Business Development Manager (Fintech)

TL;DR

Business Development Manager (Fintech): Attracting new investment clients through financial advisers in the Liverpool region with an accent on promoting discretionary investment propositions and MPS solutions. Focus on cultivating relationships with advisers, meeting new business targets, and collaborating with Investment Managers to provide tailored financial solutions.

Location: Must be based in or local to Liverpool

Company

A leading UK wealth management firm overseeing £126.3 billion in customer investments, specializing in discretionary investment management and financial advice.

What you will do

• Promote discretionary investment propositions, Sustainable Opportunity Funds, and MPS solutions to financial advisers in the Liverpool region.
• Establish and meet annual new business targets and key performance indicators (KPIs).
• Identify, onboard, and cultivate relationships with new financial advisers to open new accounts.
• Develop and implement a strategic business plan to classify and target regional advisers.
• Collaborate with Investment Managers and the Sales Management team to coordinate sales initiatives.
• Maintain precise records of contacts and visits within the corporate CRM system.

Requirements

• Proven experience as a Business Development Manager within the financial adviser sector.
• Industry Level 4 qualification (CISI, CFA, or equivalent).
• Must be based in or local to Liverpool.
• Valid clean driving license.
• Strong self-organization skills and the ability to manage workload independently.

Culture & Benefits

• 26 days of annual leave (182 hours).
• Non-contributory company pension scheme with options for personal contributions.
• Private Medical Insurance with options to include partners or children.
• Life Assurance (4x salary) and Income Protection.
• Eligibility for the hirify.global Incentive Scheme to reward business performance.