provide adequate information and guidance to member firms.
7. Drive member numbers to the proposed schedule of activity, including digital events and face-to-face roadshow events.
8. Develop an understanding of associated provider products and advisory workflows through Defaqto Engage to present them in a cohesive and professional manner.
9. Work closely with all members of the distribution team and key stakeholders in the wider business to identify new business opportunities for Simplybiz.

What you’ll need:

1. Engage members and articulate our propositions in face-to-face meetings, workshops, and presentations over the telephone and digital events.
2. Closely manage and develop effective relationships with a panel of intermediary firms through training and development.
3. Empathise with members, understand their business, recognise the importance of using their time sparingly, and respond promptly and punctually.
4. Be organised, have a business plan for key discussion issues, scheduling meetings, escalating, and resolving issues.
5. Be a team player, share best practices, and work closely & collaboratively with other departments.
6. Experience of face-to-face or telephone selling with performance targets.
7. Experience of financial products and investment propositions within the industry.
8. Effective communicator both verbally and in writing.
9. Ability to work with and manage key internal stakeholders.
10. Ability to make effective judgements from a range of qualitative and quantitative information.
11. IT literate in, but not limited to, Outlook, Internet Explorer, Excel, Word, PowerPoint, and Dynamics 365.
12. Organised and methodical.
13. Good analytical skills.
14. Driven, results-oriented, and proactive with a positive outlook.