Regional Business Development Director

2 months ago

Scotland, United Kingdom Nucleus Financial Full time
About the Role

We are seeking a highly driven and experienced Regional Business Development Director to join our team at Nucleus Financial. 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.

Key Responsibilities
  • Recruit new advisory firms within Scotland and Northern Ireland, and work with existing relationships to establish strong partnerships.
  • Develop and implement sales strategies to meet regional targets, and deliver regular and ad-hoc reporting on performance.
  • Agree target campaigns to maximize opportunity and secure deeper penetration and engagement within 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.
  • Accelerate inflows for new firms by fostering exceptional relationships with business owners to create partnerships.
  • Responsible for attrition/growth of existing panel of firms via sales strategies and tactical activities.
  • Engage relevant third parties across the adviser supply chain to support joined-up strategy.
  • 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, and regularly present 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 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.
  • 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.
  • 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.
  • 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 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.
Knowledge
  • Has a deep understanding of the UK platform market and 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 of all the components of the supply chain with the ability to present credible solutions to advisory firms.
  • Understands the mechanics and components within a centralized 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 demonstrates the Nucleus values Heart, Smart, and Courage and the associated behaviors.
  • Ensure compliance with Code of Conduct at all times.

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