Team Leader and Account Manager - UK Adviser Sales Business Development (Edinburgh based)

About this role Business u nit o verview: UK Wealth advisory is a key client business within BlackRock, responsible for the sales and distribution of the breadth and depth of BlackRock’s platform, technology and products. The business is dedicated to selling our a ctive, i ndex , multi - asset and p rivate m arkets capabilities , alongside activating our market leading portfolio analytics technology, provided by Aladdin Wealth Technology. The scaled distribution sales team is responsible for driving commercial impact with financial advisers and wealth managers by delivering scalable, high-quality engagement. The team is responsible for driving commercial impact with independent financial advisers , adopting AI and portfolio analysis tools like Portfolio 360, to deliver high-quality sales engagement. Job purpose: This senior role is critical to delivering the business’s long-term commercial ambitions in the UK Wealth Advisory market. Operating in a dynamic, high-growth part of the business, the VP will lead and elevate the effectiveness of the tele-sales function while maintaining an active sales remit. In particular, the VP will promote the use of AI powered leads, our CRM technology and Portfolio 360 in day-to-day sales team activities. The individual will be responsible for generating and activating sales opportunities through telephone-based prospecting, deepening adviser relationships, and driving adoption of BlackRock’s product and technology capabilities. In addition, the VP will coach, mentor and develop a team of sales professionals, shaping the team’s performance culture and capability. Success in this role requires strong commercial acumen, leadership maturity, and the ability to thrive in a fast-paced environment with a proven ability to integrate technology in the daily sales routine. As part of the onboarding process rigorous training will be provided to deepen tech-enabled sales techniques and portfolio analysis tools. Key r esponsibilit ies: In this role, you will : C oach, develop and lead a team of tele-sales professionals, providing ongoing skills development, training, and performance feedback. Set clear activity expectations, monitor performance against KPIs, and drive continual improvement in both sales impact and quality of client engagement. Carry out telephone-based calls to prospects, confidently opening conversations that generate or activate qualified sales opportunities. Proactively build great relationships with advisors to drive sales in BlackRock products, adoption of technology tools and activating product and marketing campaigns. Promote best practice and strong adoption and use of portfolio analytics tools e.g. Portfolio 360 and analytics, CRM, and digital platforms, raising overall tech-fluency within the team. Maintain deep knowledge of BlackRock’s products, market views, and sales strategies, and ensure the team continuously develops this knowledge base. Ensure rigorous record-keeping, pipeline management, and reporting standards. Skills & q ualifications 4 years of relevant experience in telephone-based sales, business development, or adviser-facing roles; financial services or asset management experience a plus . Proven track record of exceeding sales KPIs and driving commercial outcomes in a high-velocity environment. BA/BSc degree or equivalent experience preferred . IMC qualification preferred, or willingness to obtain within six months. Responsible to ensure that all regulatory and legal requirements and BlackRock policy standards are met through leadership of the team , including achieving MIFID II Information Provider status. Demonstrated leadership capability, including coaching, mentoring, or managing junior sales professionals. Strong sales acumen with the confidence, credibility, and influencing skills needed to engage advisers and convert opportunities. Tech-fluency and proven integration of CR ... (truncated, view full listing at source)