Hybrid Business Development Account Manager

Posted 2 weeks ago

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About the role

  • Business Development Account Manager engaging financial advisers to manage relationships and drive inflows across Wealth Distribution. Join Scottish Widows in shaping future platform and pension distribution.

Responsibilities

  • Build and strengthen relationships with financial advisers and intermediary firms across your region
  • Identify, develop, and convert new business opportunities across our Wealth and Platform propositions
  • Use data, market insight, and strong consultative skills to support advisers with client needs, proposition positioning, and business growth
  • Represent Scottish Widows at meetings, seminars, conferences, and adviser events
  • Collaborate closely with colleagues across Distribution, Proposition, Operations, and Marketing to improve adviser experience and drive commercial outcomes
  • Maintain a strong understanding of market developments, competitor propositions, and regulatory changes (including Consumer Duty) to support adviser conversations
  • Actively seek opportunities to improve processes, share best practice, and contribute to a culture of continuous improvement
  • Engage in ongoing professional development to maintain strong technical knowledge across pensions, investments, and the wider wealth market.

Requirements

  • Proven experience in a business development, intermediary sales, or adviser‑facing role within wealth, pensions, or investments
  • Strong knowledge of UK pension and investment markets, including platforms, savings vehicles, regulation, and adviser business models
  • Excellent communication and relationship‑building skills, with the ability to influence and support stakeholders at all levels
  • Commercial awareness and confidence interpreting data to identify opportunities and make informed recommendations
  • High levels of motivation, resilience, curiosity, and a proactive approach to finding better ways of doing things
  • The ability to work independently while contributing positively to a collaborative team environment
  • Professional qualifications (e.g., RQF Level 4 / DipPFS) are desirable but not essential — a commitment to personal development is key.

Benefits

  • Flexible working options
  • Comprehensive benefits package

Job title

Business Development Account Manager

Job type

Experience level

Mid levelSenior

Salary

£47,990 - £53,100 per year

Degree requirement

No Education Requirement

Location requirements

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