Business Development Director

4 weeks ago

Scotland, United Kingdom Nucleus Financial Full time
Job Description

The Regional Business Development Director role at Nucleus Financial offers a unique opportunity to build and develop our user base through strong relationships with advisory firms. As a key member of our team, you will be responsible for recruiting new advisory firms in Scotland and Northern Ireland, while also working with existing relationships to establish strong partnerships and drive mutually beneficial business outcomes.

Main Responsibilities

  • Direct the Franchise activity, planning and setting activity objectives in conjunction with the SNR BDM to meet Regional targets.
  • Deliver regular and ad hoc reporting for the Director of Business Development on performance, opportunities, and outlook for the marketplace.
  • Agree target Campaigns to maximise opportunity and secure deeper penetration and engagement within our Key Partners & Prospects, and engage with the Head of Business Development to deliver through rolling Quarterly Activity Objectives.
  • Accountable for recruiting new advisory firms from designated target segments.
  • Responsible for planning & identifying activity to deliver target.
  • Successfully identify, stimulate & capture interest with prospect accounts with a view to developing a sales pipeline through targeted conversations, utilising personalised outreach to build and nurture relationships with a key objective of Nucleus adoption and usage.
  • Accelerate inflows for new firms by fostering exceptional relationships with business owners that create partnerships to develop mutually beneficial business outcomes.
  • Responsible for attrition/growth of existing panel of firms via Sales Strategies & tactical activities.
  • Engages relevant third parties across adviser supply chain to support joined up strategy of firm.
  • Accountability and oversight within the franchise. Delivered via leadership and setting exceptional standards.
  • Takes the lead for region in organising and running events to promote Nucleus. Regularly presents at regional and team events.
  • Provides structured feedback on product, price, and service management and ownership of strategic account plans (where applicable).

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, taking action to develop skills and knowledge in Nucleus Proposition and marketplace and deliver against agreed metrics.
  • 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 & capture interest with prospect accounts with a view to developing a sales pipeline through targeted conversations, utilising personalised outreach to build and nurture relationships with a key objective of Nucleus adoption and usage
  • Identify relevant MI to support and Grow business plans in line with Strategic & Financial Targets, taking action to develop skills and knowledge in Nucleus Proposition and marketplace and deliver against agreed metrics. Establish priority accounts & consider time spend v's value.
  • Speaks up – visible, informed, persuasive and proactive in driving change.

About the Role

We are looking for a highly driven and analytical individual who enjoys building relationships with key stakeholders and is a skilled door opener and new business developer. The ideal candidate will have a tenacious, can-do attitude and be able to work effectively in the field, engaging with prospects and clients face to face.

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 utilise 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 utilised within an advisory firms' financial plan for their clients, identifying the nuances where applicable.
  • Demonstrable leadership skills to maximise 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

About Nucleus

Nucleus Financial is a leading provider of financial services, and we are committed to transforming the industry through innovation and excellence. Our purpose is to create better outcomes for our advisers and their clients, and we believe that this role will play a key part in achieving that goal.

What We Offer

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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