Job Description

The role of business development is to originate and manage relationships with high quality, long-term and profitable clients in a manner that is consistent with the objectives, values and policies of the business, whilst remaining compliant with external regulatory requirements.

The successful candidate will work with the head of capital markets business development, team members and service line managing directors and will be expected to fully understand the services offered by each of the jurisdictions in which we operate, specifically capital markets.

The successful candidate will be a self-starter and will have a mature and established intermediary network as well as direct client relationships with potential new business opportunity.

To play a central role in the origination of valuable new business opportunities in line with the relevant business strategies, and to:

• Achieve and exceed personal new business targets including identifying and assisting in the creation and implementation of new BD initiatives.
• Obtain a detailed understanding of both current and potential clients, with a focus on long term client relationships and profitable revenue generation.
• Identify and win new business mainly in the UK & European market (or other assigned region(s) as required), targeting both start-ups and established businesses, spanning the capital market segments.
• Identify cross-sell opportunities across Global Funds, Private Client, Corporate Services and Regulatory and Compliance Services, across our global footprint, to drive new sales from existing clients.
• Provide input on strategic initiatives including product development
• Work collaboratively with colleagues and in particular with other sales professionals to achieve business sales objectives.
• Lead commercial negotiations in line with agreed parameters.
• Comply with procedures for the maintenance of pipeline information, call reports, proposal templates, service / fee proposals and related financial analysis.
• Ensure that the Salesforce CRM system is updated with all contact and activity and changes on a minimum of a weekly basis.
• Work with colleagues in other regions to build a collaborative sales culture.
• Senior relationship management to ensure that client needs are understood and that new products and services are effectively communicated.
• Position the business to be the best placed to capitalize on upsell and cross-sell opportunities with existing clients.
• Build the business' brand to generate quality leads via:
• Attendance and participation at industry events.
• Branded events.
• Thought leadership articles, press releases, client newsletter.
• Develop and manage the intermediary and third party services provider network (particularly onshore and offshore law firms, regulatory / start-up consultants, fund platforms, banks, auditors, technology vendors and (where appropriate) other fund services providers.
• Grow the business's reputation as a trusted provider of high-quality services with Trustee, Arrangers, banks, institutional investors and other allocators of capital via targeted marketing campaigns.

Required Knowledge, Skills, and Abilities

• At least seven years proven business development track record in business to business services, with a minimum of three years in a similar financial services environment with capital markets experience.
• Proven experience of working with Managing Directors/senior management in the development of client relationships.
• Ideally an understanding of the onshore and offshore administration market and services.
• Highly computer literate (with knowledge of Word, Excel, and PowerPoint).
• Effective time management and organizational skills.
• Experience of working with CRM (Client Relationship Management) systems, ideally salesforce.
• Excellent project management skills.
• A dynamic, self-starter with strong communication skills.
• A positive and enthusiastic team player with drive, initiative and flexibility.
• Commercially aware.
• Able to produce high quality work when under pressure.
• An individual with well-developed persuasion and influencing skills.
• Confident, assertive and resilient.
• Responsive, proactive and innovative.