Case Studies

Placement Profiles

Read about some of our many successful candidate placements.

CLIENT
A boutique DFM Provider

ROLE
Placed 100% of all the BDDs within the distribution channel

I was referred to the new Head of Sales of this company by a mutual contact as they were about to embark on establishing a new distribution channel. My challenge with this recruitment project was that the company didn’t have a well-known brand in the marketplace which put a lot of candidates off – due to the saturated nature of the DFM market. However, I managed to overcome this challenge and others and managed to source 3 field based BDDs across various locations within the UK. To date, I have placed every single BDD that this company has ever had despite the Head of Sales using other recruitment companies

CLIENT
An awarding winning provider of platform and MPS solutions.

ROLE
Placement of 3 Field-based Business Development Managers

Having been recommended to the business (an award-winning, values led £10Bn AUM Platform/MPS provider) I was approached by the Head of Sales to help source a field-based BDM in Scotland and NI. As this position was a high priority for the company, I suggested a retained search in order to identify and attract the best possible candidates for the role – the most efficient and effective recruitment process. They agreed and after I had successfully mapped the entire Scotland and NI region of the most relevant BDMs, I filled the role after presenting a shortlist of candidates. They then gave me a second role to fill which was for a field-based BDM in Yorkshire and the North-East. Again, I worked on the position on the same retained basis and filled it. Finally, when a BDM in their team left the business, they gave me a third position to fill, a field-based BDM role in the Northwest. Again, this role was retained and was subsequently filled.

CLIENT
One of the oldest and most established Mutuals in the UK

ROLE
Placement of 5 Field-based Business Development Managers

When approached by the Head of Intermediary Sales of one of the most established Mutual’s in the UK, I was tasked with putting together a new distribution channel of Business Development Managers on an exclusive basis. Initially, the client was only looking for a team of two BDMs – one in the North and one in the South. Once the shortlist of BDM candidates was presented to the client, the requirements changed to increase the team head count from two to six. I successfully placed five BDMs out of a team of six (the only other candidate being directly sourced by the client himself).

CLIENT
A £50Bn+ AUM Wealth Management Business

ROLE
Placement of 4 Field-based Business Development Managers and 1 Telephone Based BDM

Having heard that one of the UK’s largest Wealth Management businesses were about to embark on a large recruitment project, I spoke with the Managing Director who explained that he wanted to recruit exceptional Business Development Managers who currently worked at competitor DFM providers. After carrying out numerous head hunt calls and utilising my network of BDMs who I felt met the clients’ criteria, I was able to present a shortlist of candidates from a variety of locations in the UK. As a result, I successfully placed a BDM in the South Coast, in East England, the Midlands and the Southwest – four in total. In addition, I also sourced and placed a proactive telephony-based BDM into the business – five people in total.

CLIENT
A Global Boutique Discretionary Fund Manager

ROLE
Placement of 2 Field-based Business Development Directors

I was approached by the Sales Director of a global boutique DFM provider who were looking at establishing a distribution channel in the UK. Their requirements were to recruit experienced Business Development Directors who had existing DFM sales experience. Despite the challenge of representing a relatively unknown DFM brand in a fairly saturated market, I identified two BDD candidates who met the clients requirements and I subsequently placed them with the business. Although there were a couple of other recruiters working on these positions, none of them were able to place any candidates giving me a 100% external recruitment success rate.

CLIENT
A Global Investment Management Business

ROLE
Placement of one Field-based Business Development Director

Having heard that this financial institution was recruiting I contacted the Head of Distribution, and he allowed me to work the position on a contingent basis. His brief was to identify a field based experienced BDM in the London area who would be a strong cultural fit for his distribution channel – ideally a female BDM in order to add more diversity within his team. Despite experiencing several challenges including having two candidates being offered the role and subsequently turning the position down, I managed to source and place the candidate into the team. It’s worth noting all three candidates which were offered were female BDMs – which, given that the market is around 80% Male, was quite a challenge.

Case Studies

Case Studies

Placement Profiles

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