Director Business Development (Wealth Management)

Location: Hybrid role based in Bristol, United Kingdom; the role covers Bristol and the wider South West region.

Company

hirify.global is a UK wealth management firm providing investment management and financial planning advice.

What you will do

• Lead business development across Bristol and the wider South West, building and converting relationships with IFAs, adviser firms, wealth planners, and professional connections.
• Generate significant new assets under management, with the capability to deliver more than £100 million per year.
• Build senior relationships with decision-makers, business owners, investment committees, and adviser networks.
• Promote Managed Portfolio Services, discretionary services, and other wealth management propositions.
• Develop a regional business plan and manage the adviser opportunity pipeline through to conversion.
• Mentor junior colleagues and contribute market insight to the wider business development team.

Requirements

• Significant senior business development, sales director, or intermediary relationship experience in financial services.
• Strong existing relationships with IFAs and adviser firms across Bristol and the South West.
• Demonstrated success generating substantial new assets under management, ideally exceeding £100 million annually.
• Experience promoting Managed Portfolio Services, discretionary fund management, model portfolios, or broader wealth management propositions.
• Excellent knowledge of adviser business models, platform dynamics, investment outsourcing, and client proposition requirements.
• Strong presentation, communication, relationship management, pipeline management, and commercial skills.

Nice to have

• Experience at an investment manager, discretionary fund manager, wealth manager, asset manager, platform, or MPS provider.
• Relevant financial services qualifications, such as the Investment Management Certificate or Diploma in Financial Planning.
• Experience in distribution strategy, proposition development, regional growth planning, coaching, mentoring, or adviser events.

Culture & Benefits

• Hybrid working model, depending on the role.
• Private medical insurance, life assurance, and pension contribution.
• Generous holiday package with the option to purchase additional holiday.
• Shared parental leave and active diversity, equity, and inclusion initiatives.
• Reasonable adjustments are available throughout the application process.