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About the Role
The Business Development Manager will be responsible for a specific region, driving new business and supporting existing firms for both portfolio and platform products within the Growth team.
Responsibilities
- Manage the end-to-end sales process for new clients and support existing customers.
- Develop a strategic approach to increase regional presence and achieve targets.
- Run local events to target prospects and build relationships.
- Provide sales and forecast reporting by product.
- Become an expert on Portfolios and Platform to demonstrate product value to Financial Adviser firms.
- Ensure compliance with all appropriate regulations.
- Support Business Development Consultants with advice and expertise.
- Collaborate with the Adviser Success Manager to ensure a best-in-class service to existing clients and maximize inflow potential.
Requirements
- Sales experience within the Financial Services industry, managing large corporate client accounts.
- Target-driven and results-focused with a proven record of achieving high-growth targets.
- Commercially focused with a strategic mindset.
- Strong market knowledge with the ability to identify new opportunities.
- Expert negotiation and communication skills.
- Analytical and detail-oriented.
- Product-focused to ensure alignment with customer needs.
- Committed to delivering an outstanding customer experience.
- Effective collaboration skills working across the commercial function.
- Experience working for a Fintech in the DFM space.
Skills
- Negotiation
- Communication
- Analytical
- Collaboration
Location
- Remote-first
Work Type
- Hybrid working
- Flexible hours
Experience Level
- Dependent on experience
Salary/Compensations
- Competitive salary
Benefits
- Non-contributory pension scheme
- 28 days holiday plus bank holidays
- Non-contractual bonus scheme
- Potential to join company option scheme
- Insurance plans
- Cost of relevant professional qualifications and memberships
- Wellbeing support
About the Company
- Timeline is a financial technology company focused on helping people plan, invest for, and enjoy retirement.
- As a privately owned, fast-growing fintech company, Timeline provides Platform, MPS, and financial planning solutions.
- Our technology reduces costs, inefficiencies, and anxiety for financial advisers while improving client investment returns.
- We are a remote-first company with a diverse team across 13 countries, celebrating uniqueness and striving for our common mission.
- As a scaling, high-growth company, we embrace development and adaptation.