Business Development Manager (Financial Services)

Location: Leeds, Harrogate, York, Sheffield and Manchester, United Kingdom; hybrid working. Candidates should be based in or local to Leeds.

Company

hirify.global is a UK-based wealth management business providing discretionary investment management, financial advice, investment platforms, multi-asset investment solutions and fund management to private clients, charities, trustees and professional partners.

What you will do

• Promote discretionary investment management, Sustainable Opportunity Funds, MPS, AIM portfolios and other services to financial advisers in the Leeds region.
• Develop new investment management business, agree annual targets and meet business targets and relevant KPIs.
• Identify priority introducers, classify advisers through business planning and drive targeted sales initiatives.
• Build and maintain relationships with financial advisers, focusing on onboarding new advisers and opening new accounts.
• Coordinate with Investment Managers, Investment Directors, sales management and marketing teams across the business.
• Maintain accurate contact and visit records, keep the CRM system up to date and provide regular reports.

Requirements

• Proven Business Development Manager experience in the financial adviser sector.
• At least a Level 4 industry qualification, such as CISI, CFA or equivalent.
• Relevant financial services experience within local markets.
• Good knowledge of financial advice and financial advisers.
• Ability to manage workload independently with bi-weekly management oversight.
• Strong self-organization and personal responsibility.
• Ability to collaborate closely with marketing, investment management and intermediary sales teams.
• Clean driving licence.
• Based in or local to Leeds.

Culture & Benefits

• Hybrid working across the Leeds, Harrogate, York, Sheffield and Manchester locations.
• Permanent full-time employment within a national Business Development Manager team.
• 182 hours of annual holiday, equivalent to 26 days.
• Incentive scheme, non-contributory pension scheme, private medical insurance and life assurance at four times salary.
• Income protection of 75% of salary, less state benefits, after 26 weeks of absence.
• Flexible benefits for UK employees, available through salary deduction.