Fundment
Business Development Manager
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The Company
Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a driven Business Development Manager to join our outstanding Distribution Team. This position will report into our Chief Distribution Officer.
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
The Role
The Business Development Manager will play a pivotal role in expanding our client base in the South of England, identifying new business opportunities, and nurturing long-term relationships with Financial Advisers. This role requires a strategic thinker with proven sales acumen and excellent relationship management skills, able to demonstrate substantial existing adviser relationships and capable of driving revenue growth, while ensuring client satisfaction and engagement.
Key Responsibilities
- Identify, develop, and execute strategies to acquire new clients and expand Fundment’s market share, utilising your contacts in the industry.
- Generate leads and proactively approach financial Advisers with the Fundment proposition.
- Become a Fundment Platform Super User, keeping abreast of all new features.
- Demonstrate the Fundment Platform to prospective clients, understand their requirements and deliver a tailored pitch of the Fundment services accordingly.
- Represent Fundment at industry events selling the Fundment services, invite prospects to Fundment events to develop relationships.
- Develop and maintain strong, long-term relationships with key stakeholders, including financial advisors and wealth managers.
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Essential Requirements
- Proven experience (5+ years) in business development, sales, or relationship management within platform investment management.
- Solid knowledge of tax wrappers and investment products.
- Exceptional interpersonal and communication skills with the ability to influence and negotiate effectively.
- Results-driven mindset with a track record of achieving and exceeding sales targets.
- Strong technical ability, able to learn new technologies and demonstrate software.
Preferred
- Bachelor’s degree in Finance, Business, Economics, or a related Industry qualification.
Why Join Us?
- Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals.
- This is a field-based role, following initial induction training you'd join your team in the London office to work together by arrangement, to stay connected to the Fundment team whilst balancing travel.
- Full-time permanent position
- 28 days annual leave plus bank holidays
- Enhanced maternity/paternity/adoption leave
- 6% employer contribution
- Private healthcare
- Training and Development Opportunities
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We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.
We will evaluate applications within 2 weeks, video interviews will be followed by in-person final interviews in Fitzrovia.
No agencies please.
Our Values at Fundment
- Collaborative: We listen, communicate, and work together to achieve shared goals.
- Innovative: We constantly seek new ways to push the boundaries and improve our solutions.
- Supportive: We lift each other up, creating an environment where everyone can grow and succeed.
- Flexible: We adapt to the evolving needs of our team and clients, ensuring work-life balance and effective outcomes.
- Trustworthy: We build trust through consistency, transparency, and delivering on our promises.
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