Commercial

Broadgate specialises in Commercial Recruitment for fund services, FinTech, private markets and digital assets businesses across Europe and North America. We help organisations hire commercial leaders and revenue-generating professionals who shape financial services.

Commercial growth across financial services has evolved to a point where firms are no longer selling standalone services. They’re delivering integrated technology, data and operational solutions to an increasingly sophisticated asset management market.

Broadgate partners with fund services, FinTech, private markets and digital assets businesses to recruit the commercial professionals behind that growth. From Chief Commercial Officers and Business Development leaders to Client Services and Relationship Management specialists, we help organisations build teams that can create sustainable commercial value.

Our Commercial division understands the markets our clients operate in and the commercial challenges they face. Whether supporting an established fund administrator, a scaling technology platform or an ambitious digital assets business, we connect organisations with professionals who combine sector expertise with the credibility to build trusted client relationships.

Looking to Hire the Best Commercial Talent on the Market?

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Hoping to find a new career?

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Why Choose Broadgate for Commercial Recruitment?

Broadgate helps clients recruit beyond exact title and product matches. We assess adjacent market experience, buyer relationships, technical understanding and the ability to translate complex products into a credible commercial proposition. This gives growing businesses access to candidates who can enter new markets, build trust with asset managers and create revenue around products that have no established hiring blueprint.

Established fund administrators may need professionals with proven client relationships, sector knowledge and a track record of winning business in the asset management market. FinTech and digital assets businesses often face a different problem. Their products are new, the relevant talent pool is still forming, and there may be no candidate with direct experience of selling the solution.

Broadgate’s commitment to business protection means we help clients assess commercial capability, market credibility and long-term suitability, which reduces the risk of appointing someone whose network looks strong on paper but does not match the product, buyer or growth strategy.

People partner with Broadgate for:

Specialist Commercial Recruitment expertise across fund services and financial technology
Talent mapping across adjacent and converging markets
Access to established relationship-led professionals and emerging technology sellers
Assessment of transferable sector knowledge, buyer access and product credibility
Market intelligence on compensation, competitor hiring and candidate availability
Permanent recruitment, interim solutions, retained search and executive appointments

Specialisation: Commercial Talent Across the Full Revenue Lifecycle

Broadgate supports organisations at every stage of growth, from senior leadership appointments through to the client-facing, product and revenue roles that turn strategy into commercial performance.

Commercial Leadership

These appointments shape commercial strategy, set revenue priorities and align sales, partnerships, client services and product teams around the organisation’s growth plans.

Chief Commercial Officer
Chief Revenue Officer
Commercial Director
VP Commercial
Head of Commercial

Business Development and Revenue Growth

These professionals identify new opportunities, build routes to market and convert complex products or services into credible propositions for asset management clients.

Business Development Director
Business Development Manager
Sales Director
Enterprise Account Executive
Strategic Partnerships Director
Head of Partnerships

Client Services and Relationship Management

These roles protect client value after the initial sale. They support retention, strengthen senior relationships and help organisations expand key accounts over time.

Client Director
Head of Client Services
Relationship Director
Senior Relationship Manager
Customer Success Director
Strategic Account Manager

Solutions and Go to Market

These professionals connect product capability with client need. They help buyers understand technical value, support complex sales processes and bring new propositions to market.

Head of Solutions
Solutions Consultant
Solutions Architect
Product Marketing Manager
Head of Bids and RFP

Build a Commercial Team That Understands Regulated Financial Services

The strongest commercial teams do more than generate revenue. They build trusted client relationships, navigate complex regulatory environments and create sustainable growth across banking, payments, asset management, insurance and fintech.

Broadgate is a specialist commercial recruitment partner for regulated financial services, connecting organisations with exceptional sales, relationship management, business development and fund administration professionals. Whether you’re hiring a single strategic leader or building an entire commercial function, we combine deep market knowledge, extensive talent networks and an advisory-led approach to help you secure the right people.

Speak to Broadgate today to discuss your hiring plans, request market insight or discover how we can help you build a high-performing commercial team.

Contact Broadgate

Supporting Commercial Recruitment Across Financial Services

From commercial leaders driving revenue to risk, compliance, legal and transformation professionals protecting the business, Broadgate helps organisations build the teams they need to grow with confidence.

Explore how Broadgate supports hiring across financial and professional services.

Risk

Legal, Compliance & Financial Crime

Accounting

Commercial

Transformation & Change

MEET THE TEAM

Meet Ben

Ben Adams

Co-Founder and Managing Director

Meet Elliott

Elliott Snowball

Business Manager

Meet Scarlett

Scarlett Worthington

Recruitment Consultant

Meet Callum

Callum Dudrenec

Executive Consultant

LATEST JOBS

London, Greater London, South East, England

Senior Sales Director

PermanentCompetitive

Senior Sales Director - Private Markets Technology Our client is a fast-growing, regulated technology business transforming how the private markets industry operates. Following continued international growth, they are seeking an experienced Senior Sales Director to drive new business acquisition across the global private markets sector.The OpportunityThis is a senior, high-impact commercial role focused on winning new enterprise clients across the private markets ecosystem. The successful candidate will leverage an established industry network to build relationships with senior decision-makers and position innovative technology solutions that improve operational efficiency, enhance investor experiences and modernise fund infrastructure.This is a true business development role suited to someone who enjoys opening doors, developing strategic relationships and closing complex enterprise sales.Key ResponsibilitiesDevelop new business opportunities across the private markets industry, including private equity, private credit, real assets, venture capital and other alternative investment managers.Build relationships with senior stakeholders including CFOs, Finance Directors, Group Financial Controllers, Heads of Operations, Investor Relations leaders, Compliance professionals and Finance Transformation teams.Manage complex enterprise sales cycles from initial engagement through to negotiation and close.Identify opportunities to improve operational workflows through technology and communicate clear commercial value propositions.Work closely with internal product and implementation teams to deliver successful client outcomes.Maintain a strong understanding of industry trends, market developments and client challenges within private markets.About YouWe're interested in speaking with commercially successful professionals who have:A strong track record of selling enterprise solutions into the private markets industry.An established network across alternative investment managers and the wider private markets ecosystem.Experience engaging both commercial decision-makers and operational stakeholders.A background selling complex B2B solutions such as financial technology, fund services, data platforms, software or outsourced operational solutions.A consultative, relationship-led approach combined with a proven ability to win new business.Strong commercial acumen with experience leading value-based sales conversations.Ideal ExperienceYou will ideally have experience working with or selling to organisations such as:Private equity firmsPrivate credit managersVenture capital firmsReal assets managersSecondaries investorsMulti-manager and fund-of-funds businessesInstitutional investorsFund administratorsCustodiansOutsourced finance providers and other private markets service firmsA solid understanding of private markets structures, fund operations and investor onboarding processes would be highly advantageous.

Elliott Snowball

Posted 6 days ago

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Jersey Channel Islands, Channel Islands, England

Commercial Director - Private Client

PermanentCompetitive

Role OverviewA leading independent financial and fiduciary services provider is seeking a high-caliber Commercial Director to lead growth and client acquisition within their Private Client and Family Office division.Reporting directly to the CCO, you will drive the business development strategy, manage key intermediary and UHNW client relationships, and oversee the BD/Marketing function. You will also serve as a principal officer and client director on complex structures, ensuring top-tier service delivery and robust corporate governance.Key ResponsibilitiesBusiness Development & Growth: Lead the strategy to win new UHNW client relationships, manage pipeline opportunities, lead pitching/pricing discussions, and expand the brand across core markets (including the Middle East).Fiduciary & Client Management: Serve as a client director on complex, high-risk family office structures, acting as a trusted advisor on fiduciary, technical, and governance matters.Leadership & Team Mentoring: Lead and develop the BD function, while mentoring client administration teams to maintain high service standards and commercial awareness.Operational & Financial Oversight: Contribute to overall business strategy, manage unit budgets, drive process efficiencies, and chair key internal committees.RequirementsExperience: Minimum 8+ years in a senior leadership/business development role within an offshore financial services or private client environment.Network: Strong existing intermediary network, with proven expertise in global family office structures and private client solutions (Middle East regional experience preferred).Qualifications: Relevant professional qualification required (e.g., STEP, ICSA/CGANI, ACA, ACCA, or equivalent).Technical Expertise: Deep knowledge of offshore company law, trust structures, corporate governance, compliance, and regulatory risk.Skills: Outstanding commercial acumen, proven pitching/presentation capability, and strong team leadership abilities.What’s On OfferHighly competitive base salary plus discretionary bonus.Generous holiday allowance (30 days standard + additional wellbeing leave).Comprehensive health, life, and critical illness cover.Full support for ongoing professional development and qualifications.

Elliott Snowball

Posted 6 days ago

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London, Greater London, South East, England

Director – Business Development (Funds)

PermanentCompetitive

Director – Business Development (Funds)Location: London or Channel Islands (Hybrid)Salary: Highly Competitive + Bonus + BenefitsOur client is a leading independent provider of fund, corporate and private wealth administration services, supporting investment managers and institutional clients across multiple international jurisdictions.Due to continued growth, they are looking to appoint an experienced Director – Business Development to drive the acquisition of new fund administration mandates and expand relationships with fund managers, investment firms and professional intermediaries.This is a senior commercial role suited to an established business development professional with an extensive network across the private capital industry and a proven track record of winning complex mandates.The RoleWorking closely with senior leadership, you will be responsible for developing new client relationships, generating revenue opportunities and strengthening the firm's market presence across the private funds sector.Key responsibilities include:Developing and executing business development strategies to win new fund administration mandates.Identifying opportunities to expand relationships with existing clients through additional service offerings.Building and maintaining strong relationships with fund managers, legal firms, investment consultants and other professional intermediaries.Managing the full business development lifecycle, from identifying opportunities through to proposal development, negotiation and successful onboarding.Representing the business at industry conferences, networking events and client meetings.Identifying new markets, sectors and client segments to support long-term growth.Working collaboratively with client service, marketing and operational teams to deliver tailored client solutions.Monitoring market trends, competitor activity and regulatory developments to identify commercial opportunities.About YouThe successful candidate is likely to possess:Significant experience within the funds industry, with a strong understanding of fund administration or related financial services.A demonstrable track record of winning new business and delivering sustained revenue growth.An established network of relationships across investment managers, institutional investors and professional intermediaries.Experience managing complex sales processes involving senior decision-makers, including C-suite executives and boards.Excellent commercial judgement, negotiation and relationship management skills.The ability to develop long-term partnerships built on credibility and trust.Strong presentation and communication skills, with confidence engaging senior stakeholders.What's on OfferOpportunity to join a highly respected international financial services organisation.A senior, client-facing commercial leadership role with significant autonomy.Exposure to high-profile investment managers and institutional clients.Competitive salary, performance-related bonus and comprehensive benefits package.Flexible and hybrid working arrangements.Clear opportunity to influence the continued growth of an ambitious business.This is an outstanding opportunity for a commercially driven professional looking to leverage their industry relationships within a high-quality, client-focused organisation that continues to invest in growth across the international private funds market.

Elliott Snowball

Posted 6 days ago

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Luxembourg

Business Development Director

PermanentCompetitive

Business Development Director Our client is a fast-growing, regulated technology business transforming how the private markets industry operates. Following continued international growth, they are seeking an experienced Business Development Director to drive new business acquisition across the global private markets sector and help to grow their Luxembourg operation. The OpportunityThis is a senior, high-impact commercial role focused on winning new enterprise clients across the private markets ecosystem. The successful candidate will leverage an established industry network to build relationships with senior decision-makers and position innovative technology solutions that improve operational efficiency, enhance investor experiences and modernise fund infrastructure.This is a true business development role suited to someone who enjoys opening doors, developing strategic relationships and closing complex enterprise sales.Key ResponsibilitiesDevelop new business opportunities across the private markets industry, including private equity, private credit, real assets, venture capital and other alternative investment managers.Build relationships with senior stakeholders including CFOs, Finance Directors, Group Financial Controllers, Heads of Operations, Investor Relations leaders, Compliance professionals and Finance Transformation teams.Manage complex enterprise sales cycles from initial engagement through to negotiation and close.Identify opportunities to improve operational workflows through technology and communicate clear commercial value propositions.Work closely with internal product and implementation teams to deliver successful client outcomes.Maintain a strong understanding of industry trends, market developments and client challenges within private markets.About YouWe're interested in speaking with commercially successful professionals who have:A strong track record of selling enterprise solutions into the private markets industry.An established network across alternative investment managers and the wider private markets ecosystem.Experience engaging both commercial decision-makers and operational stakeholders.A background selling complex B2B solutions such as financial technology, fund services, data platforms, software or outsourced operational solutions.A consultative, relationship-led approach combined with a proven ability to win new business.Strong commercial acumen with experience leading value-based sales conversations.Ideal ExperienceYou will ideally have experience working with or selling to organisations such as:Private equity firmsPrivate credit managersVenture capital firmsReal assets managersSecondaries investorsMulti-manager and fund-of-funds businessesInstitutional investorsFund administratorsCustodiansOutsourced finance providers and other private markets service firmsA solid understanding of private markets structures, fund operations and investor onboarding processes would be highly advantageous.

Elliott Snowball

Posted 6 days ago

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London, Greater London, South East, England

Sales Lead - Technology Consulting

Permanent£100000 - £120000 per annum

Sales Lead – Professional Services (Technology & Business Process Services)Broadgate's client is a growing global technology and professional services business supporting financial institutions with digital transformation and operational improvement initiatives. Due to continued growth and a strong pipeline of opportunities, they are seeking a Sales Executive to drive new business across banking, wealth management and asset management clients, working closely with consulting, solution and sales teams.ResponsibilitiesGenerate new business opportunities across banking, wealth management and asset management clients.Build and manage a pipeline of qualified prospects through targeted business development, networking and industry engagement.Lead the full sales cycle from initial outreach through to proposal, negotiation and close.Work closely with consulting, solution and sales teams to identify client needs and develop tailored solutions.Contribute to the continued growth of the Professional Services business across the UK and wider EMEA region.Essential ExperienceProven track record in new business sales within technology services, professional services, consulting or business process outsourcing environments.Experience selling into banking, wealth management, asset management, fintech or wider financial services organisations.Experience selling technology, digital transformation, IT consulting, cloud, data, business process services or related solutions, with the ability to communicate complex offerings to senior stakeholders.

Scarlett Worthington

Posted 13 days ago

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Belfast, Northern Ireland

Private Client Senior Manager - Ireland

Permanent£65000 - £75000 per annum

Private Client Tax Senior Manager | Belfast - HybridAdvisory-Focused Role | Full Client Ownership This is an exciting opportunity for a Private Client Tax Manager to join a highly regarded professional services firm, taking on a genuinely advisory-led role with full ownership of a diverse client portfolio. This position offers the chance to move beyond pure compliance and step into a role where you will lead on complex advisory work, build long-term client relationships, and play an active role in developing junior team members and contributing to business growth. It’s a great opportunity for someone who enjoys combining technical expertise with client interaction, commercial thinking, and people development. The Role In this role, you will take ownership of a portfolio of private clients, delivering high-quality advisory services across areas such as inheritance tax, capital gains tax, trusts, estates, and succession planning. You will act as a trusted advisor to clients, building strong, long-term relationships and becoming their main point of contact for complex personal tax matters. You will also:Lead and deliver complex private client advisory work end-to-endManage and develop client relationships, providing proactive, trusted adviceIdentify opportunities for new advisory work and contribute to business developmentOversee multiple assignments, ensuring high-quality delivery and strong client serviceReview and sign off complex compliance work where requiredCollaborate with wider teams to deliver joined-up client solutionsMentor and support junior team members in their technical and professional developmentTake responsibility for engagements from initial opportunity through to delivery and billingAbout You To be successful in this role, you will have:Strong experience in private client tax within a professional services environmentA clear focus on advisory work, alongside compliance experienceProfessional qualification (CTA, ACA/CA, ATT, STEP or equivalent)Experience managing client relationships directly and confidentlyStrong organisational skills with the ability to manage multiple projectsExperience mentoring or supporting junior team membersA commercial mindset with the ability to spot and develop opportunitiesExcellent communication skills and confidence working with clientsThe ability to work independently and take full ownership of your portfolioExposure to international tax matters and UK/Ireland cross-border work would be advantageous but not essential.

Amanda Dolan

Posted 14 days ago

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Belfast, Northern Ireland

Private Client Senior Manager - Ireland

Permanent£65000 - £75000 per annum

Private Client Tax Manager | Belfast - HybridAdvisory-Focused Role | Full Client Ownership This is an exciting opportunity for a Private Client Tax Manager to join a highly regarded professional services firm, taking on a genuinely advisory-led role with full ownership of a diverse client portfolio. This position offers the chance to move beyond pure compliance and step into a role where you will lead on complex advisory work, build long-term client relationships, and play an active role in developing junior team members and contributing to business growth. It’s a great opportunity for someone who enjoys combining technical expertise with client interaction, commercial thinking, and people development. The Role In this role, you will take ownership of a portfolio of private clients, delivering high-quality advisory services across areas such as inheritance tax, capital gains tax, trusts, estates, and succession planning. You will act as a trusted advisor to clients, building strong, long-term relationships and becoming their main point of contact for complex personal tax matters. You will also:Lead and deliver complex private client advisory work end-to-endManage and develop client relationships, providing proactive, trusted adviceIdentify opportunities for new advisory work and contribute to business developmentOversee multiple assignments, ensuring high-quality delivery and strong client serviceReview and sign off complex compliance work where requiredCollaborate with wider teams to deliver joined-up client solutionsMentor and support junior team members in their technical and professional developmentTake responsibility for engagements from initial opportunity through to delivery and billingAbout You To be successful in this role, you will have:Strong experience in private client tax within a professional services environmentA clear focus on advisory work, alongside compliance experienceProfessional qualification (CTA, ACA/CA, ATT, STEP or equivalent)Experience managing client relationships directly and confidentlyStrong organisational skills with the ability to manage multiple projectsExperience mentoring or supporting junior team membersA commercial mindset with the ability to spot and develop opportunitiesExcellent communication skills and confidence working with clientsThe ability to work independently and take full ownership of your portfolioExposure to international tax matters and UK/Ireland cross-border work would be advantageous but not essential.

Amanda Dolan

Posted 17 days ago

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Edinburgh, City of Edinburgh, Scotland

Paraplanner

PermanentCompetitive

Paraplanner Hybrid Working | Edinburgh An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business. This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service. This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment. The Opportunity You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience. The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment. Key ResponsibilitiesSupport Financial Planners by providing technical analysis and client solutionsConduct research, analysis and due diligence on client holdings and recommendationsPrepare technical calculations and cashflow modelling reportsProduce high-quality suitability reports aligned to client objectives and recommendationsBuild and maintain strong client relationships, acting as a key point of contact throughout the client journeyAttend client meetings where appropriateIdentify information required to develop comprehensive financial plansWork closely with Client Services teams to ensure recommendations are accurately implementedEnsure planners and clients receive timely updates throughout the advice processReview client files and ensure work is completed to regulatory and compliance standardsSupport continuous improvement initiatives across the businessMaintain up-to-date knowledge of legislation, regulation and industry best practiceAbout YouPrevious experience working as a Paraplanner or within a similar technical financial planning roleStrong understanding of financial planning products, solutions and technical calculationsExperience analysing client portfolios and producing suitability reportsAbility to work to deadlines while maintaining exceptional attention to detailStrong written and verbal communication skillsExcellent organisational and problem-solving abilitiesComfortable building relationships with clients and internal stakeholdersSelf-motivated with the ability to work independently and as part of a wider teamCommitted to ongoing professional development and continuous learningQualificationsCII Diploma in Regulated Financial Planning (DipPFS) desirableWorking towards CII Advanced Diploma in Financial Planning preferred3–4 years' relevant financial planning or paraplanning experienceWhy Apply?Join a collaborative and client-focused wealth management businessWork closely with experienced Financial Planners and advisersGain exposure to complex financial planning cases and client portfoliosStrong commitment to professional development and qualifications supportOpportunity to contribute ideas and influence business improvementsHybrid working environment and supportive team cultureClear long-term career progression opportunitiesIf you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.

Riyaadh George

Posted 20 days ago

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