Business Development - Regional Head

Reporting into the Head of Distribution, the Business Development Regional Head will be responsible for driving the growth of Isio’s investment management (DFM) solutions within their region by building and maintaining strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions to meet the adviser’s needs. This role will focus on achieving business growth targets while ensuring exceptional client service and compliance with regulatory standards.

What does the role entail?

Business Development:

• Identify and develop new opportunities to distribute investment management services, primarily to UK financial advisers.

• Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach.

Client Relationship Management:

• Build and nurture long-term relationships with intermediary firms, supporting them in the delivery of their investment proposition for clients.

Sales & Marketing Strategy Execution:

• Develop and implement sales strategies to meet revenue targets and business objectives.

• Use data-driven insights to tailor sales approaches and solutions.

• To contribute to and help implement the marketing strategy plan

• To raise the profile of the firm and be an ambassador in all channels including networking events, investment seminars, CPD training events, sponsorships, conferences, LinkedIn etc.

• Work with internal teams (e.g. Private Wealth, pensions consulting etc) to cross-sell services where possible.

Market Expertise:

• Stay up-to-date with market trends, macro events, regulatory changes, and competitor activity.

• Provide insights into client needs and market demands to inform proposition development and service offerings.

Compliance and Risk Management:

• Ensure all activities comply with relevant regulations, including FCA standards.

• Maintain accurate records of adviser relationships including adviser due diligence

Key Performance Indicators (KPI’s):

• Achievement of individual and team sales targets.

• Growth in client base and assets under management (AUM).

• Compliance with regulatory requirements.

• Contribution to wider firm initiatives

What we’re looking for?

• Sales and Negotiation Skills: Proven ability to close deals and meet or exceed sales targets.

• Client-Centric Approach: Strong interpersonal skills with the ability to build trust and long-term relationships.

• The candidate will need to be proactive, a self-starter, highly motivated, articulate and confident in presenting

• Market Knowledge: Deep understanding of wealth management products, investment options, and financial planning.

• Commercial Acumen: Ability to identify and capitalise on profitable opportunities.

• Regulatory Awareness: Familiarity with UK financial regulations, including FCA requirements.

• Team Collaboration: Ability to work effectively with cross-functional teams to deliver client solutions.

• Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred.

• Proven track record in DFM, fund management or platform sales, or in a relevant wealth management role

• Strong IT skills, including CRM systems and financial planning tools.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team.  We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

About Isio

Isio is a progressive and fast-growing advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com.