Director of Client Relationships (Investment Management)

New Today

A leading sustainability oriented international organisation is seeking a commercially minded and strategically driven Head of Membership to join at a pivotal time in its growth. This is an exciting opportunity to lead on membership engagement and recruitment while championing the organisation’s mission of supporting the investment community in navigating the opportunities and risks of a rapidly changing market environment.

Key responsibilities include:

  • Developing and delivering a compelling membership strategy that drives retention, growth, and satisfaction.
  • Representing the organisation with credibility and authority in discussions with senior stakeholders, up to C-suite level.
  • Leading engagement with prospective members and building relationships across investment organisations, consultants, and intermediaries.
  • Overseeing the Membership Manager and embedding best-practice account management, onboarding, and CRM processes.
  • Collaborating across communications, development, events, and finance teams to articulate and deliver the membership value proposition.
  • Tracking engagement and member feedback to inform continuous improvement.
  • Supporting income generation through membership fees and sponsorship opportunities.

Requirements:

  • 8+ years’ experience.
  • Strong knowledge of the investment industry (asset managers, asset owners, intermediaries, or related professional services).
  • Proven track record in sales, business development and/or membership growth, ideally within financial services.
  • Strong knowledge and/or prior experience in sustainability/ESG
  • Commercially sharp with the ability to combine strategic vision with hands-on delivery.
  • Excellent communication skills, able to inspire trust, influence senior stakeholders, and represent the organisation with authority.
  • Highly organised, analytical, and collaborative, with the ability to prioritise across multiple workstreams.
  • Fluency in English is essential; an additional European language (e.g. German, French, Dutch, or a Scandinavian language) is a strong advantage.

We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.

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Location:
United Kingdom
Job Type:
FullTime
Category:
Finance