Job Specifications
We’re growing and want you to be a part of our journey.
Business Development - Regional Head
Reporting into the Head of Distribution, the Business Development Regional Head will be responsible for driving the growth of Isio’s investment management (DFM) solutions within their region by building and maintaining strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions to meet the adviser’s needs. This role will focus on achieving business growth targets while ensuring exceptional client service and compliance with regulatory standards.
Role and Responsibilities
Business Development:
Identify and develop new opportunities to distribute investment management services, primarily to UK financial advisers.
Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach.
Client Relationship Management:
Build and nurture long-term relationships with intermediary firms, supporting them in the delivery of their investment proposition for clients.
Sales & Marketing Strategy Execution:
Develop and implement sales strategies to meet revenue targets and business objectives.
Use data-driven insights to tailor sales approaches and solutions.
To contribute to and help implement the marketing strategy plan
To raise the profile of the firm and be an ambassador in all channels including networking events, investment seminars, CPD training events, sponsorships, conferences, LinkedIn etc.
Work with internal teams (e.g. Private Wealth, pensions consulting etc) to cross-sell services where possible.
Market Expertise:
Stay up-to-date with market trends, macro events, regulatory changes, and competitor activity.
Provide insights into client needs and market demands to inform proposition development and service offerings.
Compliance and Risk Management:
Ensure all activities comply with relevant regulations, including FCA standards.
Maintain accurate records of adviser relationships including adviser due diligence.
Key Performance Indicators (KPI’s):
Achievement of individual and team sales targets.
Growth in client base and assets under management (AUM).
Compliance with regulatory requirements.
Contribution to wider firm initiatives.
Key Skills & Experience
Sales and Negotiation Skills: Proven ability to close deals and meet or exceed sales targets.
Client-Centric Approach: Strong interpersonal skills with the ability to build trust and long-term relationships.
The candidate will need to be proactive, a self-starter, highly motivated, articulate and confident in presenting.
Market Knowledge: Deep understanding of wealth management products, investment options, and financial planning.
Commercial Acumen: Ability to identify and capitalise on profitable opportunities.
Regulatory Awareness: Familiarity with UK financial regulations, including FCA requirements.
Team Collaboration: Ability to work effectively with cross-functional teams to deliver client solutions.
Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred.
Proven track record in DFM, fund management or platform sales, or in a relevant wealth management role.
Strong IT skills, including CRM systems and financial planning tools.
Demonstrated Commitment to our Core Purpose
Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what
About the Company
Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. That’s because we know that only by improving on what’s been accepted in the past can we provide the financial confidence our clients deserve.
We provide companies, trustees and individuals with the highest levels of expertise across actuarial and consultancy, investment advisory, pensions administration, reward and benefits and wealth planning.
Our heritage gives us a unique edge. Decades of exper...
Know more