Titan Wealth
Business Development Manager
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Business Development Manager
Business Development Manager Titan Wealth Planning (TWP)
About Titan Wealth
The Titan Group delivers a comprehensive range of wealth management services, spanning financial planning, investment management, platform, trading, settlement, and custody solutions. We specialise in modular, adaptive services that allow clients to evolve their business models at their own pace—often achieved through strategic acquisitions of UK-based asset managers and wealth-related businesses.
Titan Wealth is in a rapid phase of growth, combining the agility of a startup with the stability of private equity backing. It’s an exciting time to contribute to our ambition!
About the Role: Business Development Manager
Reporting to the Sales Director, this key account-facing position focuses on driving sustainable growth across Private Client and Corporate markets. You will own pipeline generation, nurture strategic relationships, and implement multi-channel acquisition strategies.
This is a hybrid role: you’ll channel billing-led relationship-building (events, partnerships, networking) with performance-driven digital lead generation to deliver measurable pipeline growth. Think lead qualification, strategic introducer networks, and converting opportunities into bookings for the TWP Advice Team.
Key Responsibilities
Strategic Growth & Planning
- Develop and execute business plans aligned with team objectives.
- Collaborate with Sales Director and internal stakeholders to deliver revenue growth.
- Support the transition of leads into sales conversions.
Business Development & Lead Generation
- Identify and qualify opportunities across Private Client and Corporate segments.
- Engage in capability-building sessions with prospects, arranging demos for Financial Planners and Corporate Advisers.
- Plan and leverage events/sponsorship activations to generate high-quality leads and brand recognition.
- Work with Marketing to supplement digital lead acquisition (campaigns, email nurture, content).
- Build and sustain relationships with introducers (AFAs/RFAs), Chartered Accountants, Payslip partners, and Employer-led platforms to ensure a steady pipeline.
- Negotiate strategic partnerships expanding geographical reach or client profiles.
- Act as client-facing ambassador, representing the business credibly.
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Operations & Reporting
- Maintain a clean, up-to-date CRM pipeline ( Kazakh® or Salesforce equivalent).
- Curate performance reports and pipeline forecasts for executive review.
Essential Qualifications
- 3–5 years’ industry experience: business development, account management, or relationship sales within financial services (wealth, advisory, pensions, or employee benefits).
- Hands-on experience with Private Clients or Corporates—sellinggaardetail planning and/or benefits consultations.
- Proven track record of executing sustainable pipeline growth (demo-to-deal alignment).
- Prior introducer/referrer partnerships, sponsorships, or event-driven lead generation.
- Outstanding relationship-sales aptitude, with soft-people skills to campaign with leads.
- CRM fluency matched by crisp commercial judgement in prioritising opportunities.
- Diploma qualification in financial services (or equivalent), preferable Chartered status.
Advisory Edge (Preferred but not mandatory)
- Level 4 Diploma in Financial Planning or reputable pensions/security qualifications (GR1, IF7/IF1/IF8).
Personality Fit
- Commercially curious, with a mix of drive and diplomacy: you enjoy balancing top-down strategy with upfront detail.
- The archetype partner—highly organised, intently outcome-focused, and client-confident.
- Team player with ownership: collaboration is contortion without trust; PdM is about rallying others (colleagues & partners) to achieve shared goals.
Conduct, Risk & Compliance
- Titan is a FCA-regulated firm. We expect commitment to SCR**, SYSC, Consumer Duty respibilities**, and constructive vigilance (flagging uncertainty’s/TCF misalignments).
- Prioritise open, data-ey communication—interpersonal action feeds operational judgements.
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Logistics
- Engage heavily across the UK as part of your role. A full, clean Driving Licence is incumbent.
Core Company Values
Titan values innovators, collaborators, and high achievers against this framework:
- Creativity: we embrace new ways of thinking that sharpen outcomes within and beyond the team.
- Commitment: proactive, ready to move fast, and in collaboration with effort where it matters.
- Collaboration: ownership transpires through united problem-solving. Coverse ideas with purpose to generate exponential impact.
Benefits Package
Our mission rests on talented individuals—we enable you with quality schemes supporting work-life balance and wellbeing:
- Competitive compensation (negotiable per band)
- Private Medical post-probation
- Access scheme (7.5% employer with a minimum employee 3% contribution)
- 25 days’ annual leave (plus buy/sell up to five days)
- Office Christmas (3 days) closure
- Critical life assurance
- Health cash plan
- 20% home-working flexibility (enduring hybrid)
- Discretionary discretionary discretionary discretionary discretionary discretionary discretionary performance bonus
- Employee Assistance Programme
- Flexible benefits (e.g. cycle schemes, premium awards)
Why Titan?
We celebrate being a place where people belonging to diverse backgrounds thrive. Mission-driven leadership underpins our shared focus on inclusive growth—equity of career progression, compensation, and opportunities to level up. All roles adhere to equal opportunity workplace principles.
Note: We collaborate with AI tools to accelerate initial parts of the process—such as candidate interest analysis—based on equal harm/weighted benchmarks.
Interested to drive this journey? Let us know how your experience aligns with our appetite.
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