{"id":991346,"url":"https://alion.io/job/quilter-business-development-manager","title":"Business Development Manager","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":7,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":17,"computed_at":"2026-10-10T05:45:15Z"}},"role":"Management","role_family":"Management","seniority":"lead","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Leeds, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":83000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":188},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-09-09T00:00:00Z","employer_posted_date":"2026-09-09","last_verified_at":"2026-10-10T11:02:05Z","board_verified":false,"closed_at":"2026-10-10T11:02:05Z","days_open":31,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":31},"description":"About the Business\nQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.\nIf you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.\nAbout the Role\nLevel: 4\nLocation: Leeds, Harrogate, York, Sheffield, Manchester (hybrid working)\nDepartment: Distribution\nContract: Permanent\nJoin our dynamic Business Development Manager team in Leeds, which is also part of a national team of BDM’s. It's an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Climate Asset Funds boasting over 12 years of history. In addition to this collaborate with our talented Investment Managers on discretionary and AIM services, for clients with complex needs.\nThe ideal candidate should be based in or local to Leeds have good knowledge of financial advice and advisers, possess at least a level 4 industry qualification, and demonstrate an entrepreneurial spirit to explore new opportunities in this growing geographical area. This role offers an exciting challenge for an experienced BDM.\nOur goal is to help current and future generations succeed by offering the right financial advice and investment solutions for secure financial futures. In these uncertain times, our expertise and dedication are crucial. Our talents differentiate us, but our commitment to customers defines us.\nReporting directly to the Head of Sales - North, you will collaborate with the Investment Management teams to attract new investment clients through Financial Advisers in the Leeds region. Your responsibilities will include:\nPromoting Quilter Cheviot's discretionary investment proposition, Sustainable Opportunity Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers located in the Leeds Region.\n\nEstablishing an annual target with the Head of Business Development - Advice for introducing new investment management business.\n\nMeeting the new business target and any other relevant key performance indicators (KPIs).\n\nSupporting the Leeds region by driving new business opportunities.\n\nCoordinate and agree with the Head of North Sales and Head of Business Development - Advice the selection of primary target introducers and assign suitable recipient investment managers for new discretionary investment management services\n\nTo agree with Head of North Sales the methods and direction of sales initiatives\n\nRegularly provide reports to the Head of North Sales and Head of Business Development - Advice using the standardised format.\n\nDevelop and actively use a business plan template (with guidance from the Head of North Sales) to classify advisers in the region for concentrated efforts.\n\nCultivate and sustain relationships with Financial Advisers, primarily focusing on onboarding new advisers and opening accounts that have not previously engaged with Quilter Cheviot.\n\nEstablish and maintain effective working relationships with both Financial Advisers and Quilter Cheviot Investment Managers.\n\nAttend business development meetings as required.\n\nMaintain regular communication with local Investment Directors, Investment Managers, and the Sales Management Team.\n\nAcquire comprehensive knowledge of the company’s products and services, understanding when they are appropriate for existing and prospective clients.\n\nKeep clear and precise records of contacts and visits and ensure the corporate CRM system is consistently up-to-date.\n\nConsumer Duty:\nEven though this role doesn't directly interact with the end customers, you need to understand our target market and evaluate the value of each service for financial advisers to ensure positive customer outcomes.\nAbout You\nWe are seeking a proven Business Development Manager with expertise in the financial adviser sector.\n\nThe position demands that the candidate independently manage their workload, with bi-weekly oversight from their immediate manager.\n\nStrong self-organization skills and a sense of personal responsibility are crucial.\n\nThe role involves close collaboration with marketing, investment management teams, and the wider intermediary sales team across all offices.\n\nThe ideal candidate will possess:\nAt least an industry Level 4 qualification - CISI, CFA or equivalent\n\nRelevant experience in financial services within local markets\n\nA clean driving license\n\n#LI-VS1 #QC #QuilterCheviot\nInclusion & Diversity\nWe value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.\nValues\nDo the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.\nAlways curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.\nEmbrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.\nStronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.\nCore Benefits\nHoliday: 182 hours (26 days)\nQuilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.\nPension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.\nPrivate Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.\nLife Assurance: 4x your salary.\nIncome Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.\nHealthcare Cash Plan: Jersey employees only\nIn addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.","description_format":"text","description_chars":7219,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Hybrid work"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T02:47:49Z"},{"event":"close","at":"2026-10-10T11:02:05Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; Skilled Worker","cap_exempt":false,"checked_at":"2026-10-10T06:21:00+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/quilter-business-development-manager","json_url":"https://alion.io/job/quilter-business-development-manager.json","meta":{"generated_at":"2026-10-11T20:38:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8857,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":709168},"rest":"https://alion.io/mcp/rest/get_company?id=709168"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fquilter-business-development-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fquilter-business-development-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fquilter-business-development-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/quilter-business-development-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fquilter-business-development-manager"}]}