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Grade Level (for internal use):
13Global Head of New Business – Partnerships Retreats
Employer: With Intelligence
Job Title: Global Head of New Business – Partnerships Retreats
Location: London or New York
Job Type: Full Time, Permanent
The Role
The Partnerships Retreats business provides senior asset management business development professionals with exclusive opportunities to connect, engage and learn from leading institutional investors and consultants through highly curated networking experiences.
As the business continues to expand globally, we are seeking an experienced Global Head of New Business to lead our new business acquisition strategy and sales team.
Managing a team of three Business Development Managers (1 UK-based and 2 US-based), the successful candidate will be responsible for driving global membership growth, establishing sales excellence, ensuring comprehensive market coverage and creating a high-performance culture focused on pipeline generation and conversion.
This is a player-manager role. Alongside leadership responsibilities, the successful candidate will maintain personal sales responsibility for strategic opportunities and key target accounts.
The role requires close collaboration across With Intelligence, particularly with Platform Sales, Account Management, Client Services, Marketing, Events and Product teams to maximise growth opportunities and deliver a seamless customer experience.
Key Responsibilities
Leadership & Sales Management
Lead, coach and develop a global team of Business Development Managers.
Create a culture of accountability, performance and continuous improvement.
Establish and monitor KPIs, sales activity metrics and performance standards.
Conduct regular pipeline reviews, forecasting sessions and deal strategy meetings.
Ensure consistency in sales execution and best-practice adoption across all regions.
New Business Development
Develop and execute global new business acquisition strategies.
Drive membership growth across asset management firms globally.
Ensure maximum penetration and coverage of the target universe.
Build and maintain a robust pipeline of qualified opportunities.
Consistently deliver against individual and team revenue targets.
Individual Sales Responsibility
Personally manage strategic opportunities and key target accounts.
Own the full sales cycle from prospecting through negotiation and close.
Engage senior stakeholders across business development, fundraising and executive leadership functions.
Commercial Collaboration & Cross-Sell
Build strong working relationships with With Intelligence Platform Sales teams globally.
Drive referral generation and cross-sell opportunities across the wider business.
Create processes that encourage collaboration and opportunity sharing between teams.
Work closely with Marketing, Events and Content teams to maximise lead generation.
Partner with Client Services and Account Management teams to ensure smooth onboarding and client transitions.
Client Handover
Ensure all new members are effectively transitioned to the Account Management team following contract completion.
Support a seamless onboarding process that sets clients up for long-term success.
Maintain clear ownership boundaries between new business acquisition and ongoing account management.
Data & Market Intelligence
Utilise With Intelligence proprietary data and S&P intelligence to drive prospecting and account prioritisation.
Develop data-led targeting strategies based on fundraising activity, investor engagement and market developments.
Ensure the sales team fully leverages available data assets to maximise prospecting efficiency and conversion rates.
Provide market feedback and commercial insight to support future growth initiatives.
Pipeline Management & Forecasting
Maintain accurate pipeline management and forecasting through Salesforce.
Monitor sales velocity, conversion rates and opportunity progression.
Ensure CRM data quality and sales process compliance.
Deliver regular reporting on performance against targets and business objectives.
Requirements
Essential
8+ years' experience in B2B new business sales.
Demonstrated success leading high-performing sales teams.
Proven track record of exceeding revenue targets.
Strong consultative sales experience with senior decision-makers.
Experience managing complex sales cycles.
Strong forecasting, pipeline management and CRM expertise.
Excellent communication, coaching and leadership skills.
Experience using data and market intelligence to drive sales strategy.
Willingness to travel internationally.
Desirable
Asset management, alternatives or institutional investment industry experience.
Experience selling memberships, events, communities or subscription-based solutions.
Knowledge of fundraising and institutional investor engagement.
Experience within PE-backed, high-growth organisations.
Existing network within asset management and institutional fundraising markets.
Personal Attributes
Commercially driven and highly ambitious.
Strong player-coach leadership style.
Data-oriented and analytical.
Disciplined in sales execution and pipeline management.
Collaborative and influential across functions.
Resilient, proactive and results-focused.
Strategic thinker with strong execution capabilities.
Success Measures
Revenue & Growth
New business revenue generated.
Number of new member firms acquired.
Team quota attainment.
Sales Effectiveness
Pipeline coverage ratios.
Opportunity conversion rates.
Forecast accuracy.
Sales activity and productivity metrics.
Collaboration
Opportunities sourced through Platform Sales referrals.
Cross-sell revenue contribution.
Effectiveness of collaboration with internal stakeholders.
Client Success
Quality of client handovers.
Onboarding effectiveness.
Long-term member retention performance following transition to Account Management.
Data Utilisation
Prospect universe coverage.
Adoption of With Intelligence and S&P data assets.
Pipeline quality generated through intelligence-led prospecting.
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence.
What’s In It For You?
Our Mission:
Advancing Essential Intelligence.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: Know Your Rights: Workplace discrimination is illegal
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10 - Officials or Managers (EEO-2 Job Categories-United States of America), SLSGRP103.2 - Middle Management Tier II (EEO Job Group)
