Business Development Manager

About us

ebi Portfolios is a leading Discretionary Fund Manager (DFM), delivering evidence-based, passive and factor-driven investment portfolios to Independent Financial Advisers (IFAs) across the UK. Since 2010, we have grown to manage cover £5bn in assets, supported by proprietary technology and a strong focus on ESG integration.

We are entering an exciting phase of growth and are looking for a high-performing Business Development Manager to help accelerate distribution and deepen adviser relationships.

This is an opportunity to join a fast-growing, innovative DFM with a differentiated investment proposition and strong market momentum. You’ll play a key role in shaping the next phase of growth while building a high-value client portfolio in a supportive, entrepreneurial environment.|

The Role

As a Business Development Manager, you will be responsible for driving new business growth and strengthening existing adviser relationships across the UK IFA market.

You will own the full sales lifecycle—from prospecting and pipeline development through to closing new mandates and increasing assets under management (AUM)—while collaborating closely with the Head of Business Development and internal teams.

This role is suited to a commercially driven individual with strong experience in the IFA/wealth management space and a passion for building long-term partnerships.

Business Development & Sales

• Identify, engage and convert new IFA clients to drive net new AUM growth
• Generate and manage a high-quality pipeline through proactive outreach (cold, warm and referral channels)
• Lead client meetings, presentations and pitches to secure new mandates
• Develop and execute regional/business development strategies aligned with company growth objectives

Relationship Management & Retention

• Build and maintain strong relationships with IFAs, platforms and networks
• Take ownership of client retention and ongoing AUM growth within your portfolio
• Deliver a high-quality, consultative service, acting as a trusted partner to advisers
• Maintain regular engagement to deepen relationships and identify cross-sell opportunities

Strategic Contribution

• Identify new market opportunities, trends and distribution channels
• Contribute to the development of sales strategy alongside the Head of Business Development
• Provide market intelligence and feedback to inform product and proposition development

Pipeline & CRM Management

• Utilise CRM systems to manage pipeline, track activity and improve conversion rates
• Maintain accurate forecasting and reporting of sales performance
• Drive efficient sales processes from initial contact through to onboarding

Brand & Market Presence

• Represent EBI at industry events, conferences and seminars
• Enhance brand awareness through networking, digital engagement and thought leadership

About you:

Experience

• Proven track record in business development within:
o Asset Management / DFM / MPS / Platform / Wealth Management
• Demonstrable success in building and converting relationships within the UK IFA market
• Experience managing client portfolios and driving AUM growth

Skills & Competencies

• Strong commercial acumen with a consultative sales approach
• Excellent relationship-building and stakeholder management skills
• Strategic thinker with the ability to identify and act on growth opportunities
• Highly organised with strong pipeline and time management skills
• Confident communicator with strong presentation abilities

Technical Knowledge

• Good understanding of investment products and asset classes
• Knowledge of passive, factor-based or ESG investing is advantageous
• Familiarity with CRM systems and sales analytics

Qualifications

• Level 4 Diploma (CII/PFS) preferred
• Strong academic background with analytical capability

Desired Skills & Experience:

• Driven, self-motivated and results-oriented
• Entrepreneurial mindset with a proactive approach
• High integrity and commitment to delivering quality outcomes
• Collaborative team player with strong interpersonal skills

What you’ll get in return:

• Competitive salary + performance-related bonus
• 25 days annual leave, rising to 28 with service
• Private medical
• 10% non-contributory Pension (salary sacrifice)
• Cycle to Work & EV schemes
• Clear progression opportunities within a growing business

If you are interested in the above position and feel your experience matches the criteria, please contact jobs@ebi.co.uk to apply now for immediate consideration, or to request further information.

*Interviews will be taking place immediately*