Sales & Relationship Management

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.

Regional Business Manager  Full Time | Permanent Location: Dublin  Our client, a well-established life and pensions provider, is seeking an experienced Regional Business Manager to drive growth across the Irish broker market. Reporting to the Chief Growth Officer, this is a senior commercial role focused on developing broker relationships, delivering sales performance, and executing regional distribution strategy. The successful candidate will lead broker engagement activity, oversee a team of Broker Consultants, and contribute to market insight and strategic planning. Key Responsibilities:Deliver regional sales targets and support nationwide key accountsBuild and deepen relationships with life & pensions brokers and industry bodiesLead, mentor and develop Broker ConsultantsMonitor sales performance, budgets and forecastingIdentify market trends, risks and growth opportunitiesRepresent the business at broker and industry eventsSupport product training and commercial initiativesExperience & Qualifications:10 years’ sales experience within the Irish life insurance market5 years in a senior commercial or sales leadership roleProven track record of achieving revenue and growth targetsQFA and/or CFP qualification essentialStrong knowledge of pensions, investments and protection productsStrategic thinker with strong stakeholder management capabilityThis is a high-impact leadership opportunity within a respected and growing financial services organisation, offering strong visibility and influence across the business.

HR Consultant – Consultancy Environment | Belfast (Hybrid) | £32,000k–£36,000k plus benefits Are you an HR professional ready to step into a true consultancy role? This opportunity sits within a fast-paced, client-facing HR consultancy environment where you’ll support multiple organisations across a broad range of HR matters. About the Role: This is not a traditional in-house HR position. As an HR Consultant, you’ll partner with different clients, advising and delivering across recruitment, onboarding, employee relations (grievances, disciplinaries, performance management), redundancies, and broader people matters. You’ll need to be adaptable, commercially aware, and confident managing varied client environments. No two days will look the same. What We’re Looking For:1–2 years of HR experienceA genuine interest in developing within a consultancy settingComfortable operating in a fast-paced, multi-client environmentStrong communication and stakeholder management skillsAble to manage competing priorities and context-switch effectivelyWhat’s on Offer:£32,000k–£36,000k salary plus benefitsHybrid working (up to 2 days in the office)Exposure to diverse industries and complex HR challengesClear opportunity to grow your consultancy capability and progress your HR careerIf you’re looking to move beyond a traditional HR role and develop as a consultant, this could be the perfect next step. Apply now to find out more.

Learning & Development Consultant – People & Management Development | Belfast We’re looking for a hands-on Learning & Development Consultant to deliver engaging, practical workshops that help people and managers perform at their best. This is behavioural, facilitation-driven learning — not slide-led training. What You’ll Do:Deliver interactive workshops on communication, presentation, leadership readiness, managing difficult conversations, stakeholder engagement, and managing upFacilitate half-day, full-day, and “lunch & learn” sessions, both in-person and virtuallyManage your own client portfolio, tailoring sessions to client needsAdapt quickly to different organisations and environments, including regular travelWho We’re Looking For:Experienced in facilitating L&D workshops end-to-endConfident leading groups and handling challenging audiencesSkilled in behavioural/soft skills trainingComfortable working at pace and in multiple client environmentsFlexible and open to travel, with a can-do, problem-solving mindsetTeam & Culture: You’ll join a small, supportive team that values autonomy, collaboration, and shared learning. Passion for people development is key — we care about creating real impact. Growth: There’s a clear progression pathway into management and leadership development programmes, with opportunities to take on senior projects as the team grows. If you love facilitating growth, thrive in dynamic environments, and enjoy making a real difference, we want to hear from you.

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!

Sales Development Representative (SDR) Glasgow | Hybrid Working We’re working in partnership with a dynamic, growth-driven professional services firm looking to appoint a talented Sales Development Representative to join their established Lead Generation team. This is a high-impact role suited to a confident outbound sales professional who thrives on opening doors, building senior-level relationships and directly influencing revenue growth. You’ll sit at the forefront of the firm’s commercial strategy, playing a key role in driving pipeline and supporting continued expansion across Scotland. If you enjoy meaningful conversations over transactional selling — and want your performance to be visible and valued — this could be the opportunity for you. The Role As an SDR, you’ll act as the first point of contact for prospective clients, creating opportunities through intelligent outreach and targeted engagement. You will:Execute strategic outbound campaigns across carefully mapped target marketsEngage senior decision-makers including CEOs, MDs, CFOs and business ownersConvert inbound enquiries into well-qualified commercial opportunitiesIdentify client needs and position relevant services effectivelyQualify prospects against agreed criteria and secure high-quality meetings (virtual and in-person)Maintain accurate CRM records to ensure full visibility of activity and pipelineSupport follow-up communications and nurture activitySpot cross-service opportunities and add commercial value wherever possibleEnsure seamless handover of qualified opportunities to Business Development and service teamsYour contribution will directly influence pipeline strength and revenue performance. What We’re Looking ForMinimum 3 years’ experience in an SDR, BDR or outbound lead generation roleProven background in B2B sales, ideally within professional or financial servicesStrong track record of booking high-quality meetings with senior stakeholdersConfident, credible communication style with excellent objection-handling abilityComfortable working to targets in a structured, performance-driven environmentExperience using CRM platforms and modern sales toolsHighly organised with strong time management skillsSelf-sufficient yet collaborative in team environmentsPersonal Attributes for SuccessCommercially aware and naturally curiousEnergetic, proactive and resilientResults-driven with strong personal accountabilityProfessional, articulate and relationship-focusedDetail-oriented with a strong follow-through mindsetThis is a fantastic opportunity to join a firm with strong market presence, clear growth ambitions and a culture that values performance and initiative. If you’re ready to take ownership of your pipeline and make a tangible commercial impact, we’d love to speak with you.WHY TOP TALENT CHOOSES THIS FIRM This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out. → Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success. → Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability. → A culture built on trust, not hierarchy High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued. → A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future. → Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice. In short, if you are looking for: • Faster progression with meaningful responsibility • Smart, supportive colleagues who care about quality and outcomes • Challenging, impactful work with clients who value your expertise • A workplace where your voice truly matters  …this is a place to build a career you can be proud of – professionally and personally.

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!

Business Development Manager — London/ZugFull-time | Permanent | United Kingdom/SwitzerlandOverviewAn ambitious and fast-growing financial services organisation operating at the intersection of traditional finance and digital assets is seeking a driven Business Development Manager to accelerate expansion across the UK market.This role is built for a commercially focused self-starter who thrives on winning new business, opening doors, and converting opportunities into long-term client relationships. You will play a central role in identifying prospects, building pipeline, and executing acquisition strategies targeting professional and semi-institutional investors.This is not an account-maintenance position — success in this role depends on energy, persistence, and a proactive hunting mindset.The OpportunityYou will take ownership of new client acquisition across key segments including family offices, external asset managers, digital asset service providers, and similar professional intermediaries. Working closely with internal product and compliance teams, you’ll guide prospects through onboarding while positioning differentiated financial and digital investment solutions.Key ResponsibilitiesDrive revenue growth by proactively sourcing and converting new client opportunities across the UKBuild and maintain a strong pipeline through outreach, networking, referrals, and market engagementDevelop strategic partnerships with wealth professionals and intermediariesUnderstand client needs through structured discovery and present tailored solutionsRepresent the organisation at industry events, conferences, and targeted networking forumsCollaborate internally to ensure smooth onboarding and high-quality client experienceTrack market developments, competitor positioning, and regulatory trends to refine acquisition strategiesCandidate ProfileMinimum 5 years’ experience within private banking, wealth management, or financial services business development in the UKDemonstrated success in new client acquisition and revenue generationClear evidence of a hunter mindset, proactive prospecting, persistence, and deal-closing focusStrong network within professional investor or intermediary communities preferredSolid understanding of investment products and emerging digital asset marketsExcellent communication, commercial judgement, and relationship-building capabilityFluent English required; additional European languages advantageousWhy Consider This RoleHigh-impact position with visibility and ownership of growth initiativesExposure to an evolving and innovative segment of financial servicesCollaborative, performance-oriented environment where initiative is valuedOpportunity to shape market presence and develop strategic relationshipsIf you’re motivated by building pipelines, winning mandates, and expanding market footprint rather than maintaining inherited accounts, this role offers the platform to make a tangible impact.