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 Area Head and other BDDs as well as other senior distribution colleagues on agreed parameters deliver against sales targets and business objectives.
What you’ll be responsible for
- Representing Rathbones Intermediary Teams, the candidate will 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 and 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 supporting 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 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
If you meet some of these criteria and are excited about the role, we encourage you to apply.
- Detailed understanding of the products and services Rathbones provide.
- Strong time management and prioritisation skills.
- Ability to develop & maintain positive working relationships.
- Strong communicator and 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, the 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.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- 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.
- Income protection – 75 % of salary.
- Company share scheme.
- Flexible holidays – purchase up to 5 additional days.
- Discretionary bonus.
- 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.
- Volunteering days.
- Other voluntary benefits you can choose to suit you.
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
- Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
- Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
- The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
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.
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 feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com.
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high.
- We get it done.
- We show we care.
- We do the right thing.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
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