Business Development Account Manager

Overview

In this role you develop and deepen relationships with adviser firms within the workplace pensions market, promoting Scottish Widows as a trusted pension partner for employers. You’ll identify opportunities across adviser panels, support scheme design and member engagement, and work with cross-functional teams to enhance adviser and employer experiences. The role supports ambitious growth in workplace pensions and aims to improve outcomes for employers, advisers and members. You’ll join a collaborative, commercially focused team with opportunities to influence market positioning and propositions.

Pay / Benefits

• generous pension contribution up to 15%
• annual performance-related bonus
• share schemes including free shares
• lifestyle-adaptive benefits such as discounted shopping
• 28 days’ holiday plus bank holidays
• wellbeing initiatives and parental leave policies

Responsibilities

• Build and strengthen relationships with corporate and wealth advisers in the workplace pensions market
• Identify and convert new workplace pension opportunities within your adviser panel
• Position Scottish Widows as a trusted partner to help advisers demonstrate value to employer clients
• Support adviser discussions on scheme review, design, salary exchange, implementation, member engagement and retirement outcomes
• Use data and market insights to identify opportunities and inform commercially focused recommendations
• Represent Scottish Widows at adviser meetings, seminars, and industry events
• Collaborate with Proposition, Operations, Implementation, Marketing and Service to improve adviser experience
• Maintain understanding of market developments, competitor propositions, adviser business models and regulatory expectations
• Share adviser and employer insights to shape proposition development and future market positioning
• Contribute to a collaborative team culture and continually seek better ways of working
• Develop technical knowledge across workplace pensions, investments, salary exchange, governance and the wider adviser market

Key requirements

• Experience in business development, relationship management, intermediary sales or adviser-facing roles within workplace pensions, corporate benefits, wealth, pensions or investments
• Strong understanding of the UK workplace pension market and adviser distribution
• Ability to build trust and influence with adviser firms and internal stakeholders
• Good technical knowledge of workplace pension propositions (auto-enrolment, default investment, salary exchange, transfers, ongoing servicing)
• Commercial awareness and ability to use data/insights to improve outcomes
• Strong communication and presentation skills tailored to advisers and employers
• High motivation, resilience, curiosity and ownership with proactive problem solving
• Ability to work independently across a regional panel while contributing to a national team
• Commitment to professional development
• Desirable pension qualifications (not essential)
• Disability confidence and adjustments considerations

• strong communication
• influencing and relationship-building
• commercial awareness
• workplace pension propositions knowledge (auto-enrolment, salary exchange, scheme design)
• data-driven decision making
• market insight utilisation

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