New Business Senior Manager - Private Equity

Role purpose 

The Senior New Business Manager is deployed into our Private Equity Segment, working in the Financial Sponsor Coverage team, responsible for developing, institutionalising, leading and managing long term commercial relationships with financial sponsors including private equity.  

The team creates competitive advantage and drives sustainable, responsible and profitable revenue growth for the firm by acting as a gateway to the wider organisation by identifying and creating qualified fee opportunities for partners and our service lines with through relationship development with individuals at financial sponsors and their portfolio companies.  

The role involves close collaboration with the Head of Financial Sponsor Coverage, sector leaders, Lead Relationship Partners and service line partners to ensure a coordinated, client centric and unified firmwide approach. The role is accountable for managing relationships with established sponsor clients while also expanding BDO’s coverage of new financial sponsors and market participants. 

In addition, the role supports capability uplift by coaching junior New Business colleagues and helping build confidence of junior fee earners through structured “take to market” activity, reinforcing consistent habits and continuous improvement. The role uses available tools and automation to improve consistency, efficiency and traceability, and helps increase awareness of those tools within the deployed area. 

 Key responsibilities 

 Execute targeting and outreach activity against agreed priority lists, ensuring quality and consistency. 

• Tailor outreach and conversation approaches using buyer needs, issue-led context and propositions. 
• Generate and convert conversations into qualified meetings and early-stage relationships. 
• Apply qualification standards consistently, capturing what matters to support effective follow-up and handoff. 
• Focus activity on the highest-value targets and escalate constraints where required. 
• Partner with Markets Activation and Marketing colleagues to ensure propositions and enablement support local new business activity. 
• Work with GTM Business Partners to ensure activity aligns to priorities and is visible in planning and reporting. 
• Capture market insight from conversations (buyer issues, objections, proof point gaps, competitor signals). 
• Feed learning into proposition refinement and future targeting choices through agreed routes (GTM, Content, Markets Activation). 
• Contribute improvements to scripts, templates and playbooks; share what is working with the team. 
• Use available tools and automation to manage outreach, follow-up and traceability with discipline, improving consistency and reducing manual rework. 
• Support local enablement by showing fee earners what tools are available and how to use them in practice (quick demos, templates and “how to” guidance). 
• Coach New Business Managers/juniors on outreach excellence, qualification discipline, handoff quality and CRM discipline. 

You'll be someone with:

• Strong experience in new business development, lead generation or outbound sales in a complex B2B environment (professional services beneficial). 

• Confident engaging stakeholders and generating meetings through credible, issue-led outreach. 

• Strong qualification discipline and ability to balance volume with quality. 

• Strong collaboration across Sales, Marketing and GTM, and comfort operating within a shared sales methodology. 

• Strong performance mindset and CRM discipline, including attribution awareness. 

• Coaching experience or strong capability to develop others. 

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. 

We’re in it together 

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.  From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. 

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another.  At BDO, you’ll always have access to the people and resources you need to do your best work. 

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices.  BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.  With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. 

We’re looking forward to the future  

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.  Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions 

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.  

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