Platform Business Development Manager
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At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role. The Role: Business Development Manager - M&G Wealth Platform The M&G Wealth Platform has entered an exciting new chapter.
Following the confirmation that the platform is not for sale, we are focused on rebuilding momentum, strengthening adviser confidence, and re-establishing ourselves as a platform partner within the UK adviser market. Our growth strategy is centred on developing deeper partnerships with strategically aligned advice firms, helping them embed our platform into their operating models and drive long-term growth.
To support this ambition, we are seeking an ambitious and commercially minded Business Development Manager to join our Distribution team. This role will play a critical part in helping adviser firms successfully adopt, embed and grow their use of the M&G Wealth Platform. Working closely with the Platform Adoption Managers and Client Relations teams, you will be responsible for building strong relationships with advisers, identifying opportunities for increased platform usage, and delivering a consistently excellent experience for our strategic partners.
Key Responsibilities: To identify and sign up firms to the M&G Platform. Establish and agree an account plan with the firm which details the new AUA to be moved onto the platform and timescales / requirements to achieve this. Co-ordinate the completion of client segmentation and asset transition processes, as required, to effectively integrate and embed the M&G Platform Build and maintain relationships with business owners, advisers and key administration staff at our paneled adviser firms.
Working collaboratively with the wider M&G sales team to uncover opportunities for M&G across the board Communicate on an agreed regular basis, to all relevant stakeholders, progress against the business transition plan Ensure prospective and existing M&G Platform users fully understand the M&G Platform proposition including service differentiators and what this can do for their business Deliver any required Due Diligence requests and / or ‘beauty parades’ to firms who have expressed a wish to use the M&G Platform via any means Work with the training team to ensure all users of the M&G Platform are competent and accredited in using the platform to maximise asset flows from the BDM panel Ensure effective working relationships with all internal departments and key stakeholders within M&G Platform and wider M&G business, supporting the wider M&G growth strategy Taking an active role in the sales process and proposition to internal and external stakeholders.
Conduct lead generation activity to supplement marketing campaigns. To include responses to enquiries within your region (usually via Marketing), as well as proactive campaigns and regular networking. Key Skills, Knowledge and Experience: Proven knowledge of the financial advice marketplace, the financial advice workplace i.e. the mechanics of an adviser’s back office and an understanding of different adviser propositions, their processes and the key drivers for success An appreciation of the Wrap Platform market Experience of web-enabled applications and an understanding of the functionality of the m