Business Development Manager - Investments

Overview

Business Development Manager – Investments | AJ Bell, Manchester, England, United Kingdom

We are seeking an experienced Business Development Manager to lead new business growth across the North region. This is a high-profile, client-facing role representing AJ Bell Investments, promoting our funds, Model Portfolio Services (MPS), and PMPS to financial advisers and discretionary firms. You will own your regional strategy and collaborate with internal and external stakeholders to grow inflows and strengthen adviser engagement.

What you’ll do

• Lead and deliver regional new business targets for AJ Bell Investments.
• Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events.
• Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process.
• Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs.
• Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships.
• Maintain detailed meeting notes and report inflows/outflows to the Head of Sales.
• Collaborate across AJ Bell teams – including Investments, Business Development, Key Accounts, and Platform Sales to maximise results.
• Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events.
• Stay up to date with platform developments and investment proposition enhancements to deliver credible, consultative conversations with advisers.
• Share best practice across teams and contribute to training that enhances overall performance.

What we’re looking for

Experience & Competence

• Proven track record in investment sales or business development, ideally within an IFA or intermediary-facing environment.
• Strong understanding of investment products such as OEICs, SIPPs, and Model Portfolio Services.
• Demonstrated success in delivering new business growth and managing adviser relationships.
• Established network of adviser firms across the North region.

Knowledge & Skills

• Excellent understanding of investment propositions, platforms, and the UK regulatory landscape.
• Confident communicator with strong interpersonal and negotiation skills.
• Collaborative approach, able to work effectively with internal teams and external partners.
• Organised, self-motivated, and capable of managing a diverse and active pipeline.
• Level 4 Diploma in Regulated Financial Planning – desirable.
• Investment Management Certificate (IMC) – desirable.
• Full UK driving licence required.

About Us

AJ Bell is a fast-growing UK investment platform business offering an award-winning range of solutions for professional advisers and DIY investors. We serve over 644,000 customers with assets totaling more than £103.3 billion. We are listed on the London Stock Exchange Main Market and are a FTSE 250 company.

Headquartered in Manchester with offices in London and Bristol, we employ over 1,450 people and have been named one of the UK’s Best 100 Companies to Work For for six consecutive years.

We offer a friendly working environment with strong teamwork and uphold guiding principles.

Benefits & Additional Information

• Competitive starting salary + sales bonus
• Holiday entitlement: 27 days (increasing to 31 with service) with holiday buy/sell
• Company pension schemes with matched contributions up to 8%
• Discretionary bonus scheme and annual free share awards
• Buy As You Earn (BAYE) scheme
• Health Cash Plan (SimplyHealth) and discounted private healthcare and dental plans
• Free on-site gym and fitness programs
• Employee Assistance Programme and bike loan scheme
• Enhanced maternity/paternity/shared parental leave
• Nursery discounts and travel season ticket loans
• Death in service scheme and volunteering time off
• Charitable giving through salary sacrifice and various social events
• Professional qualification support and ongoing technical training
• Talent development programs and peer recognition with rewards
• Leadership breakfasts/lunches and access to additional benefits

AJ Bell is committed to equal employment opportunities and a respectful workplace. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, religion, disability, marital status, or other protected characteristics. All hire decisions are based on qualifications, merit, and business need.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development