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.

Role: Business Development Director

Department: Business Development

Location: London

Contract Type: Permanent

The role

To work as part of the London & East sales team, providing specialist support to promote, develop and increase inflows to Asset Management and Wealth services from the UK Financial Adviser market. External responsibilities will be mainly face to face involvement in proactive sales to target financial advisers within a defined area. Internal responsibilities will be high levels of contact and focus to develop new and existing relationships with the regional management and investment teams and the Asset Management Fund Managers

Outcomes of the Role

• Primarily a field-based position designed to identify, build and service relationships with the market described above to ensure consistent communications on Rathbones products and services as well as dealing with specific enquiries on both a reactive and proactive basis.
• Develop a consistent flow of quality new business introductions that meet the firms published criteria from UK Financial Advisers (and where appropriate Overseas Advisers)
• Work closely with Investment Manager/s to ensure strong relationships are developed with external advisers in order to optimize potential opportunity.
• Seek opportunities to enhance market share from existing business sources through the promotion of existing services from Rathbones Group demonstrating cross selling.
• Implement a robust contact strategy for all introducers to ensure regular structured contact with agreed actions and meaningful outcomes, including F2F meetings with Financial Advisers.
• Gain a comprehensive understanding of the adviser's business model, identify and then deliver any appropriate support.
• Proactively respond to sales leads in a timely manner and effectively manage your sales process and pipeline through the adopted CRM Systems
• Build appropriate internal relationships with key personnel in the Rathbones Group offices including the investment managers, area heads and Fund Managers. 
• Assist in the provision of market feedback and reporting to the business.
• In all aspects of the role adhere to current regulations and compliance frameworks as well as TCF.
• Plan and organise sales visits, presentations and contact in order to develop relationships and generate sales.
• Maintain and update accurate sales and relationship data on Salesforce CRM system.

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.