Internal Business Development Manager - West Midlands

Intermediary Sales
Ref: 547 Date Posted: Wednesday 12 May 2021
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Our client has an exceptional record in delivering investment returns based on flexible capital solutions across four asset classes of venture capital, private equity, debt, and proprietary balance sheet capital. Through the combination of a growing EIS fund, together with the Northern VCTs our client plans to dominate the regional venture capital market and offer full life-cycle support, from seed to scale-up and beyond.

With strong regional investment track records and long-standing commitments to supporting fast- growing SMEs across the UK, our client has grown substantial portfolios across tax-efficient funds.

To support this continued growth, an opportunity has arisen for an Internal Business Development Manager to play a key supporting role the tax-efficient team which distributes market leading EIS and VCT.  

You will be the digital hub of the sales team, focusing on digital outreach, events, setting up sales meetings for senior team members. You will work closely with the EIS team on content and strategy, but also the marketing team to enable digital reach. Subject to your performance, you will be expected to own specific accounts shortly after joining and will be correspondingly paid commission for funds raised.

Your primary focus will be on building and managing existing relationships, supporting the team by focusing on adviser engagement, however, there may also be some work with private investors. The team is growing in parallel to the ambition of the tax-efficient products team, who manage key partnership relationships across our key distribution channels: financial advisers, service providers, nationals, networks, private banks, wealth managers, accountants, solicitors, platforms, and online intermediaries.

As an Internal Business Development Manager, your responsibilities will include:

  • Represent our client digitally using LinkedIn, Hubspot and other tools to drive engagement and build new relationships.
  • Nurture existing relationships with regular communications, providing details of tax planning opportunities, reporting performance, and exit communications.
  • Engage with IFAs and private clients in person, on the phone, and most importantly via Zoom.
  • Focused on KPIs to measure effectiveness of digital strategies.
  • Work with Marketing and the Head of Sales to increase digital lead generation.
  • Gather and interpret Management Information to inform decisions with accounts and delivery of activity, monitor pipeline and inflows against targets, recommend appropriate actions. 
  • Come up with new ideas for presentation and webinar content, compiling slide decks with the help of marketing to delivering to small and large groups at conferences and roadshows.
  • Manage or participate in internal projects that may impact key partners, for example data feed integrations or new product launches.
  • Keep up to date with wider industry developments especially those that will have an impact on the wider business, distributors, and advice firms.

We are looking for an Internal Business Development Manager who has the following skills and experiences:

  • Some knowledge of the tax efficient investment space (Business Relief Solutions, VCTs, EIS).
  • Must be comfortable in using technology and leveraging digital applications and media platforms.
  • Ideally have a background in digital marketing, tax product sales, advice/wealth firms, platforms.
  • Numerical and analytical skills essential – need to be able to analyse and interpret management information and make recommendations resulting from this.
  • Ability to comprehend a complex suite of solutions and translate these into simple and commercially attractive concepts for advisers, compliance teams and heads of businesses.
  • Confident and credible presentation skills – be prepared to come up with content and deliver presentations to small and large groups, both in person and digitally.
  • High quality interpersonal skills with honesty and integrity.
  • Flexible work ethic and ability to work effectively in an office, home, and travel environment. You should have the right to work in the UK and a current/valid driving licence enabling you to drive in the UK.

In return, the Internal Business Development Manager can expect a basic salary up to £40,000 DOE. In addition, you can expect a bonus scheme and full benefits package.