RMK Talent Solutions - 0131 220 9041
Business Development Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
We are partnering with an investment manager who is seeking a proactive and driven Business Development Manager - South to join their sales team. This role is tailored for individuals with a background in Financial Services, ideally those experienced in working with Independent Financial Advisers (IFAs), investment management, and intermediaries. As a key point of contact, you will focus on building strong relationships and generating new business opportunities through proactive outbound outreach, client meetings, and strategic engagement.
Location: Open across the South of England (from Birmingham and below)
Responsibilities
- Engage and develop relationships with financial advisers to promote the company's investment products and services.
- Maintain and implement an effective contact strategy with IFAs throughout the sales cycle.
- Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives.
- Consistently meet activity, KPI, and sales targets aligned with business goals.
- Develop a comprehensive understanding of the company’s investment offerings and market positioning.
- Provide excellent client service through proactive follow-up of event leads and marketing campaigns.
- Attend industry events, conferences, and client meetings—virtually and in person—to support business development efforts.
- Partner with internal teams and external advisers to share best practices and optimise campaign strategies.
- Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships.
- Assist the Head of Sales with client meetings and field-based support as required.
- Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Minimum of 3 years’ sales experience within Financial Services sales, preferably with IFAs or investment management firms.
- Experience working with financial advisers and a good understanding of investment products (MPS, DFM or Multi Asset preferred).
- Strong communication and interpersonal skills, capable of building professional B2B relationships.
- Motivated, positive, and proactive attitude with a focus on achieving results.
- Excellent organisational and time management skills, with the ability to prioritize effectively.
- Analytical mindset with critical thinking ability.
This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity for an existing Regional Business Development Manager.
Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location