Overview
In this role you will drive growth for JTC’s Fund & Corporate Services by expanding intermediary networks and direct client sales. You will work closely with senior leadership to shape business development strategy and execute it, aiming to meet annual new business targets. You will manage the sales process end-to-end, from origination to closure, while promoting JTC’s brand and governance standards. This is an opportunity to shape client coverage in fund and loan administration for Private Credit managers within a collaborative, cross-functional team.
Responsibilities
- Drive the end-to-end sales process from origination to completion
- Meet with intermediaries and prospective clients with asset class or jurisdictional heads as appropriate
- Serve as first contact for new opportunities via phone, email, or JTC website
- Create proposals, respond to RFPs, deliver pitch presentations, and follow up on action points
- Manage and build the new business pipeline in Salesforce
- Prepare client presentations and marketing materials
- Follow up on meeting actions in a timely manner
- Identify new business opportunities, markets, clients, and partnerships especially in fund and loan administration for Private Credit managers
- Conduct market research to identify opportunities and client needs
- Build long-term relationships with fund managers, investment houses, and intermediaries
- Attend conferences and participate in panels; contribute to promoting JTC
- Increase brand and service awareness among intermediaries
- Ensure compliance with governance and regulatory requirements; align with group strategy
- Analyse and manage risks related to new business and potential clients; monitor unusual transaction reporting as needed
- Develop own knowledge continuously and adhere to JTC values and behaviours
- Perform additional duties as required by management or the Group Board
Key requirements
- Senior professional with a proven sales/lead conversion track record
- Experience in fund and corporate administration solutions
- Established intermediary network and target client base
- Strong ability to manage a full sales process from lead generation to relationship management
- Excellent communication and persuasive presentation skills
- Ability to work independently and with cross-functional teams
- Initiative to broaden industry knowledge
- Process-driven, methodical task execution
- Strong multitasking and prioritisation skills
- Willingness to travel regularly
- Experience arranging and supporting corporate events and industry participation
- communication skills
- persuasion
- cross-functional collaboration
- Salesforce
- proposal development
- RFP responses
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