Wealth Platform Business Development Lead

About the Role As the Business Development Manager, working very closely with the Regional Sales managers, you will identify new adviser opportunities, maximise inflows and support the overall sales strategy. The focus is on growing the number of active advisers on the Wealthtime platform within the region through telephone, web‑based and face‑to‑face meetings. Key Responsibilities Business Growth & Relationship Management Identify, target, and engage new adviser firms through proactive outbound calling, web‑based meetings, and wider sales campaigns. Build, nurture, and retain strong adviser relationships to drive organic inflows, increase assets under management, and support long‑term profitable growth. Act as the main point of contact for adviser firms, providing high‑quality service, insights and guidance to enhance their business outcomes. Support Regional Sales Managers in implementing regional business plans and securing new opportunities. Sales Delivery & Performance Management Meet and exceed qualitative and quantitative targets, including new business flows and regional KPIs. Track performance against annual objectives and maintain accurate, consistent activity records in Salesforce. Promote platform features, services, and propositions to grow usage and identify new commercial opportunities. Training, Onboarding & Platform Adoption Deliver training to adviser firms—covering new starters, refresher sessions, new functionality and best‑practice platform use. Project‑manage onboarding, new account setup, migrations and key growth opportunities. Resolve adviser issues, manage escalations and close training or process gaps to support successful adoption. Market & Technical Expertise Maintain a strong understanding of financial services markets, competitor propositions and industry developments. Build and demonstrate technical knowledge of the Wealthtime platform, product range and adviser business processes (e.g., CIP/CRP). Gather adviser feedback to inform proposition enhancements and improve adviser NPS. Collaboration & Internal Partnerships Work closely with Customer Experience, wider sales teams, internal stakeholders and third‑party partners to deliver outstanding service and resolve issues. Share market intelligence, competitor insights and sales ideas to support broader commercial objectives. Professionalism & Brand Representation Represent the company at events, conferences and across social media to enhance brand presence. Role model company purpose and behaviours, maintaining professionalism, accountability and effective time management. Competently use internal tools and systems, especially Salesforce, to manage adviser relationships and sales activity. About You Essential Experience in business development roles selling products and services to a client base in a B2B environment. Experience in telephone‑based sales and relationship management. A track record of delivering against targets, ideally for platform inflows. Proven experience of working in high‑pace, regulated financial services environments. Experience and knowledge in delivering campaigns, aligning content and activity to maximise return on investment. Experience of project management, including the migration of assets. Proven track record in seeking out and developing new business opportunities. A passion for identifying, developing and executing new ideas. Able to build and maintain strong client relationships, working in partnership to achieve business goals. Good presentation skills. Networking skills – able to create, develop and preserve relationships with external and internal parties. A strong team player, comfortable working with other members of the team. Comfortable working with other departments, bringing together people from different areas of the business. Ability to challenge existing practices, suggesting solutions, improvements and new initiatives. Able to develop strategies and partnerships by using market research and analysis. Desirable Platform knowledge and experience. Level 4 Diploma in Financial Services (or working towards it). Educated to a A‑Level or equivalent, but preferably to degree level or equivalent. Core Competencies Accountability: Takes responsibility for all work activities and personal actions; follows through on commitments; implements decisions; maintains confidentiality; acknowledges and learns from mistakes. Expert Knowledge: Consistent application of professional knowledge; contributes to policy and best practice. Working with others: Builds strategic relationships between teams to achieve shared goals. Performance Focus: Demonstrates energy, enthusiasm, ownership and results. Communication: Communicates clearly and concisely, tailoring content to audiences. Decision Making: Makes balanced decisions by evaluating alternatives. Client Focus: Understands client needs to continually improve the client experience. Rewards & Benefits Competitive Compensation – Salary that reflects your skills and contributions. Hybrid Working – Flexibility of a hybrid model balancing home and office. Yearly Discretionary Bonus – Bonus as a token of appreciation for your dedication. Generous Holiday Package – 34 days per year plus bank holidays; option to purchase or sell up to 5 additional days. Wellbeing Day – One day per year to take a break for personal well‑being. Professional Growth – Support and encouragement for career advancement. Comprehensive Health – Private Medical scheme, Income protection and Life assurance for you and family. Financial Security – Group contributory pension scheme. Travel Support – Interest‑free season ticket loans. Giving Back – Participation in Wealthtime Foundation Day for charitable activities. Career Progression – Internal progression opportunities from agent to team leader and beyond. Recognition – In‑the‑moment recognition scheme to celebrate hard work. Wealthtime is an equal‑opportunity employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities and long‑term health conditions. #J-18808-Ljbffr