At a Glance
- Tasks: Lead business development for charities, building long-term relationships and driving new business.
- Company: Rathbones, a trusted name in investment and wealth management for generations.
- Benefits: Inclusive workplace, competitive salary, and opportunities for professional growth.
- Other info: Join a diverse team committed to responsible investing and client service.
- Why this job: Make a real impact in the charity sector while advancing your career.
- Qualifications: Strong relationships in the charity sector and experience in asset management.
The predicted salary is between 43200 - 72000 € per year.
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. We see it as our responsibility to invest for everyone’s tomorrow.
We are looking for a Business Development Director to lead on business development for strategic charity and endowments clients and their intermediaries. Build and establish long‑term relationships with prospective charitable clients and their advisers to develop and obtain new business for Rathbones Group across all product suites, pooled and discretionary.
What you’ll be responsible for:
- Develop and deliver a business development plan in partnership with the Head of Charities Distribution.
- Undertake market analysis to ensure the plan is commercially viable.
- Develop a proactive comprehensive new business pipeline with ambitious gross inflow targets.
- Develop strategic plans in specific charity segments such as religious, education, armed forces.
- Lead conversion from inbound opportunities to notified wins.
- Work on proposals and pitching, including tender documents and presentations to trustee boards.
- Attend charity events and seminars.
- Lead creation, management, allocation and monitoring of potential new charity business.
- Coordinate pipeline reporting with Sales Support.
- Maintain CRM/MI systems and identify opportunities for improvement.
- Partner with the CCO area on collateral and implementation of refreshed Charities proposition.
- Build relationships with client‑facing colleagues across Rathbones.
About you:
- Significant relationships across the charity sector, especially with Top 200 by AUM.
- Prior institutional sales and relationship management experience in mainstream asset management.
- Experience in ESG/Responsible Investing.
- High degree of investment knowledge and relevant qualifications (e.g., CFA, IMA).
- Market connections and strong product knowledge of the Charities industry.
- Exceptional communication and presentation skills.
- Ability to distill complex information into client‑friendly formats.
- Strong understanding of regulatory environment governing charitable investments.
Life at Rathbones:
We aim to become an employer of choice, building a diverse, equal, and inclusive workplace. We welcome applicants from all backgrounds who share our values of client service, integrity, and results focus. We’re a Level 1 Disability Confident employer. If you require adjustments to apply, contact recruit@rathbones.com.
Business Development Director - Charities employer: Rathbone Brothers
Rathbones is an exceptional employer, offering a dynamic work culture that prioritises diversity, inclusion, and employee growth. Located in the heart of London, we provide our team with opportunities to engage with influential charity clients while fostering professional development through comprehensive training and support. Our commitment to responsible investing not only enhances your career but also allows you to contribute meaningfully to society.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Director - Charities
✨Network Like a Pro
Get out there and connect with people in the charity sector! Attend events, seminars, and workshops to meet potential clients and industry peers. Building relationships is key, so don’t be shy – introduce yourself and share what you can bring to the table.
✨Showcase Your Expertise
When you get the chance to pitch or present, make it count! Use your investment knowledge and experience in ESG/Responsible Investing to impress your audience. Tailor your presentations to highlight how you can specifically help charities achieve their goals.
✨Follow Up Like a Boss
After meeting someone or sending a proposal, don’t just sit back and wait. Follow up with a friendly email or call to keep the conversation going. This shows your enthusiasm and commitment, and it might just give you the edge over other candidates.
✨Utilise Our Website
Make sure to apply through our website for the best chance of landing that Business Development Director role. We’re always on the lookout for passionate individuals who align with our values, so don’t miss out on the opportunity to showcase your skills directly to us!
We think you need these skills to ace Business Development Director - Charities
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Business Development Director role. Highlight your experience in the charity sector and any relevant relationships you've built. We want to see how you can bring value to Rathbones!
Showcase Your Skills:Don’t just list your qualifications; demonstrate how they relate to the job. If you have experience in ESG or responsible investing, make it pop! We love seeing candidates who can distil complex information into client-friendly formats.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point—just like we do with our clients!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining the Rathbones team!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Charities Inside Out
Before the interview, dive deep into the charity sector. Familiarise yourself with the top 200 charities by AUM and understand their specific needs. This will not only show your expertise but also help you tailor your responses to demonstrate how you can add value to their operations.
✨Master Your Pitch
Prepare a compelling pitch that highlights your experience in institutional sales and relationship management. Practice distilling complex investment concepts into simple, client-friendly language. This will be crucial when presenting to trustee boards or during charity events.
✨Showcase Your Network
Leverage your existing relationships within the charity sector during the interview. Be ready to discuss how these connections can benefit the company and its clients. Highlight any previous successes in converting leads into wins, as this will demonstrate your ability to drive business development.
✨Stay Updated on ESG Trends
Given the importance of ESG and responsible investing, make sure you're up-to-date with the latest trends and regulations in this area. Be prepared to discuss how you can integrate these principles into your business development strategy, showcasing your commitment to responsible wealth management.
