Responsibilities include:
- Lead the development and delivery of structured business development plans aligned to service line objectives
- Take a data-led approach to identifying and prioritising new business opportunities
- Work closely with research, data and client development teams to refine targeting strategies
- Identify and assess prospective clients and intermediaries for focused BD engagement
- Utilise CRM systems to drive pipeline management, tracking and reporting
- Enhance BD reporting frameworks and dashboard tools to promote measurable performance
- Drive both cross-selling initiatives and external new client acquisition activity
- Facilitate regular planning and review sessions with service line teams to ensure activity is budgeted, monitored and aligned to commercial objectives
- Translate service-level BD strategies into clear, actionable individual plans with defined responsibilities and targets
- Support the creation and refinement of high-quality marketing collateral
- Assist senior stakeholders with preparation of major pitches and strategic proposals
- Coordinate business development trips, ensuring targeted engagement and effective follow-up
- Identify relevant conferences and industry events, secure speaking opportunities where appropriate and maximise networking impact
- Plan and deliver targeted BD events aligned to growth priorities
- Contribute to internal BD training initiatives to strengthen cross-selling capability and service awareness across the firm
- Monitor BD budgets and expenditure in partnership with service line leadership, providing regular progress updates
- Minimum of 10 years’ experience in business development and marketing within professional services, corporate services, funds or fiduciary sectors
- Demonstrated success in developing and executing impactful BD strategies
- Strong analytical capability with the ability to translate data into actionable growth initiatives
- Confident engaging with senior stakeholders and external clients at all levels
- Proven ability to build effective working relationships across a matrixed organisation
- Excellent written and verbal communication skills
- Experience managing or mentoring BD professionals
- Proactive, solutions-focused and commercially minded approach
- Experience using InterAction or comparable CRM systems
- Degree qualification desirable