At a Glance
- Tasks: Lead business development for charities, building long-term relationships and driving growth.
- Company: Join Rathbones, a trusted name in responsible wealth management.
- Benefits: Enjoy a hybrid work model, competitive salary, and a commitment to diversity.
- Other info: Be part of a diverse team that values integrity and client service.
- Why this job: Make a real impact in the charity sector while developing your career.
- Qualifications: Experience in charity sector relationships and strong communication skills required.
The predicted salary is between 80000 - 100000 € per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. 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. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy.
About the Role
- 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 in order to develop and obtain new business for Rathbones Group, across all product suites, pooled and discretionary.
- Play a key part in bringing best of Rathbones to the charity market, and expand the firm's market share and footprint, especially amongst more institutional-like charities.
What you’ll be responsible for
- Alongside Head of Charities Distribution, develop and deliver a business development plan to help the charity business achieve profitable growth, with an emphasis on larger strategic institutional charity clients and their intermediaries.
- Undertake market analysis to ensure business development plan is robust and commercially viable, and product suite is continually viable and fit for market, aligned with Rathbones long-term ambitions in Charities.
- Develop a proactive comprehensive new business pipeline, through a wide range of business development activity, with ambitious gross inflow targets.
- Develop strategic business development plans in specific charity segments e.g. religious, education, armed forces, working across Rathbones colleagues, to ensure strong relationships are developed with external advisers/partners/membership organisations.
- Lead from start to finish on converting inbound opportunities from initial dialogue to notified wins.
- Proposals and pitching: working with the Head of Charities Distribution and Investment managers and aiding in the completion of new business tenders; this will include comprehensive briefing documents, the completion of tender documents and presentation materials as well as presenting to trustee boards.
- Attend and actively participate in charity events and seminars to help promote the charity business and build out our charity reach and profile.
- Lead the creation, management, allocation and monitoring of potential new charity business.
- Work with Sales Support to ensure the coordination of new business pipeline, reporting and associated activity.
- Maintaining CRM/MI systems - keep accurate records of pipeline in terms of won/lost business and identifying opportunities for improvement.
- Working closely with CCO area on the development of collateral and implementation of the refreshed Charities proposition.
- Build strong and effective relationships with other client facing colleagues across Rathbones, including our regional offices - where appropriate ensuring these teams are also educated on the Charities proposition.
About you
- Has significant depth of relationships across the charity sector, especially with the Top 200 by AUM, specific charity segments and with charity investment consultants.
- May have prior institutional sales and relationship management experience in a mainstream asset manager.
- Preferable to have ESG/Responsible Investing experience.
- Has a high degree of investment knowledge to be able to present to sophisticated clients and articulate the proposition to the market, including relevant qualifications e.g. CFA, IMA.
- Relevant market connections and knowledge, with full awareness of key developments shaping the Charities industry and strong product knowledge.
- Exceptional communication and presentation skills.
- Excellent presentational skills to internal and external audiences.
- Ability to distill complex information into client-friendly formats.
- Strong understanding of the regulatory environment governing charitable investments.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us to let us know what adjustments you may need.
Charities Business Development Director: Strategic Growth in London employer: Rathbones Group Plc
Rathbones is an exceptional employer, offering a dynamic and inclusive work culture that prioritises the development and well-being of its employees. Located in London, we provide meaningful opportunities for growth within the wealth management sector, fostering a diverse team that values integrity and client service. Our commitment to responsible investing and community impact ensures that our employees are part of a legacy that goes beyond financial success, making every role at Rathbones not just a job, but a chance to contribute to a better future.
StudySmarter Expert Advice🤫
We think this is how you could land Charities Business Development Director: Strategic Growth in London
✨Tip Number 1
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 partners. Building relationships is key to landing that Business Development Director role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your knowledge of the charity market and responsible investing. Be ready to articulate how you can help Rathbones grow its footprint in this space. Confidence is key!
✨Tip Number 3
Practice your pitch! Whether it’s for a presentation or a casual chat, make sure you can clearly communicate Rathbones' value proposition to potential clients. Tailor your message to resonate with their needs and values.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Rathbones team and contributing to our mission in the charity sector.
We think you need these skills to ace Charities Business Development Director: Strategic Growth in London
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 your unique skills to Rathbones!
Showcase Your Knowledge:Demonstrate your understanding of the charity market and responsible investing in your application. Mention any specific charity segments you’re familiar with, as this will show us you’re serious about making a difference in this space.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to explain your achievements and how they relate to the role. We appreciate a well-structured application that’s easy to read!
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 our team at Rathbones!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Charities
Before the interview, dive deep into the charity sector, especially focusing on the top 200 charities by AUM. Understanding their needs and how Rathbones can meet them will show your commitment and knowledge during the discussion.
✨Showcase Your Relationships
Be ready to discuss your existing relationships within the charity sector. Highlight specific examples of how you've built and maintained these connections, as this role heavily relies on networking and relationship management.
✨Prepare for Proposals
Brush up on your proposal and pitching skills. Be prepared to discuss how you would approach creating comprehensive briefing documents and presentation materials, as well as how you would present to trustee boards effectively.
✨Understand Responsible Investing
Since Rathbones emphasises responsible investing, make sure you can articulate your understanding of ESG principles and how they apply to charitable investments. This will demonstrate that you align with the company's values and mission.
