Business Development Director

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Business Development Director 

Department: Group Distribution

Location: Scotland

Contract Type: Perm

Reporting to: Alex Wilson

The Role

Responsible for developing and implementing a strategy to support the growth of the direct private client distribution for the specific region.

Strong financial planning and investment management understanding across asset and wealth management to be able to represent distribution across the proposition and product landscape for our private client business.

Outcomes of the Role

• Primarily a field-based position with a new business focus to create new private client opportunities for the specific region. 
• Work with the specialist PCD BDD’s to replicate the Professionals, Entrepreneurs & Corporates strategies on a regional basis.
• Create and actively manage a network of professional connections as sources of referrals, building a pipeline of potential new clients.
• Work closely with FPs, WPs & IMs to ensure strong relationships are developed with the network of professional connections.
• Represent all areas of proposition to ensure that the whole of Rathbones is delivered to clients to meet their objectives, including DFM, MPS, Multi Asset, Greenbank & RAM strategies.
• Instigate and help deliver a programme of events alongside professional connections to generate opportunities within the specific region.
• Collaboration closely with all relevant internal stakeholders.
• Identify and embrace new routes to market and opportunities and share best practice across other regions and specialist PCD BDD’s.
• Maintain and update accurate sales and relationship data on Salesforce CRM system.

Knowledge, Skills and Experience

• Strong stakeholder management and relationship building skills
• Excellent communicator, both written and verbal
• Able to self-manage, self-motivate and self-direct
• Able to motivate and inspire others
• Creative, intuitive and imaginative in seeking out development areas
• Strong ability to think strategically: analytical and structured with the proven ability to interpret data to ensure marketing activities support business goals.
• Commercially aware – always working to support the overarching business objectives
• Consummate networking skills and an effective brand ambassador.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.