Business Development Manager (Fintech)

TL;DR

Business Development Manager (Fintech): Driving the growth of discretionary investment and wealth management services in the Leeds region with an accent on building relationships with financial advisers. Focus on identifying new business opportunities, meeting sales KPIs, and collaborating with investment management teams to deliver tailored financial solutions.

Location: Must be based in or local to Leeds

Company

hirify.global is a leading UK wealth management firm overseeing over £126 billion in customer investments, providing discretionary investment management and financial advice.

What you will do

• Promote discretionary investment propositions, MPS solutions, and AIM portfolios to financial advisers in the Leeds region.
• Develop and execute a business plan to classify and target new advisers for partnership.
• Cultivate and sustain long-term relationships with financial advisers to drive new investment business.
• Collaborate with local Investment Managers to assign suitable services for complex client needs.
• Maintain accurate records of contacts and visits within the corporate CRM system.
• Report regularly on sales initiatives and performance against agreed KPIs to the Head of North Sales.

Requirements

• Must be based in or local to Leeds
• Industry Level 4 qualification (CISI, CFA or equivalent)
• Proven experience in financial services within local markets
• Strong self-organization skills and ability to manage workload independently
• Clean driving license

Culture & Benefits

• Competitive pension scheme with company contributions
• Private medical insurance with options for family coverage
• Life assurance at 4x salary and income protection benefits
• 26 days of annual holiday
• Participation in the hirify.global Incentive Scheme based on performance
• Access to a range of flexible benefits via salary deduction