Business Development Director

3 weeks ago

Scotland, United Kingdom Nucleus Financial Full time
About the Role

We are seeking a highly driven and analytical individual to join our team as a Regional Business Development Director. As a key member of our sales team, you will be responsible for building and developing our user base through strong relationships with advisory firms.

Your primary focus will be on recruiting new advisory firms within Scotland and Northern Ireland, while also working with existing relationships to establish strong partnerships and drive mutually beneficial business outcomes.

Key Responsibilities
  • Develop and implement sales strategies to meet regional targets and drive business growth.
  • Deliver regular reporting on performance, opportunities, and market outlook to the Director of Business Development.
  • Agree and deliver target campaigns to maximize opportunity and secure deeper penetration and engagement with key partners and prospects.
  • Accountable for recruiting new advisory firms from designated target segments.
  • Responsible for planning and identifying activity to deliver targets.
  • Successfully identify, stimulate, and capture interest with prospect accounts to develop a sales pipeline through targeted conversations and personalized outreach.
  • Accelerate inflows for new firms by fostering exceptional relationships with business owners to create partnerships and drive mutually beneficial business outcomes.
  • Responsible for attrition and growth of existing panel of firms via sales strategies and tactical activities.
  • Engage relevant third parties across the adviser supply chain to support a joined-up strategy of firm.
  • Accountability and oversight within the franchise, delivered via leadership and setting exceptional standards.
  • Take the lead for the region in organizing and running events to promote Nucleus, regularly presenting at regional and team events.
  • Provide structured feedback on product, price, and service management, and ownership of strategic account plans (where applicable).
Requirements
  • Develop and agree strategies and plans for panel of target accounts and deliver sign-up and volume in line with Nucleus Uplift targets.
  • Identify relevant MI to support and grow business plans in line with strategic and financial targets, taking action to develop skills and knowledge in Nucleus Proposition and marketplace, and deliver against agreed metrics.
  • Establish priority accounts and consider time spend vs. value.
  • Agree and deliver appropriate activity levels to deliver conversion rate and sales velocity.
  • Ensure collaboration and development of target partner accounts within the franchise with BDMs to release resource capacity.
  • Support strategic business plans between Nucleus and partner accounts through proactive, responsive, and authentic engagement.
  • Successfully identify, stimulate, and capture interest with prospect accounts to develop a sales pipeline through targeted conversations and personalized outreach.
  • Identify relevant MI to support and grow business plans in line with strategic and financial targets, taking action to develop skills and knowledge in Nucleus Proposition and marketplace, and deliver against agreed metrics. Establish priority accounts and consider time spend vs. value.
  • Speak up – visible, informed, persuasive, and proactive in driving change.
About You

We are looking for someone with experience in the following areas:

  • Effective deployment of learnings for Nucleus sale process with confidence and grit, with a growth mindset.
  • Role models personal accountability for risk management and takes appropriate action.
  • Strategic thinking – ability to utilize data to inform decision-making and develop sales strategies.
  • Demonstrates ability to negotiate at senior/board level with ability to gain agreement and commitment.
  • Proven track record in developing successful sales relationships and can apply knowledge in the execution of a sales process.
  • Demonstrates effective objection handling, pre-empting, and anticipation.
  • Proven commercially astute with practical application.
  • Role models translating messaging into core clients' needs, removes complexity.
  • Understanding of need to be flexible in approach (aligned to sales strategies) dependent on firms' position within the buying cycle.
  • Can clearly articulate the key features and benefits of all tax wrappers while understanding how they are utilized within an advisory firm's financial plan for their clients, identifying the nuances where applicable.
  • Demonstrable leadership skills to maximize the team's capability and delivery.
  • Takes accountability for success and failure and ability to drive success through motivating, inspiring, and holding others to account.
  • Excellent planning, time management, and organization skills.
  • Adaptability – resilient, change ready, and responsive, deals effectively with ambiguity.
  • Continuous learning – role models growth mindset, proactively seeks feedback, delivers effective feedback and coaching to others.
  • Demonstrates expert levels of communication and interpersonal skills.
About Nucleus

Nucleus is a leading provider of financial services, and our purpose is to transform financial services and create better outcomes for our advisers and their clients. We are a fast-paced and exciting environment, and we believe you will get the chance to fulfill your potential and do work that really matters, to you and our clients.

We believe in you having your own chunk of responsibility and being trusted to make things happen. Our culture is something our people believe sets us apart from other places they've worked. We really care about inclusion and believe it's a commercial imperative. We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives, and flexible working options.

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