Business Development Executive

Department/Division: Clients and Markets

Duration: Permanent

Location: Glasgow or Edinburgh

Reports to: Business Development Manger

Type of Role: Hybrid

Role overview

The Business Development Executive supports the Banking & Finance practice, which includes teams in London, Glasgow, Edinburgh and Dublin, by delivering high-quality business development and marketing activity across the sector. The role focuses on drafting and coordinating BD materials, managing recurring processes, and acting as a central point of coordination for day-to-day BD activity.

Working closely with the Business Development Managers and wider practice, the Executive will take ownership of defined workstreams, manage inputs from multiple stakeholders and ensure that BD outputs are accurate, timely and consistently presented.

Key responsibilities

Communications, content and collateral

• Draft, coordinate and deliver Banking and Finance practice communications, including internal updates, press releases, articles and client-facing content.
• Support the delivery of webinars, seminars and campaigns, including coordination of materials, speakers and follow-up activity.
• Draft and maintain credentials, brochures, proposals and other marketing collateral, producing high-quality first drafts for review.
• Coordinate and draft legal directory submissions, including rankings, quotes and supporting materials.
• Ensure all materials are brand-compliant, well-structured and appropriate for their intended audience.
• Monitor and manage relevant BD and marketing mailboxes, ensuring timely responses and follow-up.

Process management and delivery

• Coordinate recurring and process-driven BD activity, including:

Stakeholder coordination and support

• Act as a point of contact for internal stakeholders on business-as-usual BD requests, such as experience lists, CVs and credentials.
• Manage routine queries, updates and follow-ups efficiently and professionally.
• Support client account activity, including preparation of reports, meeting materials and follow-up actions.
• Attend relevant internal meetings, prepare notes and actively chase actions where required.

Systems, data and quality control

• Maintain and update client and contact information on the firm’s CRM system.
• Support client and financial analysis using the firm’s financial systems.
• Maintain credentials databases and experience lists for the practice.
• Apply quality control to BD materials and processes, ensuring accuracy, consistency and attention to detail.

Wider contribution

• Support bid and pitch activity, including coordination and drafting of proposals.
• Undertake market and client research, keeping up to date with developments affecting the Banking & Finance practice and sector.
• Contribute to sector-wide and firm-wide BD and marketing projects as required.

Experience, skills and knowledge

Technical experience and skills

• Excellent written and verbal communication skills.
• Strong drafting skills, with the ability to produce clear, well-structured documents.
• Strong organisational and coordination skills, with the ability to manage multiple tasks and deadlines.
• Good IT skills, particularly Word, Excel and PowerPoint.
• Experience in a professional services or similar environment desirable.
• Marketing, sales or business development experience an advantage.
• CIM or other relevant qualification an advantage.

Personal attributes

• Proactive and comfortable taking responsibility for delivery.
• Able to work to tight deadlines in a fast-paced environment.
• Strong attention to detail and commitment to quality.
• Confident working with stakeholders at all levels and a strong team player.
• Adaptable, willing to learn and comfortable with change.
• Professional, positive and enthusiastic in approach.