Client Development Manager

IDEX is seeking a senior Client Development professional to join our M&A division, focused on the UK Wealth Management and IFA landscape.

This role is designed for an established Business Development Manager or high-performing Relationship Manager who has built meaningful, trusted relationships with business owners across Financial Services and is ready to leverage that network in a more strategic, transaction-led environment. The main objective of the role will be to originate and cultivate relationships with Financial Services business owners considering growth, succession, or exit.

• Cultivate relationships with prospective sellers and position IDEX as the trusted M&A partner
• Collaborate with Regional Managers to identify and prioritise acquisition opportunities
• Partner with Marketing to develop targeted growth plans and nurture strategic prospects
• Deliver against quarterly M&A revenue targets with full accountability for year-end performance
• Create and execute structured plans to exceed agreed growth objectives
• Provide strategic account oversight for identified sellers, acting as executive sponsor where required
• Manage relationships with IDEX buyers, ensuring regular steering meetings and ongoing engagement
• Lead transactions through the pipeline to completion, maximising value for sellers and IDEX
• Drive and execute the Client Solutions strategy alongside key stakeholders

• Previous experience within Financial Services ideally within a Business Development role
• Strong understanding of UK Financial Services operations
• Experience in acquisitions, growth advisory or strategic business development
• Proven track record of revenue delivery and target achievement
• Experienced within lead generation and relationship cultivation

• IDEX are redefining the talent and M&A landscape, helping clients unlock growth potential via both organic (talent) and inorganic (M&A) growth streams.
• Access to the strongest client and candidate networks in the financial services market.
• An inclusive, values-driven culture with a commitment to development and innovation.
• Our long-term growth plans mean there is lots of room for personal and career development within and beyond this role for the successful applicant.
• A competitive base salary with an uncapped commission structure - Incentives including international trips.
• Pension and private healthcare.

Please get in touch for a confidential chat – mich /