Company Description

Ocorian delivers administration and compliance services for funds, corporate, capital markets and private clients.

No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.

We manage over 15,000 structures for 6000+ clients with a global footprint operating from 20+ locations. Our scale offers all our people great opportunities to develop their knowledge and skills and to progress their careers.

Job Description

Job Title: BUSINESS DEVELOPMENT DIRECTOR

Department: BUSINESS DEVELOPMENT/COMMERCIAL

Location: LONDON

Reporting To: GLOBAL HEAD OF BUSINESS DEVELOPMENT – PRIVATE CLIENTS

Purpose of the Job

Ocorian’s Private Client BD team builds and manages relationships with HNW, UNW individuals and Family Offices as well as intermediaries and other third parties. All BD activity aligns with Ocorian’s objectives, values and policies and is compliant with external regulatory requirements.

The Private Client Business Development Director  (London & Europe) is a senior, strategic position responsible for generating new business and revenue across the UK (and European) market working closely with the Private Clients, Global Head of BD, Service Line Head, client facing teams and the broader Ocorian BD team. The role’s core objective is to identify, develop and implement business development initiatives and campaigns to introduce new clients to Ocorian and cross/up sell to our current client base.

The successful candidate will be based in London, is a self-starter with a mature and established intermediary network as well as direct client relationships with potential new business opportunities. 

Main Responsibilities

BD activity

• Identify and target attractive Private Client market and client segments in Private Clients buying hubs,  specifically London (and Europe), focusing on long-term client relationships and profitable revenue generation
• Develop and implement cross-sell initiatives across all Ocorian service lines to drive new sales from existing clients and increase revenue within the Private Client base
• Develop and manage Private Client intermediary and third-party service provider relationships to increase referrals
• Advise on strategic initiatives including product development and acquisitions, as required

BD targets and pipeline management

• Achieve and exceed personal BD targets
• Manage opportunities from inception through the sales cycle to onboarding and won-live
• Maintain BD 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 data

Market profile

• Build Ocorian’s market position to generate quality sales leads via:
  • Attendance and participation at industry events
  • Ocorian hosted events
  • Thought leadership articles, press releases, client newsletters etc

Qualifications

• Educated to degree level, with a relevant professional qualification
• At least five years’ proven business development experience in professional services, with a minimum of three years in a Private Client based role
• Proven experience developing relationships at CEO/CFO/CIO/senior management levels
• An understanding of the onshore and offshore administration market and services is preferred
• Highly computer literate (with knowledge of Word, Excel, and PowerPoint)
• Effective time management and organisational skills
• Experience of working with CRM systems, ideally Salesforce
• Excellent interpersonal and communication skills

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are AMBITIOUS - We aim high and are always seeking new ways to delight our people and clients
• We are AGILE - We act on our initiative to get things done
• We are COLLABORATIVE - We achieve more working together
• We are ETHICAL - We behave with integrity at all times