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.
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