We 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.