Job Description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented Business Development Director to join our team in London, responsible for driving new-to-brand client growth across the UK through a focused, vertical-led business development strategy. You will lead growth for our Entrepreneurs client vertical, operating at a senior, market-facing level.
The Business Development Director sets direction, builds high-value introducer and partner networks, and converts strategic opportunities into sustainable growthfor the firm, combining strategic leadership, senior relationship management and commercial execution. You will be supported by a Business Development Associate, who provides executional, analytical and coordination support across activity, pipeline and initiatives.
As Business Development Director, your responsibilities will include among others:
- Take ownership of new-to-brand client growth across the entrepreneur vertical and translate firm-wide growth priorities into clear entrepreneur specific business development plans, aligned to market opportunity and target client profiles
- Build, manage and deepen strategic introducer relationships (professional firms, advisors, intermediaries and centres of influence)
- Act as the senior point of contact for priority partners, developing trusted, long-term relationships that generate consistent referral flow
- Identify and unlock new introducer opportunities aligned to target client segments and vertical strategy, overseeing pipeline development across the entrepreneur vertical, ensuring opportunities are well-qualified, prioritised and progressed
- Act as a senior ambassador for the firm across the market, representing Evelyn at events, roundtables, seminars and industry forums, building personal profile and credibility within target sectors to support long-term brand and relationship development
- Work closely with Marketing, Client Teams and senior stakeholders to ensure a joined-up approach to growth and feed market insight, introducer intelligence and client feedback back into vertical strategy and proposition development
Qualifications
Skills and Experience
To be successful in this role, you should:
- Strong understanding of the wealth management and intermediary environment
- Strong network of intermediary’s and business introducers
- Demonstrable experience and success in business development, in a commercial/professional services environment
- Outstanding relationship building skills, internally and with potential clients, intermediaries and contacts
- Strong people management skills, with previous team management experience and the ability to motivate and influence others to deliver
- Strong project management skills, with multiple stakeholders in a matrix structure
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
