Senior BD Manager - Private Client & Tax
Job in
Southampton, Hampshire County, SO15, England, UK
Listed on 2026-08-04
Listing for:
Carter Murray
Full Time
position Listed on 2026-08-04
Job specializations:
-
Business
CRM Systems & Management, Client Relationship Management
Job Description & How to Apply Below
The practice also includes a non-legal family office service, offering a unique platform for BD innovation and differentiation. This is a rare opportunity to help shape a newly combined offering, elevate its market presence and drive client-focused initiatives with genuine autonomy and influence.
Key Responsibilities Unify the practice by encouraging collaboration and a cohesive go-to-market approach. Develop and deliver BD plans aligned with firm-wide strategy, working closely with senior partners. Manage a BD Executive, supporting workload planning, mentoring and career development. Lead the intermediaries programme, including events, intelligence gathering, relationship tracking and referral management. Drive cross-selling and collaboration across the firm. Enhance external profile through campaigns, content, PR and events.
Modernise BD processes and introduce efficiencies. Lead directories and awards submissions to secure premium rankings. Coordinate pitches and ensure strong credentials management. Oversee budgets and report on ROI. Support firm-wide initiatives including key client programmes, CRM improvements and private capital campaigns. Lead one or more international desks and contribute to global BD strategy. Person Specification The ideal candidate will bring: 7 years' experience in a professional services partnership, ideally with Private Client & Tax exposure.
Credibility and influence with senior stakeholders. Proven line management experience. Exceptional organisation, able to juggle shifting priorities. Strong communication skills, written and verbal. Confidence and relationship-building ability across all seniority levels. Proactivity, assertiveness and drive to make things happen. Strategic and creative thinking, especially when solving challenges. Calmness under pressure and reliability in delivery. Excellent project management and stakeholder engagement.
A collaborative mindset, willing to support colleagues at all levels. Technical competence in Word, Excel, PowerPoint, CRM systems (e.g., Inter Action) and EMS tools (e.g., Vuture). The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
Position Requirements
10+ Years
work experience
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