Asset Management jobs in United Kingdom

Business Development Manager – Ascot Lloyd Investment Management

Reporting to: Managing Director, ALIM

Location: National Role

Ascot Lloyd Investment Management (ALIM), part of the Ascot Lloyd group, is a specialist asset management business providing a comprehensive range of investment solutions through financial advisers. Established in 2014, the firm has grown from offering risk-targeted, platform-based discretionary Model Portfolio Services (MPS) to launching the IFSL Ascot Lloyd OEIC range—a suite of multi-asset, multi-manager funds across the risk spectrum—and Ascot Lloyd Private Wealth (ALPW), a bespoke discretionary service for clients with more complex investment needs. As of 30 September 2025, ALIM manages approximately £2.7 billion in assets.

The Business Development Manager (BDM) is responsible for driving the distribution of ALIM investment solutions to Ascot Lloyd advisers nationally. The emphasis of the role is sales-led—identifying opportunities, promoting investment solutions, and growing assets under management—while retaining the ability to provide advisers with a solid understanding of ALIM’s investment proposition.

The BDM will build strong relationships with advisers, deliver compelling sales presentations, and ensure advisers are confident in positioning ALIM solutions to their clients.

• Promote ALIM’s investment solutions (MPS, OEICs, and bespoke discretionary services) to financial advisers within Ascot Lloyd.
• Drive growth in assets under management by securing increased adoption of ALIM solutions across the national adviser base.
• Identify, develop, and convert business opportunities through proactive engagement and consultative sales activity.
• Deliver persuasive sales presentations, investment updates, and training sessions to groups and individuals.
• Establish a regular programme of adviser meetings, webinars, and regional events to maintain high visibility and engagement.

• Build and maintain strong, trusted relationships with regional leads and advisers within Ascot Lloyd.
• Act as the first point of contact for advisers seeking information and support on ALIM solutions.
• Understand adviser business models and client needs to match them effectively with ALIM’s investment proposition.
• Provide ongoing communication to ensure advisers remain confident in recommending ALIM solutions.

• Retain sufficient knowledge of ALIM’s investment philosophy, process, and performance to support advisers in client conversations.
• Deliver investment insights and updates in conjunction with the ALIM investment team.
• Working with marketing colleagues, ensure advisers have access to appropriate technical support and thought leadership material.

• Conduct all activities in line with FCA requirements and ALIM’s internal compliance framework.
• Maintain accurate records of sales activity and adviser interactions.
• Uphold the values of professionalism, trust, and client focus in all engagements.

• Proven track record in sales and business development within investment management, with experience distributing investment solutions to IFAs.
• Strong commercial acumen and ability to identify and convert opportunities into tangible growth in AUM.
• Excellent presentation and communication skills, both one-to-one and in group settings.
• Self-motivated, proactive, and capable of working independently in a national role.
• Strong relationship-building skills with the ability to influence and persuade.
• Sound understanding of investment solutions, adviser distribution channels, and the UK retail investment market.

• Professional investment qualification (e.g. IMC, CFA Level 1, or equivalent).
• Experience working with discretionary fund managers, multi-asset strategies, or platform-based model portfolios.
• Familiarity with financial advisers’ business models and the regulatory environment for investment distribution.