Elliott Snowball

Are you someone who instinctively sees where a sales organisation could be sharper, more disciplined and more effective? This is a high-impact, independent role focused on defining and elevating institutional sales standards. Reporting to the Head of Strategy & Execution — with direct Board exposure — you’ll set the benchmark for what “great” looks like and ensure it’s consistently delivered across the organisation. What you’ll be doing: Defining and maintaining best-in-class institutional sales standardsAuditing sales processes, client interactions and pipeline managementAssessing CRM adoption and usage quality (Salesforce, HubSpot or similar)Benchmarking against industry best practice across B2B / institutional salesIdentifying performance gaps and process inefficienciesDelivering data-driven insights and actionable recommendations to leadershipDriving measurable improvements in sales execution and effectivenessThis role isn’t about producing reports — it’s about raising standards and creating tangible impact. What we’re looking for: 7 years’ experience in sales operations, enablement, management or sales consulting within financial servicesStrong understanding of B2B / institutional sales cyclesProven experience improving or implementing scalable sales frameworksAdvanced CRM expertise (Salesforce, HubSpot or similar)Data-driven, commercially pragmatic mindsetConfidence delivering candid feedback at senior levelGenuine interest in AI and modern sales technology If you enjoy operating independently, influencing senior stakeholders and seeing real change as a result of your work — this could be a genuinely compelling move. If you’d be open to a confidential conversation, reach out to us.

Are you a senior compliance professional ready to take ownership of a full compliance function and work directly with the Board?This is a senior, high-visibility role with full responsibility for leading and maintaining the compliance and anti-financial crime framework, ensuring the business continues to meet all regulatory and legislative obligations.The Role:Act as appointed Compliance Officer & MLROLead the Compliance Monitoring Programme (risk-based approach)Provide clear, practical advice to the Board and senior managementOversee AML/CFT controls including CDD, screening, onboarding and escalationsManage regulatory filings, reporting and data submissionsMonitor regulatory developments and implement necessary enhancementsAct as GDPR representativeAbout You:5 years’ financial services experience, including 3 years in senior ComplianceStrong knowledge of Trust & Corporate Services regulatory frameworksConfident engaging with Boards and regulatorsCommercially aware, pragmatic and solutions-focusedStrong communicator with the ability to influence at senior levelA fantastic opportunity to step into a strategic, Board-facing role where you can truly shape and enhance the compliance function.If you’d be open to a confidential conversation, feel free to message me directly.

Help rebuild the financial backbone of a scaling bank.If you’ve ever wanted to shape how a bank actually runs — not just document it — this is your chance.You’ll sit at the centre of a major finance systems transformation inside a fast-growing, regulated bank. Finance, tech and vendors rely on you to turn complex accounting requirements into ERP solutions that actually work.Some of what you’ll:Map and redesign finance processes across GL, AP, AR and reportingTranslate accounting detail into clear functional specsChallenge scope and bring clarity to senior stakeholdersSupport ERP implementation and ensure accurate financial outputsThis isn’t about simply writing documents. It’s about building finance infrastructure properly — in a bank that needs its systems to keep up.You’ll enjoy this if you understand accounting at a practical level, have worked on ERP or finance system change, and aren’t afraid to challenge when something doesn’t stack up.If you want real influence over how a growing bank’s finance engine operates, let’s talk.

Broadgate are working with an international corporate services provider seeking a Senior Business Development & Marketing professional to join their team on a six-month fixed-term basis. The position entails proactively targeting new opportunities across multiple jurisdictions, focusing on client acquisition, intermediary relationships and referral networks. Responsibilities include:Lead the development and delivery of structured business development plans aligned to service line objectivesTake a data-led approach to identifying and prioritising new business opportunitiesWork closely with research, data and client development teams to refine targeting strategiesIdentify and assess prospective clients and intermediaries for focused BD engagementUtilise CRM systems to drive pipeline management, tracking and reportingEnhance BD reporting frameworks and dashboard tools to promote measurable performanceDrive both cross-selling initiatives and external new client acquisition activityFacilitate regular planning and review sessions with service line teams to ensure activity is budgeted, monitored and aligned to commercial objectivesTranslate service-level BD strategies into clear, actionable individual plans with defined responsibilities and targetsSupport the creation and refinement of high-quality marketing collateralAssist senior stakeholders with preparation of major pitches and strategic proposalsCoordinate business development trips, ensuring targeted engagement and effective follow-upIdentify relevant conferences and industry events, secure speaking opportunities where appropriate and maximise networking impactPlan and deliver targeted BD events aligned to growth prioritiesContribute to internal BD training initiatives to strengthen cross-selling capability and service awareness across the firmMonitor BD budgets and expenditure in partnership with service line leadership, providing regular progress updates Requirements:Minimum of 10 years’ experience in business development and marketing within professional services, corporate services, funds or fiduciary sectorsDemonstrated success in developing and executing impactful BD strategiesStrong analytical capability with the ability to translate data into actionable growth initiativesConfident engaging with senior stakeholders and external clients at all levelsProven ability to build effective working relationships across a matrixed organisationExcellent written and verbal communication skillsExperience managing or mentoring BD professionalsProactive, solutions-focused and commercially minded approachExperience using InterAction or comparable CRM systemsDegree qualification desirable Apply with us today!

Broadgate is partnered with an international trading company looking for a Compliance Officer to join their team. The position is heavily monitoring-led, with the majority of time dedicated to testing, review activity, and regulatory assurance in line with MiFID obligations and wider regulatory standards. Responsibilities include:Own and deliver the annual compliance monitoring programme, ensuring effective coverage throughout the yearPerform ongoing compliance testing and monitoring activities across the businessAssess adherence to MiFID and other applicable regulatory requirementsIdentify, evaluate, and escalate compliance risks, breaches, or control weaknessesProduce clear and timely compliance reports for senior managementTrack regulatory developments and communicate relevant changes internallySupport internal audits, reviews, and regulatory interactions as requiredProvide practical compliance guidance and training to business stakeholdersWork collaboratively with internal teams to resolve compliance findings and enhance controls Requirements:Professional Qualification (PQ) approval by the MFSADegree qualified in Law, Finance, Business, or a related disciplineProven experience in a compliance, risk, or regulatory role within financial servicesSolid working knowledge of MiFID regulationsStrong analytical skills with the ability to interpret regulatory requirements pragmaticallyHighly organised, with the ability to manage priorities independentlyClear and confident communicator, both written and verbalStrong attention to detail and a structured approach to workProfessional compliance qualifications are advantageous but not essential Apply with us today!

Broadgate are partnered with a leader in international corporate services looking to employ a Director of Business Development & Marketing. This senior role combines strategic leadership with hands-on execution to drive sustainable revenue growth, enhance client engagement and strengthen market positioning. Responsibilities include:Co-develop and execute the global BD&M strategy aligned to commercial priorities and broader business objectivesShape sector, product and asset-class growth strategies across jurisdictionsDevelop and implement jurisdiction-specific go-to-market plansAdvise senior stakeholders on targeting, account development and growth opportunitiesStrengthen cross-service collaboration and referral opportunitiesDrive sustainable revenue growth and improve pipeline visibilityDeepen key client relationships and enhance cross-selling initiativesLead high-quality, client-centric RFP and pitch processesPartner with Finance and service leaders on pricing strategy and margin optimisationImprove win rates through structured account planning and opportunity managementDesign and implement a scalable BD&M operating modelOptimise CRM systems, data integrity and reporting dashboardsIntroduce measurable KPIs, ROI metrics and performance tracking toolsDevelop best-practice templates, playbooks and marketing collateralLead process improvements across proposals, targeting and campaign deliveryRefine and strengthen the organisation’s brand positioning and value propositionEnsure consistent and compelling messaging across jurisdictionsLead digital demand generation initiatives including automation and segmentation strategiesOversee SEO/SEM and targeted content campaigns for key client segmentsSupport employer branding initiatives in collaboration with HRLead, mentor and develop a high-performing BD&M teamSet clear objectives, performance standards and development plansEmbed BD capability across the wider business through training and coachingOperate as a hands-on “player-manager,” balancing strategic leadership with practical deliveryEnsure BD&M activities comply with multi-jurisdictional regulatory requirementsMaintain accurate service representation across marketing materialsUphold data privacy, GDPR and information security standardsPartner with Risk & Compliance to ensure appropriate governance Requirements:12 years’ senior BD&M leadership experience within corporate services, fiduciary services, fund administration or related professional servicesDemonstrated success driving commercial growth and leading change initiativesExperience managing offshore and/or multi-jurisdictional teamsStrong expertise in pitching, RFP management, account strategy and CRM optimisationProven ability to build, motivate and scale high-performing teamsStrong commercial acumen with executive-level stakeholder influencing skillsExperience operating in fast-growth or transformational environmentsDegree qualifiedWillingness to travel internationally as required Apply with us today!