9 дней назад
Business Development Manager (Wealth Platform)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Manager (M&G Wealth Platform): Developing strategic partnerships with UK adviser firms to adopt, embed, and grow usage of a wealth platform with an accent on relationship management, asset transitions, and consultative sales. Focus on building account plans, coordinating platform integrations, delivering due diligence and presentations, and increasing asset flows through adviser networks.
Location: Home based in the UK; travel required
Company
M&G provides asset management, insurance, savings, and investment solutions through its Asset Management and Life operating segments.
What you will do
- Identify and sign up adviser firms to the M&G Wealth Platform and agree account plans covering assets under administration, timelines, and requirements.
- Coordinate client segmentation, asset transitions, and platform adoption with adviser firms.
- Build relationships with business owners, advisers, and key administration staff at panelled firms.
- Explain the platform proposition, service differentiators, and business value to prospective and existing users.
- Deliver due diligence requests and presentations, support user training and accreditation, and communicate progress to stakeholders.
- Generate leads through enquiries, proactive campaigns, networking, and collaboration with the wider sales and marketing teams.
Requirements
- Knowledge of the UK financial advice marketplace, adviser back-office operations, adviser propositions, and platform market.
- Experience working with IFA firms on strategic change, business development, sales, or relationship management.
- Understanding of web-enabled applications and commonly used IFA back-office systems.
- Strong consultative selling, negotiation, presentation, interpersonal, and client relationship skills.
- Commercial acumen, strategic thinking, numeracy, and experience preparing investment business cases and client proposals.
- Flexibility regarding working hours and travel commitments; relevant financial services qualifications are desirable, with willingness to study further.
Culture & Benefits
- Flexible working arrangements and workplace adjustments are available.
- Pension scheme of up to 18%, including employer contributions of up to 13%.
- 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
- Paid parental leave and family support through the Inspiring Families policy.
- Private healthcare, critical illness cover, life assurance, share plans, and financial wellbeing support.
- Inclusive culture with employee-led networks and development opportunities.
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