Base
Business Development Executive
Pubblicato: 20.05.2026
Data di chiusura: 04.07.2026
Referenze lavorative: 3b315b47cd6b54518a583a174f9b3415
Informazioni sul lavoro
Posizione
Greater Manchester, England, United Kingdom
Azienda
Bitrecruit
Cliente / Datore di lavoro
Occupop
Referenze lavorative
3b315b47cd6b54518a583a174f9b3415
Tipo di elenco
Base
Permesso di lavoro UE richiesto
No
Pubblicato
20.05.2026
Data di chiusura
04.07.2026
Descrizione del lavoro
Role PurposeThe Business Development Executive (BDE) is responsible for originating, developing and managing relationships with UK financial advisers and intermediary firms to support the growth of Marlborough's assets under management (AUM).This role is designed as the first step into a front-line business development career for individuals with experience in sales support, adviser services or client-facing operational roles within asset management or financial services.The BDE will operate independently- buildings adviser relationships, delivering presentations, generating new business opportunities and supporting Marlborough's wider commercial objectives - while receiving guided support, coaching and structured development.*This role is home based but please be aware this role will require extensive UK travel. Key ResponsibilitiesBusiness Development & Relationship ManagementProactively identify, engage and build relationships with financial advisers across assigned regions.Conduct introductory and follow-up meetings to position Marlborough's investment solutions and service offering.Develop a structured approach to adviser coverage, including activity planning, lead-generation and relationship mapping.Deliver a clear, compliant and engaging presentations tailored to adviser needs.Represent Marlborough at adviser events, roadshows and industry conferences.Product & Proposition ExpertiseBuild and maintain strong working knowledge of: -Marlborough Multi - Asset Funds -MPS / Fund of Funds Range -Platform Services -ACD / Fund ServicesUnderstand market positioning, competitor offerings and the regulatory landscape.Communicate features, benefits and differentiator's effectively to adviser audiences.Commercial Growth & AUM DevelopmentDrive new business flows by identifying adviser needs, investment preferences and commercial opportunities.Support the adoption of Marlborough solutions within adviser investment propositions.Strengthen usage and deepen share-of-wallet with existing adviser relationships.Marketing, Campaigns & EventsCollaborate with Marketing to support targeted campaigns and outreach activity.Contribute to content development for presentations, brochures, webinars and adviser communications.Assist with the planning and delivery of events, including adviser seminars and virtual briefings.Insight, Reporting & CM ManagementMaintain accurate and timely CRM records including meetings, interactions, pipeline and outcomes.Capture and communicate adviser insights, market trends, opportunities and risks.Provide regular activity, pipeline and performance reporting to the Commercial Director.Cross-Team CollaborationWork effectively with internal teams including Product, Marketing, Operations, Compliance and Platform functions.Provide adviser feedback to support product enhancements and proposition development.Participate in business projects, research tasks and strategic initiatives as required.Knowledge, Skills & QualificationsEssential SkillsAbility to communicate with individuals at all levels within Marlborough as well as with clients.Demonstrate the ability to successfully promote investment solutions to financial adviser community. Accurate with good attention to detail. Able to plan and prioritise effort, execute effectively and regularly switch priorities. Good PC skills. Beneficial SkillsAbility to understand and evaluate a financial advisers practice. Ability to work independently.Comfortable and able to engage with internal management and staff across the business.Willing and able to network on behalf of Marlborough including representation at conference, industry forums and industry events. Essential QualificationsA Level standard. Beneficial QualificationsA relevant industry-related qualifications such as IMC, CII or CFA. Essential ExperiencePrevious related industry experience. Beneficial ExperienceAware of financial planners, markets, services, products, competitors and industry trends. Essential Personal QualitiesEnthusiastic personal impact.Calm and resilient under pressure. Proactive approach to work and problem solving.Excellent communicator.Outgoing, confident personality with ability to remain positive during difficult conversations. Beneficial Personal QualitiesTo be flexible in your work ethic.Organised.Influencer.Decision making skills.
Abilità
analyse business plans
analyse cultural trends
analyse data about clients
apply business acumen
brainstorm ideas
brand marketing techniques
Business Analysis
business incubation
carry out sales analysis
collaborate in the development of marketing strategies
Corporate Sustainability
Customer Insight
customer relationship management
develop professional network
expand store regional presence
Financial Analysis
identify new business opportunities
International Business
liaise with managers
manage accounts
Market Analysis
market entry planning
market entry strategies
Market Research
marketing principles
negotiate settlements
negotiate with stakeholders
perform customer management
prospect new customers
represent company in exhibitions
sales strategies
Services Marketing
Strategic Planning
strive for company growth
study sales levels of products
use analytics for commercial purposes
vertical markets