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.
- 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.
