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Business Development Manager

Titan Wealth · Cambridge

🇬🇧 English
CRM systems

Job description

About the role

Titan Wealth Planning, a subsidiary of the Titan Group, is seeking a Business Development Manager to drive growth across Private Client and Corporate markets. Working closely with the Sales Director and the Client Acquisition Team, you will identify, develop and convert new business opportunities while strengthening the firm’s market presence.

Key responsibilities

  • Develop and implement business development plans aligned with company objectives.
  • Identify and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers.
  • Plan, attend and leverage events and sponsorships to generate leads and raise brand awareness.
  • Support digital acquisition initiatives in partnership with Marketing.
  • Build and maintain relationships with professional introducers, referral partners and strategic partners.
  • Maintain accurate pipeline activity in CRM systems and provide regular performance reporting.

Required profile

  • Proven success in business development, sales or relationship management within financial services.
  • Experience working with Private Clients and/or Corporate Clients.
  • Track record of generating new business and building sustainable pipelines.
  • Experience building introducer/referral networks and strategic partnerships.
  • Strong communication and interpersonal skills with confidence engaging new prospects.

Required skills

  • CRM systems

Questions fréquentes

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Published 3 months ago

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Titan Wealth

Cambridge