Day to day, you’ll be successful in this role by:
Key Client Relationship Management & Growth
- Support the fee earning client leads with their key client relationships, getting under the skin of how they will work.
- Track, coordinate, and drive key client related initiatives across relevant teams.
- Lead efforts to raise Clarke Willmott’s profile with key clients and identify cross-team growth opportunities.
- Work with the team to identify new key client opportunities and support pursuit of these opportunities.
Division BD Leadership
- Collaborate with the Managing Partner of the Private Capital Division, the Director of BD&M, and key fee earners to deliver on the division’s growth strategy.
- Drive and track intermediary and client-focused initiatives, including targeting, relationship management, and value-add activities.
- Support fee earners within the division in articulating and delivering excellent client service.
- Review and understand the needs of our clients to help improve client service, opportunity spotting and cross sell.
Brand & Market Presence
- Build Clarke Willmott’s private client brand in key markets through:
- Thought leadership
- Campaigns and PR
- Award and directory submissions
- Events, webinars and sponsorships
- Ensure all initiatives are measurable and ROI-driven.
- Identify market trends, competitor activities and potential opportunities for growth
Internal Collaboration & Process
- Maximise internal cross-selling and collaboration across teams.
- Establish efficient BD processes and reporting mechanisms.
- Contribute to a culture of proactive business development across the division.
Client Data
- Review data provided by finance relating to billing, clients, referrers, new matters and new clients
- Analyse data and spotting trends, opportunities and challenges
- Help to drive forward firm wide changes in the effective recording and tracking of client data
BD Team
- Support the Director of BD&M in other ad hoc BD related activities and projects as and when required.
- Lead on some of the wider BD Team roles and responsibilities (e.g. firm wide event best practice owner)
- Work closely with the other BDMs to ensure communication and collaboration across teams, sectors and divisions.
- Drive best practice for our team through insights, ideas and proactively leading improvements
Line Management
Coach and develop your team, giving them opportunities for development.
The role is right for you if:
- Proven BD Experience: Strong track record in business development within legal, professional services, or wealth management sectors.
- Private Client Expertise: Deep understanding of the private client landscape -spanning areas such as family, private wealth, lifetime planning, probate, and court of protection.
- Intermediaries Experience: Experience and understanding of working with intermediaries, business relationships and end clients. An existing network in this space is beneficial.
- Strategic and Influential: A confident leader who can influence senior stakeholders and contribute to strategic planning.
- Relationship-Driven: Passionate about building and nurturing relationships -internally with partners and externally with clients where appropriate.
- Mentorship Orientated:Demonstrated ability to coach and develop junior BD colleagues.