Isio
Business Development - Regional Head
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Business Development - Regional Head
Business Development – Regional Head
** Reporting to: Head of Distribution**
The Business Development Regional Head will drive the growth of Isio’s investment management (DFM) solutions within their region by cultivating strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions aligned with client needs. This role ensures sustained business growth while maintaining exceptional client service and strict adherence to regulatory standards.
Key Responsibilities
Business Development
- Identify and develop new opportunities to distribute investment management services, primarily targeting UK financial advisers.
- Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach.
Client Relationship Management
- Establish and nurture long-term partnerships with intermediary firms, supporting their investment propositions for end clients.
- Provide bespoke solutions that meet client requirements and contribute to their growth.
Sales & Marketing Strategy Execution
- Develop and implement sales strategies to meet revenue targets and business objectives.
- Leverage data-driven insights to tailor sales approaches and investment recommendations.
- Actively contribute to and implement the marketing strategy by:
- Raising Isio’s profile as a thought leader.
- Acting as an ambassador through:
- Networking events.
- Investment seminars.
- CPD training events.
- Sponsorships.
- Conferences.
- LinkedIn engagement.
- Collaborate with internal teams (e.g., Private Wealth, pensions consulting) to upsell cross-service solutions.
Market Expertise
- Stay updated on market trends, macro economic shifts, regulatory changes, and competitor activity.
- Provide insights into client needs and market demands to inform proposition development and service enhancement.
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Compliance & Risk Management
- Ensure all activities align with relevant regulations, including FCA standards.
- Maintain accurate records of:
- Adviser relationships.
- Due diligence processes for financial advisers.
Key Performance Indicators (KPIs)
- Achievement of individual and team sales targets.
- Growth in:
- Client base.
- Assets Under Management (AUM).
- Compliance with regulatory requirements.
- Contribution to wider firm initiatives.
What We’re Looking For
- Sales & Negotiation Skills: Proven ability to close deals and exceed sales targets.
- Client-Centric Approach: Strong interpersonal skills, with the capability to build trust and foster long-term relationships.
- Proactive, independent outlook.
- Highly motivated, articulate, and confident in presenting.
- Market Knowledge: In-depth understanding of:
- Wealth management products.
- Investment options.
- Financial planning strategies.
- Commercial Acumen: Skills to identify and capitalise on profitable opportunities.
- Regulatory Awareness:
- Familiarity with UK financial regulations.
- Compliance with FCA requirements.
- Team Collaboration: Ability to leverage cross-functional teams to deliver integrated client solutions.
Experience & Qualifications
- Preferred: Professional qualifications such as:
- CISI Wealth Management.
- CII Diploma in Financial Planning.
- Equivalent recognised certifications.
- Proven track record in:
- DFM (Discretionary Fund Management).
- Fund management or platform sales.
- Wealth management strategy execution.
Technical Skills
- Proficiency in:
- CRM systems.
- Financial planning tools.
Why Join Isio?
Isio is a fast-growing professional services business committed to:
- Career development through:
- An evolving client base.
- Diverse and meaningful work.
- Nationwide opportunities.
- A culture that rewards high performance, accountability, and ambition, dubbed the Isio Attitude:
- Encouragement to be bold, conviction-driven, and -deliver advice with impact.
- Growth opportunities, offering:
- Responsibility and increased client portfolios.
- Skills expansion through recognised training programs.
- A platform to build a long-term career with impact.
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For more details about Isio’s benefits and culture:
Visit Isio – Careers & Benefits
About Isio
Isio is a progressive, fast-growing advisory firm, specialising in:
- Pensions.
- Employee benefits.
- Wealth advisory services.
We partner with clients of all sizes, delivering expert solutions across 10 UK offices, underpinned by our legacy as part of the Big 4, now infused with innovative thinking that challenges tradition.
Our culture fosters a supportive and collaborative environment, focused on:
- Developing talent.
- Investment in services, technology, and employee growth.
Core Values:
- Inclusivity, equity, and diversity: Creating a workplace where every individual feels valued and empowered.
- Respect, fairness, and support: Guiding decision-making for both colleagues and clients.
- Our approach delivers clearer pathways, greater confidence, and better outcomes.
Isio offers a hybrid, flexible working model, enabling a sustained work-life balance. We are an equal opportunities employer, welcoming applications from everyone.
Reasonable Adjustments:
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