Business Development & Marketing Manager – Ogier Private Wealth

Purpose of Job

Business development and marketing lead for Private Wealth Service Line (Family Office and Private Wealth). For more information about this job please contact Chris Carpenter at

Key Responsibilities

  • Create the global service line BD&M plan and budget for OPW
  • Co-ordinate, oversee and ensure the implementation of OPW BD&M plan across all relevant OFS jurisdictions including using regular and effective global Go To Market Team (GTMT) meetings.
  • Support the OPW service line teams in achievement of their new business targets including identifying and implementing new BD initiatives
  • Prospect for new business opportunities including develop targeting strategies and target lists for OPW service lines – opening doors with new prospects as required – particularly for markets ex UK (e.g. Russia and Switzerland)
  • Assist OPW service line teams prepare pitches and proposals – tracking and review pitches won and lost (and reasons why)
  • Organise OPW service line conferences – represent OPW at relevant industry associations and events as required
  • Identify and propose OPW service line clients / intermediaries for the Acuigen client satisfaction programme and follow through with service line heads to ensure timely follow up on client service interviews
  • Develop award submissions as required for OPW service line and build strong personal relationship with key contacts at CityWealth, STEP etc
  • Identify and develop PR opportunities to help support profile of OPW service lines
  • Identify and implement cross selling opportunities for OPW global service line teams


  • Private Wealth product and industry experience considered helpful to perform the role
  • Developing and implementing highly effective business development and marketing initiatives in the professional services industry
  • Ability to form and maintain highly effective working relationships with all levels of seniority from Executive to Administrator.
  • Strong Client MI analytical skills
  • Excellent communications skills (verbal and written) – both one to one and group / presentation skills
  • Confident in meeting and networking with clients / intermediaries
  • Experience in managing people preferred