Business Development Director

Business Development Manager – Liverpool
Location: Liverpool & surrounding areas (Chester, Wirral, Warrington, Wrexham)
Salary: £80,000–£85,000 basic + Formulaic bonus
Industry: Investment Management / Financial Services

An opportunity to step into discretionary fund management with a firm that values long-term relationships, internal collaboration, and personal growth.

This is a high-profile Business Development Manager role covering one of the firm’s most established regions. You will join a respected wealth management business with a strong adviser presence and a modern, values-led culture. With a significant footprint in the Liverpool area and team of Investment Managers in the local office, this is a role with clear opportunity and excellent internal alignment.

Whether you are currently in a platform, MPS, or broader intermediary-facing role, this position offers a genuine next step into DFM.

The Role

You will be responsible for developing new business through financial advisers across the Liverpool region, promoting a range of discretionary propositions. This is a key region for the business, and you will work closely with experienced Investment Managers to identify, introduce, and develop new adviser relationships. Reporting into a Sales Director, you will benefit from warm internal support, a structured territory, and a clear route for success.

What We’re Looking For

• Level 4 CII / CISI qualified (essential)
  
  
• Minimum three years’ experience working with financial advisers in a BD capacity
  
  
• Ideally from a platform, MPS, or investment management background
  
  
• Strong knowledge of the Liverpool/intermediary market and surrounding area
  
  

If you’re ready to take your next step into discretionary fund management and want to do it in a collaborative, well-established, and high-potential environment, we’d love to hear from you.