Nigel James Associates Ltd
Business Development Manager
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BUSINESS DEVELOPMENT MANAGER – INTERMEDIARIES
COMPETITIVE SALARY | NORTHEAST BASED | PERMANENT
An exciting opportunity has arisen for an experienced Business Development Manager to join one of the UK's most respected and long-established wealth management businesses to be based in Northeast (including York, Newcastle, Sheffield, Harrogate, and Sunderland). This is a replacement hire into a growing region and a fantastic opportunity for an entrepreneurial BDM to make their mark in the area.
You will work closely with Investment Management teams to attract and onboard new investment clients through the intermediary financial adviser channel across the region. The business offers a strong and well-established range of discretionary investment management services including a Modern MPS proposition, Sustainable Opportunity Funds with over 12 years of history, discretionary portfolio management, and AIM portfolio services. It is an exciting time to be joining with strong momentum and a compelling suite of solutions to take to market.
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The role:
- Promote and distribute the firm's discretionary investment proposition, MPS solution, Sustainable Opportunity Funds, AIM portfolios, and related services to financial advisers across the Leeds region
- Build and develop relationships with financial advisers, with a focus on onboarding new adviser firms and opening accounts that have not previously engaged with the business
- Establish and work towards an annual new business target, with clear KPIs agreed with the Head of Sales
- Collaborate closely with Investment Managers, Investment Directors, and the wider intermediary sales team across all offices
- Develop and actively maintain a structured business plan to prioritise and segment adviser relationships in the region
- Maintain accurate records of activity and keep the CRM system consistently up to date
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What we are looking for:
- A proven Business Development Manager with experience in the financial adviser intermediary sector
- Based in or local to Leeds with good knowledge of the local adviser market
- Level 4 industry qualification as a minimum — CISI, CFA, or equivalent
- Entrepreneurial, self-motivated, and comfortable managing your own workload independently
- Strong relationship management skills and the ability to collaborate effectively across multiple internal teams
- A clean driving licence
This is a genuinely exciting role at a business with a market-leading reputation and a strong platform of investment solutions. If you are an experienced BDM with a strong financial adviser network in the Northeast region and the drive to build something in a growing territory, please get in touch.
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