Business Development Manager
Bruin Financial
Ref: 43742
We are working with a highly regarded UK wealth and investment management firm to appoint a Business Development Manager to cover the North West region. This role sits within an established intermediary distribution team and focuses on promoting multi-asset investment solutions, model portfolios, and fund offerings to UK financial advisers and intermediary firms.
The successful candidate will be responsible for developing existing relationships, opening new IFA partnerships, and driving both new business and asset retention across the region. Working closely with investment teams and central proposition specialists, this role combines relationship-led sales with strong technical investment conversations.
This opportunity would suit an experienced regional IFA sales professional who is commercially driven, highly credible with advisers, and comfortable operating autonomously within a defined region selling both funds and solutions.
The successful candidate will be involved in:
- Developing and growing relationships with UK intermediary firms across the region
- Promoting investment solutions including bespoke portfolios, MPS, and fund offerings
- Identifying and converting new business opportunities while supporting retention of existing assets
- Delivering face-to-face and virtual meetings with advisers, platforms, and professional partners
- Communicating investment views, market insights, and product positioning clearly and credibly
- Working closely with investment managers to support regional growth initiatives
- Contributing to marketing campaigns, adviser communications, and sales collateral
- Attending and speaking at relevant seminars, conferences, and adviser events
- Capturing market intelligence and feedback to support proposition development
- Maintaining accurate CRM records and sales reporting (Salesforce)
- Ensuring all activity is compliant and aligned with regulatory and Consumer Duty requirements
- Proactively following up marketing and event activity to maintain strong engagement levels
The ideal candidate will have:
- Proven experience in business development or account management within UK intermediary markets
- Strong existing knowledge of adviser firms and distribution networks in the region
- Sound understanding of investment products, financial markets, and regulatory requirements
- Track record of achieving or exceeding sales targets
- Confident communicator, able to engage advisers, investment professionals, and internal stakeholders
- Commercially driven, relationship-focused, and well organised
- Comfortable working autonomously while collaborating closely with wider teams
To find out more about this opportunity, please apply here or reach out to Chris at christopher.rolfe@bruinfinancial.com.
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.
Business Development Manager
Ref: 43742 We are working with a highly regarded UK wealth and investment management firm to appoint a Business Development...
Content Production Executive
Ref: 43741 About the Company We’re working with an innovative wealth management firm combining expert financial advice with cutting-edge technology. Their mission is to help...
Business Development Associate
Ref: 43601 We are partnering with a leading global asset manager known for its commitment to professional development, flexible working...
