Full-Time Business Development Manager - Investments

Are you a natural business developer with a passion for investments and building trusted adviser relationships? AJ Bell is looking for an experienced Business Development Manager to lead new business growth across the North region.

This is a high-profile, client-facing role where you’ll represent AJ Bell Investments, promoting our funds, Model Portfolio Services (MPS), and PMPS to financial advisers and discretionary firms. You’ll take full ownership of your regional strategy, working with internal and external stakeholders to grow inflows and strengthen adviser engagement across your territory.

What you’ll do:

• Lead and deliver regional new business targets for AJ Bell Investments.
• Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events.
• Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process.
• Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs.
• Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships.
• Maintain detailed meeting notes and report inflows/outflows to the Head of Sales.
• Collaborate across AJ Bell teams to maximise results.
• Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events.
• Stay up to date with platform developments and investment proposition enhancements.
• Share best practice across teams and contribute to training.

What we’re looking for:

Experience & Competence:

• Proven track record in investment sales or business development.
• Strong understanding of investment products such as OEICs, SIPPs, and Model Portfolio Services.
• Demonstrated success in delivering new business growth and managing adviser relationships.
• Established network of adviser firms across the North region.

Knowledge & Skills:

• Excellent understanding of investment propositions, platforms, and the UK regulatory landscape.
• Confident communicator with strong interpersonal and negotiation skills.
• Collaborative approach.
• Organised, self-motivated.
• Level 4 Diploma in Regulated Financial Planning – desirable.
• Investment Management Certificate (IMC) – desirable.
• Full UK driving licence required.

What is the last date for applying to the job?

Which countries are accepted for this remote job?