Overview:
A leading global tax recovery firm is seeking an experienced and commercially minded CA or CFA to join their business development team as a Regional Director. This is a senior-level, individual contributor role focused on driving new business growth within the withholding tax recovery space. The successful candidate will be responsible for identifying opportunities, engaging institutional investors, and managing the full sales lifecycle from prospecting to deal closure.

Key Responsibilities:

• Identify and research potential clients and new business opportunities

• Define and execute sales strategies and outreach approaches tailored to each prospect

• Build and manage a pipeline of qualified leads through cold calling, emailing, and client meetings

• Lead the end-to-end sales process, including commercial analysis, presentations, proposals, and contract negotiation

• Respond to RFPs and prepare customised sales material for client engagements

• Achieve and exceed annual sales targets and KPIs

• Represent the organisation at industry events, networking forums, and thought leadership platforms

• Enhance brand visibility through content creation and market engagement

• Apply MEDDICC or similar sales methodologies for pipeline management and sales effectiveness

• Stay up to date with market trends, industry developments, and best practices through ongoing professional development

Requirements:

• CA or CFA qualification with a minimum of 2 years post-articles experience

• Front-office experience within the investment management or financial services industry

• Proven sales experience, ideally with institutional investors or asset managers

• Strong commercial and analytical capabilities with a strategic mindset

• Excellent communication, presentation, and negotiation skills

• Confident in engaging stakeholders across all levels, from administrators to C-suite executives

• Able to thrive in a fast-paced, target-driven environment

• Experience with MEDDICC or other structured sales frameworks is advantageous

• Willingness to travel internationally as required

This is an excellent opportunity for a driven and proactive professional to join a global leader in the financial services sector and play a key role in expanding market presence.

If you have not been contacted within 10 working days, please consider your application unsuccessful.