Senior BD Executive (Financial Services)

Job Description

Department: Business Development

Location: Edinburgh OR London

Job Title: Senior Business Development Executive; Financial Services,

Reports to: Head of Business Development, Financial Services

Purpose of the role:

To provide targeted and considered marketing and business development (BD) support to the financial services (FS) sector groups (with close alignment to the Finance sub-sectors, including but not limited to Structured Finance, Project Finance and Corporate Banking) on a range of marketing and business development activities.

Working proactively with the rest of the financial services BD team to contribute to key growth and relationship-building strategies, this role would suit a candidate with a minimum of 3 years' experience in a legal or professional services environment, looking to take their next step in a high-profile, senior stakeholder-facing role.

Main duties and responsibilities:

General BD

Contribute to the successful implementation of business development and marketing plans through a number of core deliverables.

· Supporting the FS Sector across marketing and business development plans through various team members, or directly with stakeholders.

· Working with BD colleagues to identify revenue opportunities for the sector.

· Helping to develop, implement and promote the sector thought leadership campaigns, working with the BDM and Head of Sector and the FS leadership team e.g. FS CDT, Financial Markets.

· Support product launches to help deliver new revenue streams for the sector, including products from groups and sectors in other parts of the firm.

· Working alongside legal PAs and Business Development colleagues across the offices to manage and deliver sector events and conferences alongside the dedicated Pinsent Masons Events team

Bids / Proposals/ Marketing Collateral

Support the generation of new revenue through proposals and bids.

· Support client related bids, credential statements, case studies and capability statements and to support in the preparation of formal bids and bid presentation materials. Additionally support across the sector where required on bids support, directly or indirectly with Bids Manager or lead partner.

· Capture and manage sector credentials on the firm's credentials portal.

General CRM

Contribute to the successful implementation of client relationship development plans through a number of core deliverables.

· Ownership of select key client relationships within the sector, as well as a group of less established strategic growth relationships. Arrange, facilitate and attend internal client meetings. Circulate agendas / financials in advance of meetings. Circulate actions and follow up on these.

· Arrange, facilitate and attend external client relationship team meetings. Prepare MI packs / meeting packs as required. Collate and share actions.

· Work alongside the relationship partner (RP) as an additional 'go-to' person for all relationship requirements to ensure a joined-up approach and that all relevant information is shared across the core relationship teams.

· Work with the RP and relationship manager (RM) to ensure all clients in portfolio have an up-to-date action plan / development plan in place and that these are regularly updated.

· Provide value add recommendations to RP/RM/relationship team and, where appropriate, liaise directly with the client. Measure success of the implementation, delivery and RoI of these opportunities and share recommendations with wider FS sector RPs/RMs.

· Keep close to the client legal operations team (where relevant), liaising on any relationship development opportunities and completing relationship requirements (e.g. security audits / MI queries etc).

· Proactively consider opportunities to take the whole firm to the client e.g. new geographies, skillsets, people and products.

· Manage MI and value accounts for clients where necessary.

· Provide support and guidance on client events, such as responsible business collaboration.

Team Support

· Attend relevant FS BD Team Meetings and share client updates and BD updates

· Attend internal Client Relationship Team Meetings where required, prepare agendas and share follow up actions and notes.

· Work closely with the FS sector research analyst and Professional Development Lawyers to identify opportunities for the clients and the sector both internally and externally.

· Ambassador for the firms Business Development strategy and team.

· Support junior team members in their career development and objectives

Person Specification

Qualifications:

· Degree qualified or equivalent level.

· Marketing qualification or progress toward marketing qualifications is desirable.

Relevant Experience:

· Previous experience of business development/client relationship management in a professional environment.

· Understanding of FS sector and Financial Institutions an advantage, but not essential. An interest in this fast moving and diverse sector is essential.

· Writing and editing copy for client facing documents.

Key Skills and Behaviours:

· Strong interpersonal and communication skills.

· Good time management and organisational skills with acute attention to detail.

· Excellent project management skills.

· Flexible and able to use own initiative.

· A motivated self-starter who is a good team player, determined to meet a challenge.

· Confident and outgoing.

· Able to balance pressure with good humour.

· Ability to change and adapt in a fast-moving environment.

· Exhibits approach and behaviours consistent with the firm's core values of 'approachable', 'bold' and 'connected'.