Business Development Director

2 days ago

Scotland, United Kingdom Nucleus Financial Full time
Transform Financial Services with Nucleus

We're seeking a highly driven and analytical Business Development Director to join our team at Nucleus Financial. As a key member of our organization, you'll play a crucial role in building and developing our user base through strong relationships with advisory firms.

Main Responsibilities:
  • Direct the Franchise activity, planning and setting objectives to meet Regional targets.
  • Deliver regular and ad hoc reporting on performance, opportunities, and market outlook.
  • Agree target Campaigns to maximize opportunity and secure deeper penetration and engagement with Key Partners & Prospects.
  • Recruit new advisory firms from designated target segments.
  • Plan and identify activity to deliver targets.
  • Successfully identify, stimulate, and capture interest with prospect accounts to develop a sales pipeline.
  • Accelerate inflows for new firms by fostering exceptional relationships with business owners.
  • Responsible for attrition/growth of existing panel of firms via Sales Strategies & tactical activities.
  • Engage relevant third parties across adviser supply chain to support joined-up strategy.
  • Accountability and oversight within the franchise.
  • Organize and run events to promote Nucleus, presenting at regional and team events.
  • Provide structured feedback on product, price, and service management and ownership of strategic account plans.
Key Accountabilities:
  • Develop and agree Strategies and plans for Panel of target accounts and deliver sign-up & volume in line with Nucleus Uplift targets.
  • Identify relevant MI to support and Grow business plans in line with Strategic & Financial Targets.
  • Establish priority accounts & consider time spend v's value.
  • Agrees and delivers Appropriate Activity levels to deliver Conversion rate & Sales Velocity.
  • Ensure collaboration & Development of target Partner accounts within Franchise with BDM's to release resource Capacity.
  • Support Strategic Business Plans between Nucleus & partner accounts through proactive, responsive, and authentic engagement.
  • Successfully identify, stimulate, and capture interest with prospect accounts to develop a sales pipeline.
  • Identify relevant MI to support and Grow business plans in line with Strategic & Financial Targets.
  • Speaks up – visible, informed, persuasive, and proactive in driving change.
Requirements:
  • 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 & 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 whilst understanding how they are utilized within an advisory firms' 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 & failure & ability to drive success through motivating, inspiring, and holding others to account.
  • Excellent Planning, Time management & Organisation 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 & Interpersonal Skills.
Knowledge:
  • Has a deep understanding of the UK platform market & various execution models.
  • Has a deep understanding of financial services, pensions market, and the wrap platform market gained through experience.
  • Possesses a detailed knowledge of the challenges faced within an advisory business with an excellent understanding all the components of the supply chain with the ability to present credible solutions to advisory firms.
  • Understands the mechanics and components within a centralised investment proposition and regularly seeks out and engaging third parties for ideas/solutions.
  • Exceptional understanding of technology providers that underpin platforms.
Values and Behaviours:
  • Positively demonstrate the Nucleus values Heart, Smart, and Courage and the associated behaviours.
  • Ensure compliance with Code of Conduct at all times.

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're committed to inclusion and diversity, and 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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