Remote Jobs RockRemote Jobs Rock

Senior Business Development Consultant

🕒 2 days ago
Business DevelopmentPlatform SalesInvestment SalesFinancial Adviser Relationships
Apply Now

📜 Description

  • Develop new and existing financial adviser relationships to grow platform flows and adoption of investment solutions.
  • Manage new-business opportunities from prospecting through conversion and deliver personal sales targets.
  • Partner with regional Business Development Managers on sales plans, priority firms and targeted campaigns.
  • Build and manage a pipeline, including opportunities with firms not currently using the platform and larger platform migrations.
  • Explain platform, SIPP, Managed Portfolio Service and multi-asset investment solutions to advisers.
  • Meet advisers, represent the business at industry events, support new-firm onboarding, and share platform expertise with colleagues.

🛠️ Requirements

  • Experience in a target-driven platform or investment sales role, with a track record of converting opportunities into new business.
  • Strong knowledge of the UK adviser platform market and how adviser firms make platform decisions.
  • Experience selling platform, SIPP and investment solutions; multi-asset funds or Managed Portfolio Services are desirable.
  • Track record of meeting or exceeding new-business targets and building relationships with financial advisers.
  • Ability to plan and manage a region, adviser segment or targeted campaign across longer sales cycles.
  • Confident presenting to advisers and engaging stakeholders at different levels.
  • Strong technical and regulatory awareness, with sound commercial judgement.

✨ Benefits

  • Competitive starting salary depending on experience
  • 25 days holiday, increasing with service + buy/sell scheme + bank holidays
  • 6% 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
Full job description

Company Description

Job Description

As a Senior Business Development Consultant, you’ll take ownership of developing new and existing relationships with financial advisers, increasing flows onto the AJ Bell Investcentre platform and growing adoption of our investment solutions.

You’ll combine targeted prospecting and campaigns with adviser meetings, working closely with our regional Business Development Managers to turn opportunities into sustainable new business. You’ll also bring your platform expertise to the wider team, helping develop colleagues and sharing knowledge.

This is a strong next step for an experienced platform sales professional who understands the UK adviser market and is ready for greater ownership and external exposure. You’ll help advisers feel confident choosing and using AJ Bell for their clients, with knowledgeable, straightforward support that makes them feel good investing.

What does the job involve?

  • Deliver your personal new business targets across our platform and investment propositions, managing opportunities from initial engagement through to conversion.
  • Work with a regional Business Development Manager to create and deliver a focused sales plan, identifying priority firms, opportunities and targeted campaigns.
  • Build relationships with new adviser firms while developing the commercial potential of existing relationships, including larger platform migration opportunities.
  • Generate and manage your own pipeline through intelligent targeting, proactive engagement and a strong understanding of firms that do not currently use AJ Bell Investcentre.
  • Help advisers understand the benefits of our platform, Managed Portfolio Service and multi-asset investment solutions through clear, relevant conversations.
  • Meet adviser firms face-to-face and online, represent AJ Bell at regional industry events, and work with colleagues to support the effective onboarding and development of new firms.
  • Act as a platform subject matter expert within Business Development, sharing your knowledge and supporting the development and mentoring of Business Development Consultants and other colleagues.
  • Maintain high professional, technical and regulatory standards, with a clear focus on positive outcomes for advisers and their clients.

What are we looking for?

You’ll already have experience in a target-driven platform or investment sales role, together with a track record of turning opportunities into new business.

You’ll bring:

  • Strong knowledge of the UK adviser platform market and a good understanding of how adviser firms operate and make platform decisions.
  • Experience selling platform, SIPP and investment solutions, ideally including multi-asset funds or Managed Portfolio Services.
  • A consistent track record of meeting or exceeding new business targets and building high-quality relationships with financial advisers.
  • A structured approach to managing a region, adviser segment or targeted sales campaign, with the ability to plan effectively and maintain momentum across longer sales cycles.
  • Confidence engaging with people at different levels, from operational contacts through to senior decision-makers.
  • Experience presenting to advisers in one-to-one meetings, small groups and at larger events.
  • Strong technical and regulatory awareness, combined with the commercial judgement to adapt your approach to different firms, stakeholders and market conditions.

About AJ Bell  

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 762,000 customers trust us to manage more than £121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer  

  • Competitive starting salary depending on experience
  • 25 days holiday, increasing with service + buy/sell scheme + bank holidays  
  • 6% 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  

Life at AJ Bell  

  • Regular social events including summer and Christmas parties  
  • Learning and development opportunities tailored to you  
  • Casual dress code  
  • Friendly, supportive team environment  

Our ways of working  

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.  

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.  

Inclusion & diversity  

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.  

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. 

Your application, reviewed by people

We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.

Qualifications

Additional Information

Drive growth in Japan by sourcing and winning professional luxury sellers, guiding them through onboarding and activation, and helping them reach buyers across Europe through Catawiki.

📍 🇯🇵 Japan - Hybrid💼 Full-Time🎸 Senior🧱 Business Development (BDR)📢 🇯🇵 Japanese Required📢 🇬🇧 English Required
Business DevelopmentNew Business AcquisitionPartnershipsPipeline Management
Airwallex

Senior GTM Partnerships Manager, Canada

🕒 2 days ago
Airwallex👥 10,000+ employees🏢 Financial Services🤝 B2B

Own and shape Canada’s partnerships strategy, managing the partner lifecycle from sourcing and deal execution to activation, pipeline creation, and revenue growth in close collaboration with cross-functional teams.

Partnerships StrategyBusiness DevelopmentSalesPartner Sourcing
Farther

Director, Advisor Business Development

🕒 2 days ago
Farther👥 201 - 500 employees🏢 Financial Services

Build relationships with established financial advisors, source and qualify recruiting opportunities, and grow toward owning the full cycle from discovery and platform demos through signed agreements.

SalesBusiness DevelopmentOutbound ProspectingCold Calling
Kimmel-Associates

Remote Business Development Manager-Heavy Civil

🕒 7 days ago
Kimmel-Associates👥 51 - 200 employees🏢 Staffing And Recruiting

Build the contractor’s Nevada market presence by developing relationships with owners, engineers, municipalities, and developers, and generating pipeline and underground water infrastructure opportunities.

Business DevelopmentSalesAccount ManagementRelationship Building

Trusted by Remote Workers