Business Development Manager

About Us

Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.

With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.

Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.

Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.

About The Role

As the Business Development Manager, working very closely the Regional Sales managers, you will take responsibility for identifying, finding new adviser opportunities, ensuring that inflows opportunities are maximised and support the overall sales strategy.

There will be a focus on growing the number of active advisers using the Wealthtime platform seeking out new opportunities to grow adviser user firms within the region. This will be achieved through telephone and web-based meetings but will also involve meeting advisers face to face.

Key Responsibilities

Business Growth & Relationship Management

• Identify, target, and engage new adviser firms through proactive outbound calling, web‑based meetings, and wider sales campaigns.
• Build, nurture, and retain strong adviser relationships to drive organic inflows, increase assets under management, and support long‑term profitable growth.
• Act as the main point of contact for adviser firms, providing high‑quality service, insights, and guidance to enhance their business outcomes.
• Support Regional Sales Managers in implementing regional business plans and securing new opportunities.

Sales Delivery & Performance Management

• Meet and exceed qualitative and quantitative targets, including new business flows and regional KPIs.
• Track performance against annual objectives and maintain accurate, consistent activity records in Salesforce.
• Promote platform features, services, and propositions to grow usage and identify new commercial opportunities.

Training, Onboarding & Platform Adoption

• Deliver training to adviser firms—covering new starters, refresher sessions, new functionality, and best‑practice platform use.
• Project‑manage onboarding, new account setup, migrations, and key growth opportunities.
• Resolve adviser issues, manage escalations, and close training or process gaps to support successful adoption.

Market & Technical Expertise

• Maintain a strong understanding of financial services markets, competitor propositions, and industry developments.
• Build and demonstrate technical knowledge of the Wealthtime platform, product range, and adviser business processes (e.g., CIP/CRP).
• Gather adviser feedback to inform proposition enhancements and improve adviser NPS.

Collaboration & Internal Partnerships

• Work closely with Customer Experience, wider sales teams, internal stakeholders, and third‑party partners to deliver outstanding service and resolve issues.
• Share market intelligence, competitor insights, and sales ideas to support broader commercial objectives.

Professionalism & Brand Representation

• Represent the company at events, conferences, and across social media to enhance brand presence.
• Role model company purpose and behaviours, maintaining professionalism, accountability, and effective time management.
• Competently use internal tools and systems, especially Salesforce, to manage adviser relationships and sales activity.

You will have a passion to learn and develop, as well as like a challenge and embrace the ownership of your regions and role responsibilities, with a natural aptness for problem solving.

Supporting the successful onboarding and adoption of the platform through training and education. Training new firms engaged by RSMs on the platform.

About You

Specialist Skills, Qualifications and Experience:

Essential

• Experience in business development roles selling products and services to a client base in a business-to-business environment
• Experience in telephone-based sales and relationship management
• A track record of delivering against targets, ideally for platform inflows.
• Proven experience of working in high pace, regulated financial services environments
• Experience and knowledge in delivering campaigns, aligning content and activity to maximise return on investment
• Experience of project management, including the migration of assets
• Proven track record in seeking out and developing new business opportunities.
• A passion for identifying, developing and executing new ideas.
• Able to build and maintain strong client relationships, working in partnership to achieve business goals.
• Good presentation skills.
• Networking skills – be able to create, develop and preserve relationships with external and internal parties.
• A strong team player, who is comfortable working with other members in the team.
• Comfortable working with other departments, bringing together people from different areas of the business.
• Ability to challenge existing practices, suggesting solutions, improvements and new initiatives.
• Able to develop strategies and partnerships by using market research and analysis.

Desirable

• Platform knowledge and experience
• Level 4 Diploma in Financial Services (or working towards it)
• Educated to a of A-Level or equivalent, but preferably to degree level or equivalent.

Core Competencies

• Accountability: Takes responsibility for all work activities and personal actions; follows through on commitments; implements decisions that have been agreed; maintains confidentiality with sensitive information; acknowledges and learns from mistakes without blaming others.
• Expert Knowledge: Consistent application of professional or specialist knowledge and skills; takes opportunities to contribute to policy and best practice.
• Working with others: Working successfully with others and identifying opportunities and taking action to build strategic relationships between teams, departments, or organisations in order to achieve shared goals.
• Performance Focus: Demonstrate energy and enthusiasm, takes ownership, delivers results and improves personal performance.
• Communication: Communicate clearly and concisely, tailoring content and style both written and verbally, with all internal/external customers and stakeholders.
• Decision Making: Ability to make balanced and sound decisions by understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; evaluating the probable consequences of alternative solutions and selecting the most promising alternative.
• Client Focus: Taking responsibility for understanding client needs to continually improve the client experience and developing and maintaining productive client relationships.
• Expert knowledge: Consistent application of professional or specialist knowledge and skills; takes opportunities to contribute to policy and best practice

Rewards & Benefits

Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.

Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth: We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security: Prepare for your future with our Group contributory pension scheme.

Travel with Ease: We offer interest-free season ticket loans to help with travel costs.

Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.