Purpose of the Job
- The role of commercial director is to originate and manage relationships with high quality longterm and profitable clients in a manner that is consistent with the objectives values and policies of the business whilst remaining compliant with the applicable regulatory requirements.
- The core focus is on Capital Market offerings of Ocorian in the UK and EMEA region to drive the generation of new business and increase revenue through the implementation of a variety of business development initiatives aimed at growing the business profile and brand and positively influencing and developing its reputation.
- The successful candidate will work with the capital markets business development team members and service line business partners and will be expected to fully understand the services offered by each of the product lines which we offer within capital markets.
- The successful candidate will be a selfstarter with a mature and established intermediary network as well as direct client relationships with potential new business opportunities.
Main Responsibilities
- Play a central role in the origination of new business opportunities in line with the relevant business strategies and to:
- Achieve and exceed business targets including identifying and assisting in the creation and implementation of new BD initiatives.
- Identify and win new business mainly in the UK & European market (or other assigned region(s) as required) spanning the capital market segments.
- Identify crosssell opportunities collaboratively with other sales team members across Global Funds Private Client Corporate Services and Regulatory and Compliance Services across our global footprint to drive new sales from existing clients.
- Grow the businesss reputation as a trusted provider of highquality services with private debt firms loan origination sponsor community arrangers banks institutional investors and other allocators of capital via targeted marketing campaigns.
- Develop and manage a productive intermediary and thirdparty services provider network (particularly onshore and offshore law firms regulatory / startup consultants fund platforms banks auditors technology vendors and (where appropriate) other service providers.
- Obtain a detailed understanding of both current and potential clients with a focus on long term client relationships and profitable revenue generation.
- Gather feedback from clients to understand their satisfaction levels and areas for improvement and incorporate it into sales strategies and product development
- Position the business to capitalise on upsell and crosssell opportunities with existing clients.
- Lead commercial negotiations in line with agreed parameters.
- Comply with procedures for the maintenance of 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 and changes on a minimum of a weekly basis.
- Work with colleagues in other regions to build a collaborative sales culture.
- Build the businesss brand to generate quality leads via:
- Attendance and participation at industry events
- Branded events
- Thought leadership articles valueadded contentled sales and marketing campaigns
- Evaluate and manage risks associated with sales activities and ensure compliance with regulatory requirements and internal policies in all sales activities.
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Qualifications :
Knowledge Skills & Experience
- At least seven years proven business development track record in businesstobusiness services with a minimum of three years in a similar financial services environment with capital markets experience.
- Proven experience of working with Managing Directors/senior management in the development of client relationships across the private debt industry including sponsors.
- Experience across Loan Agency Paying Agency Escrow and other Corporate Trust product lines.
- Highly computer literate (with knowledge of Word Excel and PowerPoint).
- Effective time management and organisational skills.
- Experience of working with CRM (Client Relationship Management) systems ideally Salesforce.
- Excellent project management skills.
Competencies
- A dynamic selfstarter with strong communication skills
- A positive and enthusiastic team player with drive initiative and flexibility.
- Commercially aware.
- Able to produce high quality work when under pressure.
- An individual with welldeveloped persuasion and influencing skills.
Confident assertive and resilient. - Responsive proactive and innovative.
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 CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
- We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if theres anything we can do to make the process easier for you. You can reach us at .
Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.
Remote Work :
No
Employment Type :
Fulltime