Business Development Manager

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Summary

• The role holder is responsible for contributing to generating new fund sales from the UK Advisory Sales Channels predominantly by dealing direct with Advisors but also by supporting Wealth's own activities as required. The role will help develop and implement the distribution strategy and tactics for the UK Advisory market working with the other members of the CLAM Advisory Sales team
• This role is outward facing and is essential as part of delivering the correct customer experience

What You'll Do

• To contribute to driving new business flows and achieving the UK Advisory sales targets by identifying and developing new opportunities with new targeted advisor firms and also developing relationships with existing key advisory firms.
• The role will require a minimum number of client meetings per month, full client follow up, weekly and monthly management reporting requirements, together with responsibility for maintaining accurate and timely reporting of all client activity on salesforce
• Execute the sales plan agreed with the Head of Strategic Alliiances
• Building commercial productive relationships with UK advisory businesses in line with the business values of the firm. This will include: prioritisation of target accounts, research and due diligence on accounts, development of sales plans, organising sales activity fully utilising financial clarity and salesforce applications.
• Contribute to sales planning with marketing, product solutions and asset management functions. This involves the development of relationships with fund managers and support staff, and the provision of intelligence on market and client knowledge to support and develop business strategy.
• Assist where needed CLAM's Advisory Teams support to Wealth including activity with their key accounts

Who You Are

• Detailed knowledge of the UK Advisory Market and be able to demonstrate relevant experience gained across this channel.
• Experience of selling multi-asset solutions and desirable to also have single strategy funds experience.
• A sound knowledge of the main investment asset classes
• A demonstrable track record of success ( preferably a minimum of three years )
• Strong communication skills at all levels
• Strong presentation skills
• Effective team player
• Strategic thinker and planner
• High level of gravitas, senior client connectivity and experience
• A strategic solutions driven mind set
• To be PC literate, in particular in relation to being able to build presentations in PowerPoint and an ability to build and maintain excel spread sheets.

Qualifications

• Investment-related qualifications (Investment Management Certificate, CFA ESG etc) desirable
• Degree in finance, business, economics preferred

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.

"At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.