Business Development Director - Family Offices, Charities and Endowments We are seeking to expand our Private Capital team and are looking for individuals with experience developing and nurturing business development relationships that will support Isio's growth aspirations in the Private Capital market.
Role and Responsibilities The candidate will be accountable for the firm's business development strategy and would be suitable for senior professionals who have 10 years+ experience leading client relationships with family offices, ultra-high net worth individuals, charities and endowments across all geographic regions of the UK.
Key Skills & Experience Work closely with the head of Private Capital and the wider Investment team to shape the Private Capital business development strategy, build networks, grow our presence in the right ecosystems and search for new avenues of business in keeping with the firm's culture and risk appetite.Drive high end business generation with a specific focus on high quality new customer relationships and promote the Private Capital investment product and service proposition.You will be a seasoned business developer who may have experience working in the shadow of a senior adviser growing client relationships, prospects and networks but now wants to step out on their own to grow their own career.We are seeking an individual who is motivated to extend their proven track record managing and developing a client book in order to grow this new business, acting as a conduit for Isio's investment capabilities whilst having exceptional investment adviser skills.The role could suit an adviser with a broad network across relationships (client or prospect) that have developed from a theme (e.g.
regional, sector specific, intermediary linkages, referral) who would like to grow the network with the Isio proposition.Experience in control and monitoring of risk and regulatory responsibilities.Ambitious and target focused with an executive level drive to succeed, creative and innovative.Ability to influence at an executive level and relate, with personal credibility, to some of the firm's most complex and esteemed customers.Professional Qualifications Relevant Investment Management Qualifications essential.CFA qualified preferred.Bachelors/University degree essential, Master's degree preferred.Demonstrated Commitment to our Core Purpose Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships.
Working together allows us to deliver the best for our clients.
Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference: We work with diverse perspectives to find better solutions.
Working with differences makes us stronger.
People First: We recognise that pensions is a people business.
People are the source of Isio's expertise and it is people's lives that we affect through our advice.
What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business.
The variety of work that'll be available to you will enable you to do this.
On top, we also offer:
A competitive remuneration package, including a bonus scheme.A defined contribution pension scheme.Life insurance.Healthcare benefits.Income protection benefits.25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday.
As well as two additional 'Company' days – a celebration day for your birthday and an extra day over Christmas.Corporate Social Responsibility (CSR) allowanceFlexible working opportunities.A flexible benefits package.Internal development programmes including (technical and non-technical) training support and mentor programmes.Where required study support including study days, materials and exam entry support.What's next? Click on the 'apply' and follow the simple application process on-line.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email ****** About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm.
An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone.
We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform.
Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people. We are committed to equality, diversity and inclusion – bringing your whole self to work every day.
We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
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