Leverton Search
VP / Director – UK Wealth & Wholesale Sales London | Boutique Investment Manager |
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Leverton Search Recruitment
Leverton Search is working with a high-quality boutique investment manager to appoint a Business Development professional to lead and grow its presence across the UK wealth and wholesale market.
This is a genuinely entrepreneurial, relationship-led role for an established sales professional who can open doors, develop long-term partnerships and help shape the firm’s commercial approach to a strategically important distribution channel. The position offers real ownership: this is not simply an execution role within a large, pre-defined sales structure.
The successful individual will focus principally on discretionary wealth managers, particularly firms with £1bn+ of assets under management. They will build relationships with investment managers, research teams and investment committees, develop a robust prospect pipeline, and ultimately convert engagement into meaningful client mandates.
You will work closely with senior management and the existing business development resource to create a more systematic, targeted and collaborative approach to UK wealth and wholesale coverage.
Key responsibilities
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- Develop and deepen senior relationships across the UK wealth and wholesale landscape
- Build a focused pipeline of discretionary wealth manager prospects, with particular emphasis on firms with £1bn+ AUM
- Engage credibly with investment managers, research analysts and investment committees
- Drive new-business activity from initial market mapping and outreach through to mandate conversion
- Help define the firm’s UK wealth and wholesale strategy, including target-market segmentation, prioritisation and channel coverage
- Bring structure, pace and oversight to the BD process, working closely with internal colleagues on opportunity management and follow-up
- Partner with senior management on wider business development direction and commercial priorities
Candidate profile
- 10+ years’ experience in investment-management sales, distribution or business development
- A well-established and active network across UK wealth management, with the credibility and relationships to create access independently
- Demonstrable track record of raising assets within wealth, wholesale and/or institutional channels
- Experience operating at a strategic level, with the ability to shape a go-to-market approach rather than solely deliver against an existing plan
- Comfortable taking genuine ownership of a sales channel in a smaller, entrepreneurial firm environment
- Strong commercial judgement, personal gravitas and a collaborative working style
- Experience representing a fundamental, bottom-up investment proposition would be particularly relevant
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The opportunity
This is an opportunity to join a collegiate boutique where senior people are close to both the investment and commercial agenda. The successful hire will have visibility, autonomy and the ability to make a material contribution to how the firm builds its UK wealth and wholesale franchise.
The role is London-based and full-time. Compensation will be competitive and structured to reflect the seniority, experience and commercial impact of the individual appointed.
At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
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