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Business Development Manager

Salary Highly Competitive
Location Edinburgh or Glasgow
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

This role of Business Development Manager is recognised as being of key importance to the business and therefore needs to be undertaken by someone with experience of working in a similarly demanding and accountable role.  Hymans Robertson have launched a new Tailored Model Portfolio Service into the retail market focusing on quality regional advisor firms. We are looking for individuals with the appropriate experience and skill set to perform this role within the new retail team.

Key Responsibilities

Using our data base of advisor firms within our target market and own network, design and implement a contact strategy with the business to accelerate our move into the retail market.

  • Setting up initial meetings with prospective firms with a view to attaining meaningful visits.
  • Keep accurate CRM and pipeline data.
  • Understand the capabilities of the broader business which could be effectively applied within retail to increase the attractiveness of TMPS offering.
  • Gain a full understanding of the investment proposition and how it can be tailored to an individual firm and their client’s needs.
  • Work with the investment team to create the investment mandate for each firm, through gaining a full understanding of the firm and their client’s needs. Working with the broader team to manage the tender process.
  • Own the relationship with the firm from first point of contact to ongoing relationship and maximising the opportunity. Ensure that the firms have access to all relevant individuals and resource within Hymans Robertson.
  • Work with the firms to design and implement an agreed migration strategy to move the assets into the tailored MPS.
  • Work with client firms to understand their business goals and how the SBDM and Hymans can help them achieve them.
  • Attending relevant industry events and seminars to initiate and develop new client relationships.
  • Ensuring that Hymans Robertson’s research and product developments are reflected in any direct communications with target clients.
  • Understand existing client’s business drivers and thereby becoming aware of any new business sales opportunities.
  • Promoting customer retention and creating revenue growth through supporting cross selling opportunities.
  • Provide input into the creation of marketing materials and messaging/ positioning
  • Provide clarity to the client firms as to who is responsible for what within the TMPS relationship
  • Evaluating success based on qualified evidence
  • Helping to shape the team going forward as a member of the team as the style within this department is a collegiate style.
  • Adhering to the firm's Information Security standards, policies and procedures

 

Qualifications and Experience

In addition to having recognised consultancy new business development experience, the successful person, will have:

  • Proven selling skills, together with evidence of creating and maintaining strong long term external and internal relationships.
  • A track record of growing revenue from providing business solutions to quality advice firms.
  • Extensive industry and market knowledge within the IFA market.
  • Sound technical knowledge that will inspire confidence and credibility with clients.
  • Strong commercial awareness of the market opportunities for Hymans and firms within our target market.
  • Strong understanding of the regulatory changes within the market and the implications for our target firms.
  • An established and relevant portfolio of professional alliances within our target market.
  • Demonstrable experience of consultative selling as opposed to product selling.
  • Client focused with excellent influencing skills.
  • Excellent communication skills in both oral and written format.
  • A positive, tenacious approach.
  • Excellent organisational and time management skills.
  • Strong listening and judgement skills to allow them to be embraced as a valued member of the team.
  • Be in possession of a minimum of a degree qualification or with relevant experience.
  • The skills and ability to evolve and grow as the new venture gains momentum
  • Having a flexible approach to travel between Hyman Robertson’s offices in London, Birmingham and Scotland.
  • Identifying, prioritising, developing, agreeing, communicating and delivering of new business strategies, propositions and plans which will meet Hyman Robertson’s needs.
  • Managing of relationships with marketing, retail investment team and the broader business where appropriate
  • Maximising the profitable growth areas of the business.

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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