Director Business Development

Overview

In this Director of Business Development role, you will drive growth across the South West by sourcing and converting high-quality IFA and adviser relationships into significant AUM. You will work closely with regional offices to ensure a consistent client and adviser experience while mentoring junior teammates. You’ll lead regional plans, manage a robust pipeline, and promote Evelyn Partners’ investment solutions to deepen market presence. This is a strategic, senior-f impact role at a UK wealth manager focused on sustainable AUM growth.

Pay / Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package

Responsibilities

• Lead BD activity across Bristol and South West, building and converting relationships with IFAs, adviser firms, wealth planners
• Generate substantial new AUM (target > £100m per annum)
• Manage senior relationships with decision-makers and adviser networks
• Promote investment solutions (Managed Portfolio Services, discretionary services)
• Develop a regional business plan with growth opportunities and key relationships
• Maintain a robust pipeline and disciplined follow-up through to conversion
• Mentor junior BD colleagues and contribute market insight

Key requirements

• Senior BD or intermediary relationship experience within financial services
• Proven track record of generating substantial new AUM (ideally > £100m per year)
• Experience promoting investment solutions (MPS, discretionary fund management, model portfolios)
• Strong knowledge of the adviser market and business models
• Ability to engage with senior stakeholders and present persuasively
• Commercial focus with pipeline management and conversion experience

• Excellent stakeholder management
• Strong presentation and communication skills
• Strategic thinking and regional planning
• Managed Portfolio Services
• discretionary fund management
• model portfolios

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