Business Development Manager

About the Role

As the Business Development Manager, working very closely with the Regional Sales managers, you will identify new adviser opportunities, maximise inflows and support the overall sales strategy. The focus is on growing the number of active advisers on the Wealthtime platform within the region through telephone, web‑based and face‑to‑face meetings.

• Identify, target, and engage new adviser firms through proactive outbound calling, web‑based meetings, and wider sales campaigns.
• Build, nurture, and retain strong adviser relationships to drive organic inflows, increase assets under management, and support long‑term profitable growth.
• Act as the main point of contact for adviser firms, providing high‑quality service, insights and guidance to enhance their business outcomes.
• Support Regional Sales Managers in implementing regional business plans and securing new opportunities.

• Meet and exceed qualitative and quantitative targets, including new business flows and regional KPIs.
• Track performance against annual objectives and maintain accurate, consistent activity records in Salesforce.
• Promote platform features, services, and propositions to grow usage and identify new commercial opportunities.

• Deliver training to adviser firms—covering new starters, refresher sessions, new functionality and best‑practice platform use.
• Project‑manage onboarding, new account setup, migrations and key growth opportunities.
• Resolve adviser issues, manage escalations and close training or process gaps to support successful adoption.

• Maintain a strong understanding of financial services markets, competitor propositions and industry developments.
• Build and demonstrate technical knowledge of the Wealthtime platform, product range and adviser business processes (e.g., CIP/CRP).
• Gather adviser feedback to inform proposition enhancements and improve adviser NPS.

• Work closely with Customer Experience, wider sales teams, internal stakeholders and third‑party partners to deliver outstanding service and resolve issues.
• Share market intelligence, competitor insights and sales ideas to support broader commercial objectives.

• Represent the company at events, conferences and across social media to enhance brand presence.
• Role model company purpose and behaviours, maintaining professionalism, accountability and effective time management.
• Competently use internal tools and systems, especially Salesforce, to manage adviser relationships and sales activity.

• Experience in business development roles selling products and services to a client base in a B2B environment.
• Experience in telephone‑based sales and relationship management.
• A track record of delivering against targets, ideally for platform inflows.
• Proven experience of working in high‑pace, regulated financial services environments.
• Experience and knowledge in delivering campaigns, aligning content and activity to maximise return on investment.
• Experience of project management, including the migration of assets.
• Proven track record in seeking out and developing new business opportunities.
• A passion for identifying, developing and executing new ideas.
• Able to build and maintain strong client relationships, working in partnership to achieve business goals.
• Good presentation skills.
• Networking skills – able to create, develop and preserve relationships with external and internal parties.
• A strong team player, comfortable working with other members of the team.
• Comfortable working with other departments, bringing together people from different areas of the business.
• Ability to challenge existing practices, suggesting solutions, improvements and new initiatives.
• Able to develop strategies and partnerships by using market research and analysis.

• Platform knowledge and experience.
• Level 4 Diploma in Financial Services (or working towards it).
• Educated to a A‑Level or equivalent, but preferably to degree level or equivalent.

• Accou…