Sales & Relationship Management

Executive Assistant – M&A Transactions | Edinburgh | Hybrid workingIf you thrive in fast-moving, high-trust environments and love being at the heart of complex, high-impact work, this could be a standout next step in your EA career.This is a rare opportunity to support a senior commercial leader and an M&A team during live transactions — mergers, acquisitions and strategic deals that genuinely shape the future of the business. You’ll be trusted with sensitive information, relied on during critical moments, and valued as a true partner rather than “just” support.It’s a role for someone who stays calm under pressure, thinks two steps ahead, and enjoys the pace and intensity that comes with deal work.What you’ll be doingYou’ll play a central role across active M&A transactions, providing seamless support from early diligence through to signing and closing. This includes coordinating timelines, managing documentation, supporting data rooms, and keeping everyone aligned when deadlines are tight and priorities shift.You’ll manage complex diaries and meetings involving senior stakeholders and external advisors, ensuring everyone is prepared and briefed. You’ll often be the glue between legal, finance, strategy and external parties, keeping communication flowing smoothly.You’ll also support meetings by capturing actions and decisions, tracking follow-ups, and maintaining clear records. Travel coordination (often at short notice) will be part of the role, as will preparing polished presentations and materials for boards, investment committees and senior executives.Alongside this, you’ll help manage the logistics around deal meetings, workshops, management presentations and signing events — always with an eye for detail and professionalism.Why this role is differentThis isn’t a traditional EA role. You’ll be embedded in live transactions, trusted with confidential information, and relied upon during some of the most important moments in the deal cycle. You’ll work closely with other Executive Assistants, gain real exposure to how deals run behind the scenes, and build experience that few EA roles offer.What we’re looking forYou’ll already have experience supporting senior leaders in a fast-paced, confidential environment — ideally within M&A, corporate development, investment banking, private equity, legal or professional services.You’re highly organised, unflappable under pressure, and naturally proactive. You spot issues before they become problems, manage competing priorities with confidence, and take pride in producing accurate, high-quality work. Strong Microsoft Office skills (especially PowerPoint) are essential, as is discretion, sound judgement and professionalism.Familiarity with transaction processes, deal timelines and executive-level governance would be a strong advantage.Why apply?If you’re looking for a role where you’re genuinely involved, trusted, stretched and valued — and where no two days look the same — this is an opportunity to build a highly credible EA career at the sharp end of commercial decision-making, with the flexibility of hybrid working based in Edinburgh.

Broadgate are working with a global professional services firm looking for an Associate Director to join the team.  The role focuses on driving new business opportunities, enhancing the client experience, and supporting ongoing market expansion initiatives. Responsibilities include: Act as the central point of contact for Europe (primarily London) for new business enquiries, including initial KYC coordination and service onboardingPersonally manage new business opportunities, proactively developing and winning new client relationshipsBuild and maintain strong relationships with internal practice groups to identify and expand service opportunitiesPromote and educate clients, intermediaries, and internal stakeholders on the firm’s service capabilities and value proposition across multiple jurisdictionsServe as an escalation point and problem-solver between clients, internal teams, and professional services partnersMaintain close working relationships with senior leadership, clients, intermediaries, and key support functionsAct as a key intermediary between the business and its existing and prospective client baseSupport and contribute to the Client Relationship Programme in LondonEngage with existing clients to identify and maximise cross-selling and up-selling opportunitiesAssist with business proposals and the development, coordination, and distribution of marketing materials to clients and external intermediariesContribute to ad hoc projects and initiatives as required by senior management Requirements: Proven track record of success in a similar client-facing, relationship management, or business development role within professional or financial servicesStrong commercial awareness and understanding of business growth driversKnowledge of relevant laws and regulatory frameworks in the jurisdictions in which the business operates is preferredDemonstrated ability to think strategically and assess the commercial and operational impact of decisions within a regulated professional services environmentExcellent interpersonal, verbal, and written communication skills, including strong presentation capabilityHighly organised with strong analytical, decision-making, and problem-solving skillsProven experience delivering business development initiatives and contributing to revenue growthAbility to work effectively under pressure and manage competing deadlinesEnergetic, proactive, and solution-oriented mindset with a high level of professionalism Apply with us today!

Executive Assistant to the CFO Our client, a well-established organisation within the financial services sector, is seeking an experienced Executive Assistant to provide high-level support to their Chief Financial Officer. This is a key role within the business, offering exposure to senior leadership and board-level activity in a fast-paced, professional environment. The successful candidate will act as a trusted partner to the CFO, ensuring the smooth coordination of day-to-day priorities while maintaining the highest standards of discretion and organisation. Key ResponsibilitiesProvide end-to-end executive support to the CFO, including complex diary management, travel coordination, and meeting preparationAct as a primary point of contact for senior internal and external stakeholdersPrepare presentations, reports, and briefing materials for executive and board meetingsSupport governance processes, including scheduling meetings and taking minutes where requiredManage correspondence, expenses, and ad-hoc administrative supportAnticipate priorities and proactively manage changing demandsAbout YouProven experience supporting senior executives at C-suite or Director levelBackground within financial services, professional services, or a similar corporate environment preferredExceptional organisational skills with strong attention to detailConfident communicator with a professional and discreet approachAdvanced proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)What’s on OfferHigh-visibility role supporting a senior executiveExposure to strategic and board-level activityCompetitive salary and benefits packageHybrid working model

Product Executive Insurance Hybrid Working - 2-3 days in the office per week 65-70k  Looking for your opportunity to make an impact in your role? In this newly created role, you will work closely with the Head of Product and support them in driving the business forward. It'll be a fast-paced role in a growing company where your expertise can help the business continue to thrive and continue their growth.  Your Role:  Build insights and analytics to identify market trends and opportunities for growth Prepare information packs for partners/clients Create business cases to be presented to existing and potential new clients/partners Build strong relationships with partners/clients ensuring the business gets best in market product and pricing Work closely with underwriting and contact centre teams to ensure customers are provided competitive quotes   About You: Strong Insurance Experience Must be CIP Qualified Technical understanding of Product, Pricing, and Underwriting processes  Reach out  to me if you would like to hear more about this exciting opportunity -  darren.hogan@broadgatesearch.com

We are partnered with a global leader fund administration company looking for a Director – New Business. Responsibilities include:Develop and execute strategic initiatives to secure new mandates and expand the client base.Identify and deliver cross-selling opportunities across existing clients to strengthen relationships and maximise revenue.Build and maintain strong relationships with intermediaries, actively participating in industry events, networks, and conferences.Maintain a detailed understanding of the organisation’s products, services, systems, and capabilities.Manage the full sales lifecycle, from prospecting and client engagement through proposal negotiation and contract execution, ensuring a smooth handover to client service teams.Identify and implement business development initiatives to penetrate new customer segments and geographic markets.Build long-term client relationships through a deep understanding of client needs and the consistent delivery of high-quality service.Monitor industry trends, regulatory developments, market conditions, and competitor activity to identify opportunities and inform sales strategies.Collaborate closely with internal teams, including marketing and client services, to deliver coordinated, client-focused solutions.Conduct targeted market research to identify prospective clients and develop effective strategies to secure new business. Requirements:7–10 years’ relevant industry experience (depending on role seniority), with demonstrable experience in a funds environment at Senior Manager level or above.Proven ability to build and sustain strong client and intermediary relationships, including evidence of clients and intermediaries following the individual across roles or firms.Strong understanding of fund structuring and regulatory frameworks, particularly across private capital strategies (Private Equity, Venture Capital, Private Debt, Real Estate), with the ability to advise clients on the advantages and disadvantages of different jurisdictions.Demonstrated track record of winning new clients and mandates and consistently achieving or exceeding sales targets.Innovative and proactive approach to business development and idea generation.Extensive network and well-established relationships within the funds industry, including key intermediaries and stakeholders.Experience working with fund structures in one or more of the following jurisdictions is advantageous: Jersey, Guernsey, Ireland and/or Luxembourg.Background within fund manager organisations, investor relations, management company administration, consulting, or audit is advantageous.Experience marketing and selling professional services, including leading sales processes, negotiations, and deal closures at CFO, CEO, and board level.Collaborative team player with excellent verbal, written, and presentation skills.Professionally qualified as a Chartered Accountant (or equivalent) and/or holding a relevant business, finance, or economics degree or postgraduate qualification. Apply with us today!

Broadgate are partnered with a leading fund administration company looking for a Business Development Director to support the organisation’s growth objectives across multiple jurisdictions. The role is responsible for developing, executing, and continuously refining the business development. Responsibilities include: Leverage an established network within the alternative funds community to originate, develop, and grow new business opportunities.Represent the organisation confidently and credibly in pitches, presentations, and industry events, communicating with clarity, conviction, and enthusiasm.Act as a trusted commercial advisor, including the ability and willingness to sit on client boards and support clients and colleagues as a pragmatic and commercially minded board member.Contribute to the expansion of the organisation’s product and risk appetite, particularly in high-growth or emerging markets.Demonstrate strong technological awareness, including an understanding of AI and related technologies impacting the alternative funds sector.Clearly articulate the organisation’s technology solutions and translate them into meaningful value propositions for clients. Requirements: Strong commercial acumen, including experience in business case development, reporting, and performance analysis.Results-driven, with a proven ability to deliver in both favourable and challenging market conditions.Demonstrated success in building and managing a client book within a target-driven environment.Highly accountable, with a strong sense of ownership and responsibility.Proven ability to drive engagement and motivate others to achieve business objectives.Client-focused, with a clear understanding of the importance of building and maintaining long-term client relationships and delivering tailored solutions. Apply with us today!

Sales Enablement & Operations Manager | United Kingdom Are you passionate about optimising sales processes and helping teams reach their full potential? We’re looking for a Sales Enablement and Operations Manager to join a fast-growing, ambitious team. In this role, you’ll partner closely with the Chief Growth Officer and the Growth Support team to drive sales effectiveness, streamline operations, and ensure accurate data and reporting across the business. You’ll have the opportunity to shape sales strategy, improve processes, manage cross-functional projects, and lead the Sales Operations team. From optimising CRM systems and dashboards to delivering internal sales communications and reporting on KPIs, your work will directly influence business growth and operational efficiency. Why apply?Lead and develop a small team, helping them thrive while making a real impact on company performance.Work closely with senior leadership, gaining visibility and exposure across multiple business functions.Play a pivotal role in shaping processes and systems that drive revenue growth.Take ownership of projects and initiatives where your ideas and solutions are valued and implemented.What we’re looking for:Experience supporting senior leadership and managing projects.Strong collaboration, problem-solving, and communication skills.Ability to manage multiple priorities and work to tight deadlines.A self-starter who can turn ideas into practical solutions and improvements.If you enjoy being the engine behind a high-performing sales team, helping people and processes succeed, and seeing the tangible impact of your work, this could be the perfect next step in your career.

Sales Enablement & Operations Manager | United Kingdom Are you passionate about optimising sales processes and helping teams reach their full potential? We’re looking for a Sales Enablement and Operations Manager to join a fast-growing, ambitious team. In this role, you’ll partner closely with the Chief Growth Officer and the Growth Support team to drive sales effectiveness, streamline operations, and ensure accurate data and reporting across the business. You’ll have the opportunity to shape sales strategy, improve processes, manage cross-functional projects, and lead the Sales Operations team. From optimising CRM systems and dashboards to delivering internal sales communications and reporting on KPIs, your work will directly influence business growth and operational efficiency. Why apply?Lead and develop a small team, helping them thrive while making a real impact on company performance.Work closely with senior leadership, gaining visibility and exposure across multiple business functions.Play a pivotal role in shaping processes and systems that drive revenue growth.Take ownership of projects and initiatives where your ideas and solutions are valued and implemented.What we’re looking for:Experience supporting senior leadership and managing projects.Strong collaboration, problem-solving, and communication skills.Ability to manage multiple priorities and work to tight deadlines.A self-starter who can turn ideas into practical solutions and improvements.If you enjoy being the engine behind a high-performing sales team, helping people and processes succeed, and seeing the tangible impact of your work, this could be the perfect next step in your career.