Senior Vice President, Charities Business Development

We are seeking a commercially driven and strategically minded business development professional to join our specialist charity team. This individual will play a pivotal role in expanding our presence in the UK charity sector, where we currently manage approximately £3bn in assets. The successful candidate will be responsible for cultivating new relationships, deepening existing ones, and positioning the firm as a leading provider of investment solutions to charitable organisations.

In this role, you’ll make an impact in the following ways:

• Strategic Growth \& Client Acquisition

+ Independently manage a portfolio of complex charity clients and prospect pipelines.
+ Develop and execute a targeted business development strategy in collaboration with charity leadership.
+ Identify and pursue new business opportunities through direct outreach, networking, and sector engagement.
+ Serve as a trusted advisor to senior charity stakeholders, aligning our solutions with their long\-term strategic goals.
+ Serve as key gatekeeper for charity sector consultants, representing the firm on information provision for product, solutions and other firm\-related updates.

• Solution\-Oriented Sales

+ Deliver the full value of the firm by leveraging deep product knowledge to create tailored, cross\-product solutions.
+ Structure and negotiate commercial terms that balance client needs with the firm’s risk appetite and revenue goals.
+ Share insights on emerging opportunities and market trends with internal product teams, ensuring product scope (e.g. design, benchmark, restrictions and other) alignment with client needs

• Collaboration \& Execution

+ Work closely with internal teams (client service, investment, operations, marketing, legal, compliance) to ensure seamless execution and risk management.
+ Maintain accurate and timely records in CRM systems, ensuring full sales lifecycle visibility.

• Market Engagement \& Brand Building

+ Represent the firm at charity sector events, conferences, and industry bodies.
Influence charity media and PR to enhance brand visibility.
+

To be successful in this role, we’re seeking the following:

• Proven experience in business development or relationship management within the charity or not\-for\-profit sector.


• Strong understanding of investment markets.


• Comfortable engaging with trustees and senior decision\-makers across charities of varying sizes.


• Demonstrated ability to work independently and drive commercial outcomes.


• Excellent communication, negotiation, and strategic planning skills.


• Bachelor’s degree required; advanced degree preferred.

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