Business Development Manager

The role is an integral part of the Distribution team of 5 BDM’s responsible for combining high-quality telephone sales with high-energy targeted activity. Your primary objective will be to drive business growth through proactive engagement with existing clients while identifying and pursuing new business opportunities. Team focus will be across 4 key areas:
• Joint Account Engagement – Collaboration & Development of target Partner accounts agreed with, Senior Sales Management, Head of Business Development & Business Development Director. Supporting Strategic Business Plans in Franchise accounts through proactive, responsive, and authentic engagement.
• Prospect Generation - 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.
• Campaign Management - Target Campaigns in conjunction with the Business Development Director to maximize opportunity to secure deeper penetration and engagement within our Key Partners & Prospects through rolling Quarterly Activity Objectives, ensuring fast moving actions whilst maintaining a longer term focus on strategic delivery objectives.
• BDM Telephone Sales - Develop and agree strategies and plans for a panel of target accounts and deliver sign up & high-volume profitable business and ‘nurture’ win back accounts in line with Nucleus Uplift targets. Contribute to the Target by increasing penetration and usage and ensure delivery into accounts is demonstrably of exceptional quality and added value.

Key Responsibilities:
• Accelerate inflows by fostering exceptional relationships that create partnerships to develop mutually beneficial business outcomes.
• Responsible for attrition/growth of firms via strategic & tactical activities.
• Working with the HOBD to target activity to maximise opportunities contracted to the franchise.
• Aids and participates with relevant events to promote Nucleus.
• Monitor client satisfaction and address any issues, risks or concerns in a timely and effective manner.
• Track and manage sales activities and opportunities using Microsoft Dynamics
• Provide robust reporting to HOBD on activities, risks and opportunities.
• Develop and maintain a robust sales pipeline, ensuring timely follow-up and progression of leads through the sales cycle.
• Share insights and feedback from client interactions to inform product enhancements and service improvements through robust reporting to Head of Business Development
• Communicate effectively with team members to ensure a coordinated approach to achieving business objectives.
• Stay up to date with industry trends, market developments, and competitor activities to identify opportunities for growth.

Key Accountabilities
• Optimises effective diary management to deliver objectives across franchise
• Delivery of agreed targets for the franchise and reporting early any threats to the achievement of the target as part of regular feedback.
• Appropriate level of activity to support to support visibility across franchise.
• Periodic attendee at industry events in the region to maximise Nucleus exposure.
• Engaging third parties across adviser supply chain to support joined up strategy of firm
• Ensures all training is relevant and bespoke to the firm and commensurate with the opportunity.
• Role models personal accountability for risk management and takes appropriate action to minimise risk for Nucleus.
• Support and delivery of building and execution of partner account plans
• Attendance at Nucleus office regularly for Team training & development including regular call listening and sales coaching.

Skills
• Excellent organizational and time management abilities, with a proactive approach to managing tasks and priorities.
• Ability/experience in supporting or delivering targets by proactively engaging and developing relationships with advisory firms through targeted activity
• High energy and resilience, with the ability to thrive in a fast-paced and target-driven environment.
• Ability to simplify messaging with strong communication at all levels and deliver repeatable messaging at scale across multi-faceted panel.
• Highly disciplined approach to activity & meeting goals.
• Commercial awareness of the decision-making process.
• Proactive in understanding a firms’ own standard operational processes, and pro-actively when we introduce a change to our processes.
• Can articulate the key features and benefits of all tax wrappers while understanding how they are utilised within an advisory firms’ financial plan for their clients, identifying the nuances where applicable.

Knowledge
• Possesses Product or Platform knowledge (Nucleus Group, Curtis Banks or other) with solid industry knowledge. • Constantly looks to identify key threats of new entrants by way of functionality and proposition and shares this information within the business to support roadmap enhancements.
• Demonstrates an understanding of the regulatory and compliance issues together with the administrative processes for advisory firms.
• Understanding of our development roadmap to ensure expectations are managed accordingly and possesses an ability to identify suitable changes to processes/proposition that can enhance our offering.
• Ability to demonstrate product/platform and adapt any presentation to the audience.

Values and Behaviours:
• Positively demonstrate the Nucleus values Heart, Smart and Courage and the associated behaviours
• Ensure compliance with Code of Conduct at all times

A little about us 
We’re the Nucleus Financial Platforms group and we help make retirement more rewarding.
People come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. 
Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact. 
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work. 
Are we a perfect match? Check out this video and find out! 
Inclusion and diversity at Nucleus 
As with most things in life, who cares, wins. We really care about inclusion. 
For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. 
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development. 
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options. 

Originally posted on Himalayas