Business Development Manager - Financial Intermediaries

BUSINESS DEVELOPMENT MANAGER – INTERMEDIARIES COMPETITIVE SALARY | NORTHEAST BASED | PERMANENT An exciting opportunity has arisen for an experienced Business Development Manager to join one of the UK's most respected and long-established wealth management businesses to be based in Northeast (including York, Newcastle, Sheffield, Harrogate and Sunderland). This is a replacement hire into a growing region and a fantastic opportunity for an entrepreneurial BDM to make their mark in the area. You will work closely with Investment Management teams to attract and onboard new investment clients through the intermediary financial adviser channel across the region. The business offers a strong and well-established range of discretionary investment management services including a Modern MPS proposition, Sustainable Opportunity Funds with over 12 years of history, discretionary portfolio management, and AIM portfolio services. It is an exciting time to be joining with strong momentum and a compelling suite of solutions to take to market. The role: Promote and distribute the firm's discretionary investment proposition, MPS solution, Sustainable Opportunity Funds, AIM portfolios, and related services to financial advisers across the Leeds regionBuild and develop relationships with financial advisers, with a focus on onboarding new adviser firms and opening accounts that have not previously engaged with the businessEstablish and work towards an annual new business target, with clear KPIs agreed with the Head of SalesCollaborate closely with Investment Managers, Investment Directors, and the wider intermediary sales team across all officesDevelop and actively maintain a structured business plan to prioritise and segment adviser relationships in the regionMaintain accurate records of activity and keep the CRM system consistently up to date What we are looking for: A proven Business Development Manager with experience in the financial adviser intermediary sectorBased in or local to Leeds with good knowledge of the local adviser marketLevel 4 industry qualification as a minimum — CISI, CFA, or equivalentEntrepreneurial, self-motivated, and comfortable managing your own workload independentlyStrong relationship management skills and the ability to collaborate effectively across multiple internal teamsA clean driving licence This is a genuinely exciting role at a business with a market-leading reputation and a strong platform of investment solutions. If you are an experienced BDM with a strong financial adviser network in the Northeast region and the drive to build something in a growing territory, please get in touch.