The Company

Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence.

As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market. Our technology cuts out unnecessary costs, inefficiencies and anxiety for financial advisers, while improving the long-term investment returns for their clients.

We are a remote-first company with team members in over 13 countries. And given our diversity of thought, backgrounds and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission. As a scaling, high-growth company, developing and adapting are the norm. If you’re after a dynamic company where you will make a real difference, then read on!

Role Responsibilities

The role of Business Development Manager is part of our Growth team, reporting into the Head of Sales. The core focus of the role is to be responsible for a specific region, driving new business as well as supporting existing firms for both our portfolio and platform products. Key responsibilities are:

• Manage the end-to-end sales process for new clients as well as supporting existing customers
• Develop a strategic approach to increasing our presence in the region to ensure targets are achieved
• Run local events to target prospects and build relationships
• Provide sales and forecast reporting by product
• Become an expert on our Portfolios and Platform to build rich knowledge on how our product propositions can add value to Financial Adviser firms
• Ensure compliance with all appropriate regulations
• Support Business Development Consultants with advice and expertise
• Collaborate with your dedicated Adviser Success Manager to ensure a best-in-class service to existing clients, maximising inflow potential

Role Requirements

Absolute must-haves:

• Sales experience within the Financial Services industry, managing large corporate client accounts
• Target driven and results focused, with a proven record of achieving high-growth targets
• Commercially focused with a strategic mindset
• Strong market knowledge with the ability to identify new opportunities
• Expert negotiation and communication skills
• Analytical and detail-orientated
• Product-focused to ensure alignment with customer needs
• Committed to delivering an outstanding customer experience
• Effective collaboration skills working across the commercial function

Nice to-haves:

• Experience working for a Fintech in the DFM space

The Package

• Competitive salary, dependent on experience
• Non-contributory pension scheme
• 28 days holiday plus bank holidays
• Non-contractual bonus scheme
• Potential to join company option scheme
• Insurance plans
• Cost of relevant professional qualifications and memberships
• Hybrid working
• Flexible hours (depending on team requirements)
• Wellbeing support