Business Development Manager, UK Advisory Business Development Manager, UK Advisory …

Montgomery Partnership
in London, United Kingdom
Permanent, Full time
Last application, 21 Jan 22
£75,000 - £100,000
Montgomery Partnership
in London, United Kingdom
Permanent, Full time
Last application, 21 Jan 22
£75,000 - £100,000
Posted by:
Jennifer Letchet • Recruiter
Posted by:
Jennifer Letchet
The Business Development Manager, Advisory, is responsible for generating sales and increasing the revenue stream from the UK Advisory Sales Channel.

Business Development Manager, Advisory, Role

The Business Development Manager, Advisory role is responsible for generating sales and increasing the revenue stream from the UK Advisory Sales Channel. 

The role will focus on a core panel of Advisors agreed with the Head of Strategic Alliances and is geographically spread. 

The initial focus of this role is predominantly market the sale of our multi asset products and, where appropriate, our single strategy products.

Business Development Manager, Advisory, Responsibilities

Building commercial productive relationships with UK advisory businesses in line with the business values of the firm. This will include: prioritisation of target accounts, research and due diligence on accounts, development of sales plans, organising sales activity fully utilising financial clarity and salesforce applications.

The Business Development Manager, Advisory, role will be high intensity with requirement for a minimum number of client meetings per month, full client follow up, regular management reporting requirements, together with responsibility for maintaining accurate and timely reporting of all client activity on Salesforce.

Create and execute a sales plan across region and accounts as agreed with the Head of Strategic Alliances.

Achieve sales as per agreed sales targets.  Establish personal and company credibility, identify appropriate solutions, build client relationships and negotiate/agree the sale.

Develop and update investment knowledge of funds and the general investment markets.  This involves fulfilling all training and compliance requirements, as necessary, and ensuring personal knowledge is always up to date and of sufficient depth.

Ensure that we conduct our retail business in line with regulatory requirements and the firm’s requirements, with emphasis on the areas of product suitability and distributor due diligence and oversight.

Work collaboratively across the business, in particular with other distribution channels, to assist in the delivery of the firm’s broader strategic plans

Ensure up to date records on all relationships, sales and marketing activities are kept and all data protection requirements are respected.

Contribute to sales planning with marketing, product solutions and asset management functions.  This involves the development of relationships with fund managers and support staff, and the provision of intelligence on market and client knowledge to support and develop business strategy.

Follow up industry events and marketing presentations

Lead by example in treating customers fairly, by demonstrating with words and actions that the client perspective is always considered in decision making.  Provide the necessary input into TCF management reporting.

In addition to the duties and responsibilities listed, the job holder may be required to perform other duties assigned by his/her manager from time to time so long as such duties are within the scope and ability of the job holder.

Business Development Manager, Advisory, Personal Specifications

The successful Business Development Manager, Advisory, will have detailed knowledge of the UK Retail Market and be able to demonstrate relevant experience gained across the advisory channels.

It is a pre-requisite for interview that the candidate has experience of selling multi-asset solutions and desirable to also have single strategy funds experience particularly Fixed Interest funds.

They will have a demonstrable track record of success and ideally have been involved in a business build program previously.

Strong communication skills at all levels

Strong presentation skills

Effective interdepartmental team player

Strategic thinker and planner

High level of gravitas, senior client connectivity and experience

A strategic solutions driven mind set

A ‘consultative’ thinker, long term value builder

Ideally educated to graduate level, exceptional quality with high energy level, clear business thinker and outstanding executer of a business plan

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