Trustee Business Development Manager

Lloyds Banking Group; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Trustee Business Development Manager for a fully remote role. The ideal candidate will build and maintain relationships with Employee Benefit Consultancies and Independent Trustees. Key responsibilities include developing business strategies and presenting proposals to stakeholders. Strong interpersonal and negotiation skills are essential, alongside a proven understanding of the workplace pensions market. This position offers the chance to make a significant impact in a dynamic team environment.

Qualifications

• Proven understanding/experience in EBC, CFA, or Workplace Pensions Provider.
• Knowledge of workplace market nuances including GPP, GSIPP, and Trust.
• Existing network within the marketplace and personal credibility at a senior level.

Responsibilities

• Lead relationships with Employee Benefit Consultancies and Independent Trustees.
• Develop and implement effective business development strategies.
• Present SW proposition solutions to key decision makers.

Skills

Strong interpersonal skills

Influencing and negotiation skills

Understanding of Technology and Digital Services

Problem-solving skills

Engaging presenter

Job description

Job Description Summary

JOB TITLE: Trustee Business Development Manager.

LOCATION: London or Bristol

HOURS: 35 hours, full time.

WORKING PATTERN: Fully remote/home based.

We’re on an exciting journey to transform our Group and the way we shape finance for good. We’re focusing on the future—investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone, including you!

About Us

Do you want to be part of a winning team making a difference to people’s lives? Scottish Widows is a revitalised 200-year-old insurance firm now delivering at the pace. Powered by Lloyds Banking Group we have unique advantage to help support customers and help Britain prosper. The Workplace Savings market is growing fast, and we need your skill, energy, and passion to help us become #1.

This is an exciting opportunity to join us as a Business Development Manager (BDM) in the EBC Mega team responsible for distribution of the Scottish Widows (SW) proposition.

As our BDM, you'll develop and maintain strong relationships with key Employee Benefit Consultancies and have a major focus on Independent Trustees. Being an industry expert, you'll build trust and customer confidence through your excellent relationship management, communicating a professional image of SW.

What you’ll be doing

• Working as part of our team, you'll lead/co lead relationships and proactively work on EBC accounts and Independent Trustees. You’ll build advocacy with key influencers allowing you to identify and secure new business, to deliver and exceed both your own and our team’s objectives and targets.
• Ideally having an existing and extensive network with independent trustee firms through your inquisitive nature, you'll formulate, implement and evolve effective business development strategies with each account on your panel, adapting to changing trading environments, to achieve our objectives. You'll build, grow and continually develop relationships across the breadth and depth of each advice firm, with all key individuals.
• Demonstrating your understanding and knowledge of the challenges and opportunities within our market, you'll also keep up to date with industry developments, regulatory changes and competitor offerings.
• Having a steadfast focus on accurate and timely recording of your activity and progress with your new business pipeline, to ensure the business has a clear and reliable understanding of our trading relationships and new business flows.
• Presenting (sometimes in-person, sometimes virtually) the SW proposition solutions to your key contacts within your accounts and key decision makers at prospective employer clients.
• Building effective working relationships with your colleagues in Scottish Widows Workplace Savings and key collaborators across the Accumulation Platform, the wider group and understand the approaches we can use to improve our trading position. Work optimally with colleagues to share ideas and develop best practice.

About you

• Proven understanding/experience of working in an EBC, CFA or Workplace Pensions Provider. Knowledge of the workplace market, including GPP, GSIPP, Trust, Master Trust & Contract nuances.
• An existing network within our marketplace and personal credibility at senior partner level. A sound understanding of the competition and their proposition within this market.
• Strong interpersonal skills and an engaging, credible, and inspiring presenter. Evidence influencing and negotiation skills.
• Detailed understanding of Technology and Digital Services being used in the industry and how it supports the growth of new business.
• Develop original, timely and creative solutions to sophisticated problems. Always open to new insights and ways of working. A capacity to challenge your adviser contacts and internal colleagues constrictively to overcome barriers and deliver creative arguments and solutions.

About working for us

Our focus is to ensure we are inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity, or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it is why we especially welcome applications from under-represented groups. We are disability confident. So, if you would like reasonable adjustments to be made to our recruitment processes, just let us know.

So, if you are excited by the thought of becoming part of our team, get in touch.

We would love to hear from you!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.