At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most. We’re proud to be one of the UK’s leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025
Role Title
Business Development Manager
Location
Edinburgh or Glasgow
Contract
Perm
Working pattern
Hybrid
About the Role
In this role you will work as part of the UK Intermediary Distribution team providing proactive field sales support to a number of regional intermediary clients. The candidate will work closely with the Area Head and other BDDs as well as other senior distribution colleagues on agreed parameters to deliver against sales targets and business objectives.
What you’ll be responsible for
- Represent Rathbones Intermediary Teams and develop relationships externally with a range of developing regional adviser and wealth management accounts.
- Build relationships with the market described above; ensure consistent communication on markets, RB products and services, and deal with specific enquiries on both a reactive and proactive basis.
- Solely manage growth accounts from the region as well as support the BDDs in your region with wider sales and relationship tasks.
- Coordinate regional data with BDDs.
- Devise, action and review a sales strategy and Business Plan for your defined client market that supports the Business Plan.
- Proactively follow‑up and support sales activities generated by BDDs in the region.
- Plan, organise and conduct regular sales visits, presentations, and face‑to‑face contact to develop relationships and generate sales.
- Deliver an agreed level of new business in line with the team sales target.
- Build appropriate internal relationships with key stakeholders to facilitate external introductions where appropriate.
- Provide market feedback from key accounts to the business and communicate client panel and preferences for internal and national coordination.
About you
- Detailed understanding of the products and services Rathbones provide.
- Strong time management and prioritisation skills.
- Ability to develop and maintain positive working relationships.
- Strong communicator able to build and maintain good internal and external relationships.
- Systems competence – demonstrates competence in using company systems.
- Solid understanding of the regulatory environment in which we operate.
- Strong investment understanding across a range of solutions, including asset management and DFM solutions.
- Have experience working in a similar role in financial services, investment or wealth management industry.
- Hold IMC qualification.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
Benefits
- A company pension – 9% non‑contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance – 8 × salary
- Company share scheme
- Discretionary bonus
- Flexible holidays – purchase up to 5 additional days
- Green Car Scheme
- Family‑friendly policies – enhanced family leave for parents & carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Other voluntary benefits you can choose to suit you
EEO Statement
We’re a Disability Confident Employer (level 2) 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.
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