At a Glance
- Tasks: Build relationships with financial advisers and drive new business opportunities.
- Company: Join a leading asset management firm focused on growth and innovation.
- Benefits: Home-based role with travel, competitive salary, and professional development support.
- Other info: Dynamic team environment with opportunities for networking and career advancement.
- Why this job: Kickstart your career in business development and make a real impact in finance.
- Qualifications: A Level standard; experience in sales support or client-facing roles preferred.
The predicted salary is between 36000 - 60000 £ per year.
Role Purpose
The Business Development Executive (BDE) is responsible for originating, developing and managing relationships with UK financial advisers and intermediary firms to support the growth of Marlborough's assets under management (AUM). This role is designed as the first step into a front-line business development career for individuals with experience in sales support, adviser services or client-facing operational roles within asset management or financial services. The BDE will operate independently, building adviser relationships, delivering presentations, generating new business opportunities and supporting Marlborough's wider commercial objectives – while receiving guided support, coaching and structured development. This role is home based but please be aware this role will require extensive UK travel.
Key Responsibilities
- Business Development & Relationship Management
- Proactively identify, engage and build relationships with financial advisers across assigned regions.
- Conduct introductory and follow-up meetings to position Marlborough's investment solutions and service offering.
- Develop a structured approach to adviser coverage, including activity planning, lead-generation and relationship mapping.
- Deliver clear, compliant and engaging presentations tailored to adviser needs.
- Represent Marlborough at adviser events, roadshows and industry conferences.
- Product & Proposition Expertise
- Build and maintain strong working knowledge of Marlborough Multi-Asset Funds, MPS / Fund of Funds Range, Platform Services, ACD / Fund Services.
- Understand market positioning, competitor offerings and the regulatory landscape.
- Communicate features, benefits and differentiators effectively to adviser audiences.
- Commercial Growth & AUM Development
- Drive new business flows by identifying adviser needs, investment preferences and commercial opportunities.
- Support the adoption of Marlborough solutions within adviser investment propositions.
- Strengthen usage and deepen share-of-wallet with existing adviser relationships.
- Marketing, Campaigns & Events
- Collaborate with Marketing to support targeted campaigns and outreach activity.
- Contribute to content development for presentations, brochures, webinars and adviser communications.
- Assist with the planning and delivery of events, including adviser seminars and virtual briefings.
- Insight, Reporting & CM Management
- Maintain accurate and timely CRM records including meetings, interactions, pipeline and outcomes.
- Capture and communicate adviser insights, market trends, opportunities and risks.
- Provide regular activity, pipeline and performance reporting to the Commercial Director.
- Cross-Team Collaboration
- Work effectively with internal teams including Product, Marketing, Operations, Compliance and Platform functions.
- Provide adviser feedback to support product enhancements and proposition development.
- Participate in business projects, research tasks and strategic initiatives as required.
Knowledge, Skills & Qualifications
Essential Skills
- Ability to communicate with individuals at all levels within Marlborough as well as with clients.
- Demonstrate the ability to successfully promote investment solutions to financial adviser community.
- Accurate with good attention to detail.
- Able to plan and prioritise effort, execute effectively and regularly switch priorities.
- Good PC skills.
Beneficial Skills
- Ability to understand and evaluate a financial adviser's practice.
- Ability to work independently.
- Comfortable and able to engage with internal management and staff across the business.
- Willing and able to network on behalf of Marlborough including representation at conference, industry forums and industry events.
Essential Qualifications
- A Level standard.
Beneficial Qualifications
- A relevant industry-related qualification such as IMC, CII or CFA.
Essential Experience
- Previous related industry experience.
Beneficial Experience
- Aware of financial planners, markets, services, products, competitors and industry trends.
Essential Personal Qualities
- Enthusiastic personal impact.
- Calm and resilient under pressure.
- Proactive approach to work and problem solving.
- Excellent communicator.
- Outgoing, confident personality with ability to remain positive during difficult conversations.
Beneficial Personal Qualities
- To be flexible in your work ethic.
- Organised.
- Influencer.
- Decision making skills.
Business Development Executive employer: Marlborough Group
Marlborough Group is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from comprehensive professional development opportunities, a supportive culture that values teamwork, and the chance to engage with leading financial advisers across the UK. With a focus on growth and success, Marlborough Group empowers its staff to make meaningful contributions while enjoying the vibrant lifestyle that London has to offer.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Executive
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers at industry events, roadshows, and conferences. Building those relationships face-to-face can really set you apart from the competition.
✨Tip Number 2
Practice your pitch! Tailor your presentations to meet the specific needs of advisers. The more engaging and relevant you are, the better your chances of making a lasting impression.
✨Tip Number 3
Stay organised! Keep track of your meetings, interactions, and follow-ups in a CRM system. This will help you manage your relationships effectively and show that you're on top of your game.
✨Tip Number 4
Don’t forget to leverage our website! Apply through StudySmarter to access exclusive resources and support that can help you land that Business Development Executive role.
We think you need these skills to ace Business Development Executive
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Business Development Executive role. Highlight your experience in sales support or client-facing roles, and show how your skills align with building relationships with financial advisers.
Showcase Your Communication Skills:Since this role involves a lot of interaction with clients and internal teams, emphasise your communication abilities. Use clear and engaging language in your application to demonstrate that you can effectively convey investment solutions.
Highlight Relevant Experience:If you've got any experience in asset management or financial services, make it shine! Mention specific examples where you've successfully built relationships or driven new business opportunities, as this will resonate well with us.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Marlborough Group
✨Know Your Stuff
Make sure you have a solid understanding of Marlborough's investment solutions and the financial services landscape. Brush up on their Multi-Asset Funds and how they stack up against competitors. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Build Your Network
Before the interview, try to connect with current or former employees on LinkedIn. This can give you insider knowledge about the company culture and expectations. Plus, it shows your proactive approach to building relationships, which is key for a Business Development Executive.
✨Practice Your Pitch
Since you'll be delivering presentations and engaging with advisers, practice your pitch! Tailor it to highlight how Marlborough's offerings meet adviser needs. You might even want to prepare a mock presentation to demonstrate your communication skills during the interview.
✨Show Your Enthusiasm
Let your passion for the role shine through. Be ready to discuss why you're excited about business development and how you can contribute to Marlborough's growth. A positive attitude and enthusiasm can set you apart from other candidates!
