Business Development Manager – wealthlink

About intelliflo

intelliflo is the UK’s leading provider of financial advice software, helping firms streamline advice journeys, engage clients, and grow their businesses. Our open architecture and deep industry expertise simplify a complex digital landscape, enabling advisers to deliver better outcomes with greater efficiency. Today, we support over 29,000 advice professionals, representing £505 billion in assets under advice and serving more than 2.2 million clients.

The Role

We’re looking for a dynamic Business Development Manager (wealthlink) to drive adoption and growth of our wealthlink proposition. This is a fast-paced, client-facing role focused on delivering measurable business and client outcomes for our customers.

As a subject matter expert, you’ll engage with existing intelliflo firms, consult on their needs, and demonstrate how wealthlink can transform their operations. You’ll be responsible for building a strong pipeline, driving onboarding, and generating revenue through successful adoption and asset conversion then ongoing.

Collaboration is key – you’ll work closely with sales, customer success, and product teams to ensure a seamless engagement strategy.

Key Responsibilities

  • Promote Wealthlink to existing intelliflo customers, showcasing its benefits and business impact.
  • Build and manage a pipeline of firms ready for onboarding.
  • Drive revenue growth through adoption and asset opportunity conversion.
  • Understand, influence and maintain a strategic relationship with businesses & relevant stakeholders
  • Collaborate with internal teams to deliver aligned engagement plans.
  • Become an SME for our integrated partners within wealthlink – for external & internal promotion
  • Represent intelliflo at industry events and provide actionable customer feedback to shape future propositions.
  • Maintain accurate CRM records and report on activity and outcomes.

About You

  • Proven experience in business development or sales, ideally within fintech or wealth management.
  • Strong understanding of UK investment platforms and application for advice businesses & investors.
  • Excellent communication, consultative selling, and relationship-building skills.
  • Results-driven with a track record of achieving targets.
  • Proficient in CRM tools (e.g., Salesforce).

What We Offer

  • Competitive package
  • Comprehensive benefits package.
  • Opportunities for professional development and career growth.
  • A collaborative, innovative work environment.

This role is crucial for driving the adoption and success of wealthlink within intelliflo’s customer base. If you are passionate about business development and have a knack for building strong and productive customer relationships, this may be the role for you.

To apply for this role, please email [email protected]