Director - Business Development & Marketing

Key Responsibilities

Strategy

• Co-develop [Employer hidden] Global’s BD&M strategy with the CBDMO, aligning with commercial priorities, business-wide objectives, and the evolving needs of the business
• Advise directors and other key stakeholders on targeting, relationship management, and growth opportunities
• Build and continually refine sector, product/service, and asset class strategies
• Shape jurisdiction-specific go-to-market plans including mapping offerings by jurisdiction, supporting expansion into new markets, ensuring that marketing and pitch materials reflect market opportunities, regulatory requirements, and current capabilities

Operational Excellence

• Build and enhance a BD&M operating framework including processes, platforms, playbooks, templates, and service levels, driving efficiency, scalability, and measurable performance
• Lead rapid delivery of operational priorities, particularly relating to RFP and pitch function, collateral development, template creation, targeting, CRM/data hygiene, and best practice implementation
• Drive and implement process and system improvements, including standardised reporting tools, dashboards, and ROI metrics to provide clarity and tracking effectiveness across all BD&M operations
• Act as a hands-on leader, directly participating in operational tasks and improvements, balancing strategic planning with active delivery alongside the team

Brand Development

• Lead clarification and development of [Employer hidden] Global’s brand hierarchy and USPs internally and externally, ensuring a coherent narrative across service propositions
• Support ongoing improvement of brand positioning (visual identity, talent attraction, and digital/social campaigns) including in collaboration with HR targeted employer brand strategies to support recruitment in priority markets

Team Management & Development

• Initially manage and develop a small team of [Employer hidden] Global-focused BD&M specialists, while effectively leveraging resources within the broader BD&M team
• Coach and develop talent; develop team skills, set goals and performance standards
• Scale BD capability across the wider business (directors, client service teams, partners) through training on pitching, opportunity spotting, account planning, and value messaging

Client & Market Growth

• Collaborate with key client account and management leads to deepen relationships, optimise cross-sell, and drive revenue growth
• Establish and optimise proposal and pitch strategies ensuring high-quality, client-centric outputs
• Leverage CRM and research tools to inform BD&M activities and foster adoption of best practices across the business
• Drive pipeline management and forecasting, creating visibility by segment, jurisdiction, and service line, and improving win rates
• Partner with Finance and service leads on pricing strategy, margin enhancement, and commercial governance

Digital & Data-Driven BD & Marketing

• Drive digital transformation of BD&M, ensuring optimal CRM use and data integrity
• Integrate data-driven reporting, dashboards, and ROI metrics into all business development and marketing operations
• Lead digital demand generation initiatives including marketing automation, CRM driven segmentation, SEO/SEM campaigns, and content strategies aimed at fund managers, corporates and fiduciary clients
• Ensure data governance (GDPR/DP laws) and consistent taxonomies for accounts, contacts, opportunities, and products
• Implement and enhance standardised reporting, dashboards, and metrics for performance measurement across BD & Marketing

Collaboration

• Lead cross-group and cross-service line collaboration to support business planning, sector strategy, pricing, and knowledge sharing among core business units and legal service lines
• Engage with senior leadership including partners, directors, HR, Finance and R&C to ensure common goals and buy-in for BD&M strategy

Regulatory & Compliance Alignment

• Ensure BD&M activity aligns and is compliant with regulatory requirements across all relevant jurisdictions, including restrictions on fund marketing, fiduciary communications and corporate services promotion and work closely with R&C to validate marketing materials, ensure accurate service descriptions, and support cross-border regulatory compliance
• Uphold data privacy and information security standards across all BD & Marketing processes and platforms

Commerciality & Product Expertise

• Translate technical service offerings—including fund administration, regulatory services, corporate governance, fiduciary structures and compliance led processes—into compelling client value propositions
• Deploy strong understanding of corporate administration, fund administration, governance, regulatory reporting and fiduciary structures to inform market messaging and growth strategy

Skills, Knowledge and Expertise

• 12+ years’ senior BD&M leadership experience within corporate/fiduciary services, fund administration, or related professional services
• Degree qualified
• Demonstrated success in building, motivating, and leading high-performing teams
• Experience managing offshore and/or multijurisdictional teams
• Track record of delivering change initiatives as a hands-on, "player/manager" leader
• Collaborative approach with excellent interpersonal and stakeholder influencing skills
• Expertise in coaching, pitching, RFPs, account management, CRM/data management, and client insight
• Strong commercial orientation with cultural awareness, sensitivity, and multi-jurisdictional experience
• Ability to work in fast growth environments undergoing integration or transformation
• Ability to travel as required