Key Responsibilities
Strategy
1. Co-develop Ogier Global’s BD&M strategy with the CBDMO, aligning with commercial priorities, business-wide objectives, and the evolving needs of the business
2. Advise directors and other key stakeholders on targeting, relationship management, and growth opportunities
3. Build and continually refine sector, product/service, and asset class strategies
4. 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
5. Build and enhance a BD&M operating framework including processes, platforms, playbooks, templates, and service levels, driving efficiency, scalability, and measurable performance
6. 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
7. 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
8. Act as a hands-on leader, directly participating in operational tasks and improvements, balancing strategic planning with active delivery alongside the team
Brand Development
9. Lead clarification and development of Ogier Global’s brand hierarchy and USPs internally and externally, ensuring a coherent narrative across service propositions
10. 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
11. Initially manage and develop a small team of Ogier Global-focused BD&M specialists, while effectively leveraging resources within the broader BD&M team
12. Coach and develop talent; develop team skills, set goals and performance standards
13. 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
14. Collaborate with key client account and management leads to deepen relationships, optimise cross-sell, and drive revenue growth
15. Establish and optimise proposal and pitch strategies ensuring high-quality, client-centric outputs
16. Leverage CRM and research tools to inform BD&M activities and foster adoption of best practices across the business
17. Drive pipeline management and forecasting, creating visibility by segment, jurisdiction, and service line, and improving win rates
18. Partner with Finance and service leads on pricing strategy, margin enhancement, and commercial governance
Digital & Data-Driven BD & Marketing
19. Drive digital transformation of BD&M, ensuring optimal CRM use and data integrity
20. Integrate data-driven reporting, dashboards, and ROI metrics into all business development and marketing operations
21. 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
22. Ensure data governance (GDPR/DP laws) and consistent taxonomies for accounts, contacts, opportunities, and products
23. Implement and enhance standardised reporting, dashboards, and metrics for performance measurement across BD & Marketing
Collaboration
24. 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
25. 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
26. 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
27. Uphold data privacy and information security standards across all BD & Marketing processes and platforms
Commerciality & Product Expertise
28. Translate technical service offerings—including fund administration, regulatory services, corporate governance, fiduciary structures and compliance led processes—into compelling client value propositions
29. 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
30. 12+ years’ senior BD&M leadership experience within corporate/fiduciary services, fund administration, or related professional services
31. Degree qualified
32. Demonstrated success in building, motivating, and leading high-performing teams
33. Experience managing offshore and/or multijurisdictional teams
34. Track record of delivering change initiatives as a hands-on, "player/manager" leader
35. Collaborative approach with excellent interpersonal and stakeholder influencing skills
36. Expertise in coaching, pitching, RFPs, account management, CRM/data management, and client insight
37. Strong commercial orientation with cultural awareness, sensitivity, and multi-jurisdictional experience
38. Ability to work in fast growth environments undergoing integration or transformation
39. Ability to travel as required