Strategic BD Lead - Financial Services & Partnerships

• Develop and implement business development plans aligned to business objectives.

• Work collaboratively with the Sales Director and internal stakeholders to support revenue growth.

• Identify and develop new opportunities across Private Client and Corporate segments.

• Proactively engage and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers.

• Plan, attend and leverage events/sponsor ships to generate leads and raise brand awareness.

• Support digital acquisition initiatives in partnership with Marketing.

• Build and maintain relationships with professional introducers and referral partners.

• Develop strategic partnerships that expand market reach and generate quality opportunities.

• Represent the business professionally in all external interactions.

• Maintain accurate, up-to-date pipeline activity within CRM systems.

• Provide regular reporting on BD performance and pipeline progress.

Requirements

• Proven success in a business development, sales, or relationship management role within financial services.
• Experience working with Private Clients and/or Corporate Clients.
• Track record of generating new business and building sustainable pipelines.
• Experience building introducer/referral networks and strategic partnerships.
• Strong communication and interpersonal skills with confidence engaging new prospects.
• CRM experience and disciplined pipeline management.
• Diploma-qualified (or equivalent).
• Understanding of digital marketing and lead generation channels.
• Commercially aware, proactive, resilient and results-driven.
• Highly organised with strong attention to detail.
• Collaborative, professional and credible in client-facing environments.
• Full UK driving licence and willingness to travel frequently to client locations and offices across the UK.

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Hard Skills

• business development
• sales
• relationship management
• lead generation
• pipeline management
• digital marketing
• CRM

Soft Skills

• communication
• interpersonal skills
• collaboration
• organisation
• attention to detail
• proactivity
• resilience
• results-driven
• credibility

Certifications & Qualifications

• Diploma