Investment Sales Director

AJ Bell is seeking an experienced Investment Sales Director to define and execute the investment sales strategy that drives the adoption and growth of AJ Bell Investments, including funds, MPS and Partnership MPS, across AJ Bell Investcentre and third-party platforms. This is a senior leadership role with accountability for shaping how our investment solutions are positioned, distributed and evolved to meet the changing needs of adviser firms and their clients. Operating at enterprise level, the role combines commercial ownership, strategic influence and disciplined execution. Working closely with the Strategic Partnership Director and Platform Sales Director, the Investment Sales Director will identify and activate new adviser firm segments, unlock cross-selling opportunities between platform and investment propositions and ensure a joined-up approach to distribution across the business. What does the job involve? Sales Strategy & Leadership Define and own the investment sales strategy across funds, MPS and Partnership MPS, aligned to AJ Bell’s broader advised and platform ambitions. Translate strategic objectives into clear, executable plans for Investment BDMs, with defined priorities, target segments and success measures. Set stretching but achievable sales targets and KPIs, holding the team accountable for delivery through robust performance management. Ensure a consistent, professional and senior‑level approach to adviser engagement across all regions and channels. People Management & Capability Development Lead, coach and develop Investment BDMs to operate as trusted, senior‑level partners to adviser firms rather than transactional sales resources. Build capability in areas such as consultative selling, CIP and MPS discussions, partnership distribution and strategic account management. Foster a strong performance culture, underpinned by clear expectations, feedback, development planning and succession thinking. Act as a role model for collaboration, professionalism and customer‑centric behaviour. Adviser & Partner Distribution Work with the Strategic Partnership Director to identify, target and activate new adviser firm segments for AJ Bell investment solutions. Lead senior‑level engagement with strategic adviser firms, influencing CIP design, MPS adoption and long‑term partnership decisions. Identify and develop opportunities for Partnership MPS, including defining the target profile, value proposition and go‑to‑market approach. Represent AJ Bell Investments in key adviser and industry forums where appropriate. Cross‑Selling & Enterprise Collaboration Partner closely with the Platform Sales Director to identify and execute cross‑selling opportunities between platform and investment solutions. Ensure advisers using AJ Bell platforms are aware of, and can easily access, the full AJ Bell investment solution set. Likewise, support investment‑led relationships to expand into broader platform adoption where appropriate. Champion a joined‑up approach across sales teams to avoid duplication, friction or inconsistent messaging. Product & Proposition Development Play a significant role in defining the optimal investment product solution set, informed by adviser feedback, sales insight and market trends. Work closely with the Managing Directors of Advised and Investments to ensure AJ Bell’s funds and MPS propositions remain competitive, scalable and forward‑thinking. Contribute to the evolution of investment solutions in response to: Changing adviser business models Regulatory developments The evolving tax landscape and client needs Act as a key voice of the adviser and distribution community into product, investment and proposition discussions. Governance, Reporting & Risk Maintain oversight of sales activity, pipeline health, inflows and outflows, providing clear and insightful reporting to senior management. Ensure all sales activity is conducted in line with regulatory requirements, internal governance and AJ Bell’s risk appetite.