We are partnering with a leading asset management firm to appoint a Regional Sales Director focused on developing relationships across key intermediary and wealth management partners in Northern England and Scotland. This is a high-profile role within a growing distribution team, offering significant exposure to some of the firm's most important strategic clients.
The role is centred on driving asset growth, strengthening long-term partnerships and identifying new commercial opportunities across a sophisticated wholesale market. Working closely with investment, marketing and sales support teams, you will play a key role in expanding the firm's presence and enhancing client engagement across the region.
This opportunity would suit an experienced sales professional with a strong understanding of the intermediary market and a proven track record of building strategic client relationships within asset or wealth management.
The successful candidate will be involved in:
- Managing and developing relationships with key intermediary, discretionary and wealth management firms across the region
- Delivering asset growth through effective distribution of investment solutions and identification of new business opportunities
- Building strategic account plans tailored to client objectives, growth opportunities and engagement priorities
- Leading commercial discussions and negotiating mutually beneficial partnership arrangements
- Acting as a trusted partner to clients, providing insight into investment capabilities and market developments
- Collaborating with investment specialists and internal stakeholders to deliver tailored client solutions
- Driving greater penetration across existing accounts through cross-selling and relationship expansion initiatives
- Monitoring market trends, competitor activity and client feedback to identify opportunities for growth
- Supporting client events, presentations and industry conferences to strengthen relationships and increase brand visibility
- Coordinating regional engagement plans and ensuring consistent client contact across key accounts
- Contributing to RFP activity and broader business development initiatives where required
- Maintaining high standards of regulatory compliance and client service across all activities
The ideal candidate should have:
- Experience in wholesale distribution, business development or key account management within asset management
- Strong understanding of the UK intermediary and wealth management market
- Proven ability to build and develop long-term client relationships
- Track record of delivering against sales, asset growth or revenue targets
- Strong commercial awareness and confidence conducting negotiations
- Good understanding of investment products, portfolio construction and financial markets
- Excellent presentation and communication skills
- Ability to influence senior stakeholders and decision-makers
- Strong organisational skills and experience managing a regional client portfolio
- A proactive and relationship-driven approach to business development
- High levels of professionalism, credibility and client focus
For more information on this position, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com.