Business Development Manager (North-East Region)

The Company

Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence.

As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market. Our technology cuts out unnecessary costs, inefficiencies and anxiety for financial advisers, while improving the long-term investment returns for their clients.

We are a remote-first company with team members in over 13 countries.  And given our diversity of thought, backgrounds and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission. As a scaling, high-growth company, developing and adapting are the norm.  If you’re after a dynamic company where you will make a real difference, then read on!

Role Responsibilities

The role of Business Development Manager is part of our Growth team, reporting into the Head of Sales. The core focus of the role is to be responsible for a specific region, driving new business as well as supporting existing firms for both our portfolio and platform products. Key responsibilities are:

Manage the end-to-end sales process for new clients as well as supporting existing customers

Develop a strategic approach to increasing our presence in the region to ensure targets are achieved

Run local events to target prospects and build relationships

Provide sales and forecast reporting by product

Become an expert on our Portfolios and Platform to build rich knowledge on how our product propositions can add value to Financial Adviser firms

Ensure compliance with all appropriate regulations

Support Business Development Consultants with advice and expertise

Collaborate with your dedicated Adviser Success Manager to ensure a best-in-class service to existing clients, maximising inflow potential

Role Requirements

Absolute must-haves:

Sales experience within the Financial Services industry, managing large corporate client accounts

Target driven and results focused, with a proven record of achieving high-growth targets

Commercially focused with a strategic mindset

Strong market knowledge with the ability to identify new opportunities

Expert negotiation and communication skills

Analytical and detail-orientated

Product-focused to ensure alignment with customer needs

Committed to delivering an outstanding customer experience

Effective collaboration skills working across the commercial function

Nice to-haves:

Experience working for a Fintech in the DFM space

The Package

Competitive salary, dependent on experience

Non-contributory pension scheme

28 days holiday plus bank holidays

Non-contractual bonus scheme

Potential to join company option scheme

Insurance plans

Cost of relevant professional qualifications and memberships

Hybrid working

Flexible hours (depending on team requirements)

Wellbeing support