Internal Business Development Manager - Elliott James

Responsibilities

• Build and manage a pipeline of new business opportunities across the IFA, wealth management, and discretionary/advisory channels
• Develop and maintain strong relationships with financial advisers, paraplanners, and DFMs to drive fund flows and mandate wins
• Articulate the firm's investment philosophy, outcome-based approach, and product suite clearly and compellingly to a range of audiences
• Work closely with the investment and portfolio management teams to ensure up-to-date and accurate technical knowledge, feeding market intelligence back to the business
• Represent the firm at industry events, adviser roadshows, and due diligence meetings
• Manage a defined territory or segment, with accountability for AUM growth targets and activity KPIs
• Collaborate with marketing to support the development of distribution materials, thought leadership, and digital content
• Maintain accurate records of activity and pipeline in the CRM system
• Contribute to the firm's responsible investing proposition as part of the wider client conversation
• Experience of working within the IFA sales space is highly desirable for this opportunity.

Additional Information

EJC / Internal Business Development Manager / Investment Management We are seeking a commercially driven and relationship-focused Business Development Manager. The successful candidate will be responsible for growing our clients AUM by deepening existing relationships and originating new business across target channels - primarily UK financial advisers and IFA networks, with scope to support institutional client development depending on experience. This is a high-impact role for a motivated individual with a strong understanding of investment management, multi-asset portfolios, and the UK wealth and advisory landscape.

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Company Intel

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