Marlborough

About the Company

Marlborough was founded with a simple goal, to help make a positive difference to people's lives.

This sense of purpose, together with our culture and values, has helped us grow into the company we are today; over 230 colleagues, with a broad range of experience and expertise, managing over £15bn of assets, across five sites.

Together we aim to create brighter financial futures for investors, delivering on our purpose of Difference Made.

Listed Jobs

Company Name

Marlborough

Job Title

Business Development Executive

Job Description

Job Title: Business Development Executive Role Summary: Drive growth of assets under management by proactively building and managing relationships with UK financial advisers and intermediary firms, delivering tailored investment solutions, and supporting commercial objectives. Expactations: Independently prospect, engage, and nurture adviser relationships; present compliant, compelling investment propositions; maintain accurate CRM data; collaborate with cross‑functional teams; travel extensively across the UK to meet advisers and attend industry events. Key Responsibilities: • Identify, engage, and build relationships with financial advisers in assigned regions. • Conduct introductory and follow‑up meetings to position investment solutions. • Develop structured adviser coverage plans, including activity scheduling and lead generation. • Deliver clear, compliant presentations tailored to adviser needs. • Represent organisation at adviser events, roadshows, and conferences. • Maintain deep knowledge of multi‑asset funds, fund‑of‑funds, platform, and fund services products. • Identify and drive new business opportunities to increase share‑of‑wallet. • Collaborate with Marketing on targeted campaigns and content development. • Manage accurate CRM records, pipeline, and performance reporting. • Provide adviser insights to product and strategy teams. • Execute on business projects and strategic initiatives as required. Required Skills: - Strong communication and presentation skills across all organisational levels. - Ability to promote investment solutions to a financial adviser audience. - Detail‑oriented, accurate, and organised. - Self‑managed, able to plan, prioritise, and adapt to changing demands. - Proficient PC skills. - Demonstrated ability to work independently and engage with internal stakeholders. Required Education & Certifications: - A‑Level standard. - Preferably holds relevant industry qualifications such as IMC, CII, or CFA.

Bolton, United kingdom

Hybrid

17-02-2026