Sales & Relationship Management

Expert Sales & Relationship Management Recruitment Solutions for the UK, Ireland, Germany, Luxembourg, Switzerland, and the US

​Broadgate’s Sales and Relationship Management team focus on placing world-class talent into leading firms across the UK, Ireland, the US, and the DACH and Benelux regions.

Our recruitment consultants specialise in sourcing qualified, culturally aligned candidates for organisations across banking, insurance, and investment. From interim sales directors and business development managers to C-suite appointments in global

financial institutions, we connect you with high-performing professionals who understand the nuances of complex, regulated markets.

Whether you’re searching for a new Sales and Relationship Management position or hoping to strengthen your talent pipeline with defensible talent, Broadgate’s bespoke recruitment services are fully equipped to support your unique needs.

Contact the team today to find out more about how we can support your Sales and Relationship Management requirements in both a permanent and contract capacity.

Roles we support include:

Portfolio Management

Relationship Management

Client Advisors

Business Development

Fund Sales

Fundraising

MEET THE TEAM

Ben Adams

Co-Founder and Managing Director

Elliott Snowball

Business Manager

Scarlett Worthington

Recruitment Consultant

Callum Dudrenec

Principal Consultant

Tyla Ritchie

Researcher

Melanie Smit

Senior Search Consultant

Riyaadh George

Recruitment Search Consultant

 

LATEST JOBS

Belfast, Northern Ireland
Learning & Development Consultant
Learning & Development Consultant – People & Management Development | Belfast | Up to £36,000 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 isn’t slide-led training — it’s interactive, behavioural learning that drives real impact. What you’ll do: • Facilitate workshops on leadership, communication, presentation skills, managing difficult conversations, stakeholder engagement, and more • Deliver sessions in-person and virtually — half-day, full-day, or “lunch & learn” formats • Manage your own client portfolio, tailoring sessions to different organisations • Adapt quickly to varied client environments with some travel Who we’re looking for: • Experienced in delivering L&D workshops end-to-end • Confident leading groups and handling challenging audiences • Skilled in behavioural/soft skills training • Comfortable working at pace across multiple client environments • Flexible and open to travel Why this role: • Salary up to £36,000 benefits • Join a supportive, collaborative team passionate about people development • Clear progression into management and leadership development projects • Make a visible impact in a fast-paced consultancy environment Please note: This role cannot offer visa sponsorship — applicants must have the right to work in the UK. If you’re passionate about facilitating growth, enjoy dynamic environments, and want to make a real difference, we’d love to hear from you.
Amanda DolanAmanda Dolan
Northern Ireland
HR Consultant
HR Consultant – Consultancy Environment | Belfast (Hybrid) | Up to £35,000 Benefits We’re supporting a growing HR consultancy in Belfast with the appointment of an HR Consultant to join their team. This role offers the opportunity to work in a client-facing environment, supporting a range of organisations with day-to-day HR matters and people-related challenges. The Role This is not a traditional in-house HR position. As an HR Consultant, you’ll work with multiple clients, advising and supporting across a broad range of HR activities including recruitment, onboarding, employee relations matters (such as disciplinaries, grievances and performance management), redundancies and general HR guidance. The role requires someone adaptable, organised and confident managing different client environments, as priorities can change quickly and no two days will be the same. Requirements • CIPD qualified (essential) • Previous HR experience based in Belfast • Around 1–2 years’ HR experience • Strong communication and stakeholder management skills • Comfortable working in a fast-paced, multi-client environment Please note this role cannot offer visa sponsorship, so applicants must already have the right to work in the UK. What’s on Offer • Salary up to £35,000 plus benefits • Hybrid working (up to 2 days in the office) • Exposure to a wide variety of industries and HR challenges • Opportunity to build experience in a consultancy environment and continue developing your HR career If you’re looking to step into a more varied, client-facing HR role and develop your consultancy skills, this could be a great next move.
Amanda DolanAmanda Dolan
London, Greater London, South East, England
Managing Director - Business Development
We are looking for an experienced commercial leader to take ownership of growth strategy within a global investment services platform. In this role, you will help shape commercial direction, strengthen client relationships, and drive revenue growth across a broad client base. You will work closely with senior stakeholders across product, operations and technology, ensuring commercial strategy remains aligned with client needs and evolving market opportunities. In this role, you will:Lead the commercial growth strategy, expanding revenue across both new and existing client relationships.Identify and develop new market opportunities, including client segments, service offerings and geographic expansion.Build and maintain a pipeline of strategic client opportunities and partnerships.Lead and develop a high-performing commercial team, setting clear objectives and driving performance.Oversee the development of tailored proposals and commercial solutions for complex client mandates.Strengthen relationships with existing clients, identifying opportunities to expand services and increase wallet share.Work closely with product, operations and technology teams to ensure services remain aligned with client needs.Contribute to product development priorities and go-to-market strategy.Stay close to industry trends, competitor activity and regulatory developments to inform strategic decisions.Report on commercial performance, including revenue growth, client acquisition and retention. Required for this role:20 years’ experience within alternatives, investment services or a related financial services environment.A strong track record of driving business development and commercial growth.Experience leading commercial or sales teams within complex financial services organisations.The ability to build relationships and influence senior stakeholders, clients and partners.A strategic mindset combined with a practical approach to delivering results.  If you’d be open to a confidential conversation, apply directly today.
Elliott SnowballElliott Snowball
London, Greater London, South East, England
Commercial Innovation Lead
We are looking for an experienced commercial strategist to lead innovation and new service development within a global investment services platform. In this role, you will focus on identifying market opportunities, shaping new offerings, and supporting the launch of services that support long-term business growth within the private markets and fund administration space. Working closely with senior leaders across commercial, operations, technology and compliance, you will take ideas from concept through to launch and play a key role in shaping future product strategy. In this role, you will:Identify new market opportunities by analysing industry trends, client demand and competitor activity.Develop business cases and commercial models for new products, services and market expansion.Design and structure new service offerings aligned with client needs.Collaborate with operations, technology, legal and compliance teams to bring new solutions to market.Lead the launch and go-to-market strategy for new products and services.Support the commercial team with client engagement and sales enablement.Monitor performance and client feedback to refine and evolve new offerings.Act as a subject matter expert on innovation, contributing to the organisation’s broader growth strategy. Requirement for the role:15–20 years’ experience within private markets, fund administration, or a related financial services environment.Exposure to product development, commercial strategy or market expansion initiatives.Strong strategic and analytical thinking, with the ability to translate ideas into practical commercial solutions.The ability to influence senior stakeholders and work across multiple teams.Strong communication and relationship-building skills. If you’d be open to a confidential conversation, apply directly today.
Elliott SnowballElliott Snowball
Greater London, South East, England
Sales QA Controller
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.
Elliott SnowballElliott Snowball
Dublin, County Dublin, Ireland
Regional Business Manager
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.
Conor MurphyConor Murphy
London, Greater London, South East, England
Senior Business Development & Marketing Manager
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!
Elliott SnowballElliott Snowball
Glasgow, Glasgow City, Scotland
Commercial Executive
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.
Amanda DolanAmanda Dolan