Business Development Manager – Investment Services

Role Overview

• Build and develop strong, trust-based relationships with financial advisers across the Midlands and South
• Take a consultative approach to understand adviser businesses, their investment processes and client needs
• Support advisers in developing or enhancing their investment propositions using Omni Invest resources
• Deliver face-to-face meetings, events and presentations to engage and educate adviser firms
• Gather market feedback and insights to inform the ongoing development of the Omni Invest proposition
• Collaborate with the wider Omni Invest team (research, governance and distribution) to deliver a joined-up service
• Manage outreach across multiple channels (phone, email, LinkedIn and in-person engagement)
• Act as a credible, knowledgeable partner on investment governance and proposition design

Requirements

• Solid understanding of investments and how adviser propositions are constructed
• Experience in financial services, ideally within distribution, account management, business development or an advice environment
• Strong relationship-building skills with the ability to take a consultative, client-centric approach
• Confidence engaging advisers both remotely and face-to-face
• Ability to think on your feet and respond to varied adviser needs
• Willingness to travel regularly and spend significant time meeting firms in person
• Strong communication skills, with the ability to explain complex ideas clearly and credibly
• Adaptability and comfort working in a fast-evolving environment
• Experience working with financial advisers, networks or platforms (Desirable)
• Exposure to investment governance, research or centralised investment propositions (CIPs) (Desirable)
• Background in a telephone-based account management role with a desire to move into a more field-based position (Desirable)
• Experience within an advice firm, platform, asset manager or consultancy environment (Desirable)
• Understanding of how investment committees operate (Desirable)
• Knowledge of the wider retail investment market and product landscape (Desirable)

Benefits

• Location: This is a field based role covering from the Midlands down to the South Coast. Candidates will only be considered who live in this geographical area otherwise travel times are too great.
• Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.