Business Development Support Manager

24 January 2024

Hiring Lead

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Daniel Channing


About us

We are an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer. After a decade of strong growth, building a team of almost 60, and earning a number of industry awards, we’re now adding to our team, and are looking for people who would thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.

The role

As a member of the Business Development Committee, you will form part of a small team of senior colleagues providing non-client facing support to them to develop, implement, and measure business development effectiveness at Crestbridge Family Office.

Your main responsibilities will be to support the business development function by co-ordinating, producing and delivering all documentation for new business proposals and pitches, as well as analysis and reporting for the BD Committee, directors, and board.  In addition, you will support, or lead, key business internal development initiatives, such as our key intermediary initiative and other internal business development focused projects.  

Key result areas

  • Delivery of accurate, timely and relevant business development related support in line with business standards, procedures and guidelines.
  • Assist in the management of key BD programmes and internal initiatives. 
  • Own and develop reporting and analysis on BD progress across the business.
  • Carry out research projects, market mapping and analysis.
  • Take responsibility for own personal development, in line with agreed annual performance objectives.
  • Be an internal role model and ambassador for Crestbridge Family Office Services.

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