Platform Business Development Manager

Job Description

REQUIREMENTS

• Proven success in a field-based sales or business development role within the investment platform or financial services market.
• Strong network of IFA and adviser firm relationships.
• In-depth understanding of platform propositions, Sipp, and investment solutions.

RESPONSIBILITIES

• Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement
• Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach.
• Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance.
• Promote our client’s full range of investment solutions including MPS, passive funds, and our award-winning platform.
• Deliver engaging adviser presentations, seminars, and technical sessions to showcase our client’s proposition.
• Oversee the onboarding of new firms, ensuring a smooth and positive experience.
• Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance.
• Maintain relationships with key investment partners and fund groups to maximise regional potential.
• Ensure all activities align with Consumer Duty principles and regulatory expectations.

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