DescriptionWe are seeking a commercially driven and strategically minded business development professional to join our specialist charity team. This individual will play a pivotal role in expanding our presence in the UK charity sector, where we currently manage approximately £3bn in assets. The successful candidate will be responsible for cultivating new relationships, deepening existing ones, and positioning the firm as a leading provider of investment solutions to charitable organisations.
In this role, you’ll make an impact in the following ways:
- Strategic Growth & Client Acquisition
- Independently manage a portfolio of complex charity clients and prospect pipelines.
- Develop and execute a targeted business development strategy in collaboration with charity leadership.
- Identify and pursue new business opportunities through direct outreach, networking, and sector engagement.
- Serve as a trusted advisor to senior charity stakeholders, aligning our solutions with their long-term strategic goals.
- Serve as key gatekeeper for charity sector consultants, representing the firm on information provision for product, solutions and other firm-related updates.
- Solution-Oriented Sales
- Deliver the full value of the firm by leveraging deep product knowledge to create tailored, cross-product solutions.
- Structure and negotiate commercial terms that balance client needs with the firm’s risk appetite and revenue goals.
- Share insights on emerging opportunities and market trends with internal product teams, ensuring product scope (e.g. design, benchmark, restrictions and other) alignment with client needs
- Collaboration & Execution
- Work closely with internal teams (client service, investment, operations, marketing, legal, compliance) to ensure seamless execution and risk management.
- Maintain accurate and timely records in CRM systems, ensuring full sales lifecycle visibility.
- Market Engagement & Brand Building
- Represent the firm at charity sector events, conferences, and industry bodies.
- Influence charity media and PR to enhance brand visibility.
To be successful in this role, we’re seeking the following:
- Proven experience in business development or relationship management within the charity or not-for-profit sector.
- Strong understanding of investment markets.
- Comfortable engaging with trustees and senior decision-makers across charities of varying sizes.
- Demonstrated ability to work independently and drive commercial outcomes.
- Excellent communication, negotiation, and strategic planning skills.
- Bachelor’s degree required; advanced degree preferred.
