About [Employer hidden — sign up to reveal]

As part of [Employer hidden — sign up to reveal], we are a specialist investment research and consultancy firm supporting financial advisers and asset managers with impartial, forward‑looking qualitative research built on rigorous and proven methodology, helping firms achieve better investment outcomes for their clients.

Help us shape the future of investment relationships. Join a collaborative team where your strategic insight and relationship-building skills will drive meaningful growth and lasting client partnership.

Role Overview

As our Senior Business Development Manager, you will lead the evolution of our Advisory and Managed Portfolio Service (MPS) relationships. You’ll be at the heart of our client strategy—nurturing high-value partnerships, leading a dedicated team of two, and ensuring we deliver service that truly adds value. This is a role for a strategic thinker who enjoys both the 'big picture' of business growth and the fine detail of client retention.

What you'll do

• Strategic Relationship Management: Act as the lead partner for our Advisory clients, focusing on delivering value that secures long-term retention and growth.
• Team Leadership: Guide and mentor our two MPS Account Managers, fostering an environment where they can identify and maximise new opportunities.
• Business Growth: Identify and develop profitable new business opportunities within key accounts and bespoke strategic MPS projects.
• Consultative Partnership: Build deep, trust-based relationships by listening to client needs and aligning our solutions to their long-term goals.
• Brand Ambassadorship: Represent our strengths at industry events and high-level meetings, showcasing our services with authenticity and expertise.
• Operational Excellence: Lead new business pitches and RFPs, and oversee the 'triage' of incoming enquiries to ensure every lead is handled with care.

What you'll need to succeed

Essential requirements

• Relationship Expertise: Proven experience managing complex professional relationships.
• Industry Knowledge: Familiarity with the Advisory and MPS landscape.
• Commercial Insight: A strong understanding of how to drive revenue through service excellence and strategic account planning.
• Leadership Qualities: Experience in managing or mentoring others, with a focus on empowering team members to reach their goals.
• Communication Skills: The ability to lead high-level pitches and present complex ideas clearly to diverse audiences.
• Adaptability: Comfortable balancing face-to-face networking with virtual engagement and digital CRM management.

Desirable requirements

• Strategic Pricing: Experience in developing bespoke pricing structures for complex service agreements.
• Network: An existing network within the UK financial advisory or investment space.

Your approach to work

• Collaborative & Inclusive: You thrive in a team environment and value different perspectives when solving problems.
• Proactive & Goal-Oriented: You take ownership of your objectives and enjoy finding creative ways to outperform targets.
• Client-Centric: You are genuinely passionate about understanding a client’s business and helping them succeed.
• Transparent: You value clear communication and use tools like CRM to ensure everyone is on the same page.

Important to know

Location: Our [Employer hidden — sign up to reveal] HQ is in Silsden, Yorkshire. This can be a remote based role in the UK but you'll spend around 75% of your week meeting clients in-person across the UK. From time to time, it may be beneficial to meet team members and colleagues in-person in the office.

Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

Equal Opportunity

[Employer hidden — sign up to reveal] plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes.

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