Regional Investment Business Development Manager – North

Regional Investment Business Development Manager – North

• Full-time
• Business Areas:
  Business Development
• Location:
  
  Based from home
• Department:
  Business Development - Invest centre

AJ Bell is a FTSE 250 investment platform and asset management business with significant momentum across its advised proposition. As we continue to scale AJ Bell Investments, we are looking for a commercially driven investment sales professional to take ownership of distribution across the North region.

This is an investment distribution opportunity focused on winning new assets into AJ Bell Funds, Model Portfolio Services (MPS) and PMPS.

You will be responsible for influencing Centralised Investment Proposition (CIP) decisions, strengthening strategic adviser partnerships and delivering meaningful, sustainable inflows across your territory. Operating with high autonomy, you will execute your regional growth strategy while working closely with Investments, Key Accounts and Platform Sales to maximise opportunity.

We’re looking for someone who can convert adviser relationships into measurable investment inflows and confidently position funds and MPS solutions within adviser investment frameworks.

• Lead and deliver regional new business targets for AJ Bell Investments.
• Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events.
• Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process.
• Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs.
• Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships.
• Maintain detailed meeting notes and report inflows/outflows to the Head of Sales.
• Collaborate across AJ Bell teams – including Investments, Business Development, Key Accounts, and Platform Sales to maximise results.
• Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events.
• Stay up to date with platform developments and investment proposition enhancements to deliver credible, consultative conversations with advisers.
• Share best practice across teams and contribute to training that enhances overall performance.

• Proven track record in investment sales or business development, ideally within an IFA or intermediary-facing environment.
• Strong understanding of investment products such as OEICs, SIPPs, and Model Portfolio Services.
• Demonstrated success in delivering new business growth and managing adviser relationships.
• Established network of adviser firms across the North region.

• Excellent understanding of investment propositions, platforms, and the UK regulatory landscape.
• Confident communicator with strong interpersonal and negotiation skills.
• Collaborative approach, able to work effectively with internal teams and external partners.
• Organised, self-motivated, and capable of managing a diverse and active pipeline.
• Level 4 Diploma in Regulated Financial Planning – desirable.
• Full UK driving licence required.

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's “Best 100 Companies to Work For” for six consecutive years and in 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a…