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Wealth Distribution Lead - UK
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Wealth Management | Pensions | Investment Platforms | Distribution
We are working with an ambitious and innovative financial services business with a compelling proposition across the UK wealth, pensions and investment platform market. As the business enters an important phase of its growth, it is looking to appoint an experienced Wealth Distribution Lead to drive new business development and build strategic relationships across the UK intermediary and wealth management landscape. This is a high-impact, commercially focused role offering the successful individual the opportunity to play a significant part in the development and growth of the business’s UK proposition.
The Role
The Wealth Distribution Lead will be responsible for identifying, developing and securing new commercial opportunities across the wealth, pensions and investment ecosystem, building a sustainable pipeline of prospects and strategic partners. You will engage with senior decision-makers across wealth managers, financial advisers, DFMs, platforms, pension providers and other key market participants, articulating the proposition and developing relationships from initial engagement through to commercial agreement.
Key Responsibilities
- Identify, qualify and pursue new business opportunities across the UK wealth, pensions and investment market.
- Build and manage a sustainable pipeline of prospective clients, partners and strategic opportunities.
- Develop high-quality relationships across wealth managers, DFMs, financial advisers, platforms and pension providers.
- Lead senior-level commercial discussions and support negotiations through to contractual agreement.
- Deliver against agreed revenue, pipeline and growth objectives.
- Work closely with internal stakeholders to ensure the proposition remains aligned with the requirements of clients and the wider market.
- Represent the business at relevant industry events, conferences and forums, developing its profile and network across the UK wealth market.
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The Individual
We are looking for an accomplished distribution professional with a strong understanding of the UK wealth and intermediary marketplace. Candidates must be able to demonstrate a successful track record within business development, distribution or sales gained within one or more of the following: Wealth Management | Pensions | Investment Platforms | Investment Administration | Platform Services | Asset Management
Of particular interest will be individuals who have built their careers within the pensions and/or investment platform market, with an established network across UK financial advisers, wealth managers and other intermediary distribution channels. This is a senior appointment, so candidates should be comfortable operating at a strategic and leadership level while remaining highly commercial and personally capable of originating and converting significant new business opportunities.
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The Opportunity
This represents an excellent opportunity for an established pensions, platform or wealth distribution professional to join a business with significant ambitions in the UK market. Rather than simply inheriting an established sales territory, the successful individual will have the opportunity to help shape the distribution strategy, develop key relationships and play a central role in building the next stage of the business’s growth. The position would particularly suit someone who combines strong market connectivity, credibility with senior decision-makers and a demonstrable record of delivering commercial results within the UK wealth, pensions or platform sector.
Competitive six-figure package available for the right individual.
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