Sales & Relationship Management

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.

Business Development Manager — UK/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.

Head of Lead Generation – UK Are you an analytical, strategic, and hands-on leader ready to drive digital growth? We’re looking for a Head of Lead Generation to lead the next phase of digital customer acquisition at a fast-growing, forward-thinking business. This role blends strategy with execution, giving you the opportunity to shape growth, optimise processes, and build a high-performing team. What you’ll do:Lead and scale a team focused on nurturing inbound and outbound opportunities.Own the lead generation strategy and optimise the full acquisition funnel.Use data, analytics, and experimentation to drive measurable results.Collaborate with senior leadership to influence commercial and product strategy.What we’re looking for:Proven experience leading teams that nurture digitally sourced B2B opportunities.Analytical, innovative, and process-driven mindset.Strategic thinker who thrives on data and experimentation.Strong leadership skills with integrity, accountability, and a results-focused approach.Why this role is exciting:You’ll make a tangible impact on growth, build and lead a team of top-tier talent, and shape the strategy for a fast-evolving business at a pivotal stage.

Head of Lead Generation – UK Are you an analytical, strategic, and hands-on leader ready to drive digital growth? We’re looking for a Head of Lead Generation to lead the next phase of digital customer acquisition at a fast-growing, forward-thinking business. This role blends strategy with execution, giving you the opportunity to shape growth, optimise processes, and build a high-performing team. What you’ll do:Lead and scale a team focused on nurturing inbound and outbound opportunities.Own the lead generation strategy and optimise the full acquisition funnel.Use data, analytics, and experimentation to drive measurable results.Collaborate with senior leadership to influence commercial and product strategy.What we’re looking for:Proven experience leading teams that nurture digitally sourced B2B opportunities.Analytical, innovative, and process-driven mindset.Strategic thinker who thrives on data and experimentation.Strong leadership skills with integrity, accountability, and a results-focused approach.Why this role is exciting:You’ll make a tangible impact on growth, build and lead a team of top-tier talent, and shape the strategy for a fast-evolving business at a pivotal stage.

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.