Note: The job is a remote job and is open to candidates in USA. AJ Bell is one of the UK’s leading investment platforms and a FTSE 250 success story. They are seeking a commercially driven Business Development Manager to take ownership of a high-potential region in the North West, focused on building partnerships with adviser firms and driving platform growth.
Responsibilities
- Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement
- Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach
- Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance
- Promote AJ Bell’s full range of investment solutions including MPS, passive funds, and our award-winning platform
- Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bell’s proposition
- Oversee the onboarding of new firms, ensuring a smooth and positive experience
- Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance
- Maintain relationships with key investment partners and fund groups to maximise regional potential
- Ensure all activities align with Consumer Duty principles and regulatory expectations
Skills
- Proven success in a field-based sales or business development role within the investment platform or financial services market
- Strong network of IFA and adviser firm relationships
- In-depth understanding of platform propositions, SIPP, and investment solutions
- Level 4 Diploma in Regulated Financial Planning
- Familiarity with AJ Bell's platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios
- Excellent planning, negotiation, and influencing skills
Benefits
- 27 days holiday, increasing with service + buy/sell scheme + bank holidays
- 8% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Free onsite gym
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
Company Overview