Legacy relationship manager jobs

We are committed to improving diversity and inclusion across our organisation. Don’t meet every single requirement? Studies have shown that women and the Global Majority are less likely to apply for jobs unless they meet every single specification. If you’re excited about the role but your experience or qualifications don’t perfectly align, we encourage you to apply anyway. We particularly encourage applications from underrepresented groups such as the global majority, LGBTQA+, those with a disability and neurodiverse conditions.

The role:

This is a key role within the Executive Leadership team, with accountability for Finance, Procurement and IT at the Globe. You will work collaboratively with the CEO and Executive leadership team to drive strong business as usual delivery, and provide provide balanced insight to Executive Leadership Team and the Senior Leadership Group so that they can take responsibility for questioning routines and rituals, and for streamlining processes that improve efficiency.

The Finance Director is the lead on the Audit and Risk Committee (ARC) and is a key part of other relevant committees. You will also attend and report at Board meetings, developing strong working relationships with Board members, the Artistic Director, Executive Leadership members, members of the Senior Leadership Group (SLG), the Finance and Procurement team, the Globe’s IT contractor, and colleagues throughout the Globe.

The skills:

· Chartered Accountant.

· Extensive Director level business experience in a complex organisation.

· A strategic thinker with entrepreneurial instincts

· Demonstrable experience in managing contracts.

· Experience within the charities sector including understanding of the relevant accounting, taxation and other regulatory requirements this presents.

· Empathy with the work, aims and mission of the Globe including an appreciation of the balance between the charitable purpose and commercial imperatives.

· An effective and flexible leadership and management style with demonstrable ability to inspire, motivate, coach and develop a team.

· Credibility and authority to work effectively and liaise internally with senior staff and externally with Trustees and other stakeholders.

· An excellent negotiator and influencer with string emotional intelligence and good communication skills.

· Analytical problem-solving ability with the appetite and energy to evaluate, challenge and change the status quo.

· Experience in financial and risk compliance and governance issues.

· Accessible and inclusive report writing and presentation skills demonstrated as a part of Board level reporting.

· Positive, determined, pragmatic, and resilient – able to inspire confidence and respect.

· The ability to work flexibly in a creative, fast-moving environment and understand the importance of artistic risk taking and to respond positively to it.

· Experience in, or a personal interest in the arts, heritage/museum, or creative industries.

· Experience of managing IT contracts or IT staff.

The team:

The Finance Department provides timely and accurate financial information to key stakeholders while protecting Shakespeare’s Globe assets and ensures compliance with laws and regulations in relation to financial and taxation matters. Serving as a key partner on topics requiring economic, financial and value for money inputs and expertise, the Finance Department manages Accounting and Financial Reporting, Tax, Banking Relationships, Procurement, Financial Risk Management, Contracts, Management Reporting, and external audit partners

Shakespeare’s Globe:

We celebrate Shakespeare’s transformative impact on the world by conducting a radical theatrical experiment. Inspired and informed by the unique historic playing conditions of two beautiful iconic theatres, our diverse programme of work harnesses the power of performance, cultivates intellectual curiosity and excites learning to make Shakespeare accessible for all.

To apply:

For more information, please download the job description from our website. To apply, please complete the online application form by 9:00am on 2 June 2025.

We regret that because of the high volume of anticipated applications, we may be unable to contact unsuccessful candidates. If you have any queries on the application process or online form, please get in touch.

Contract: Permanent, 35 hours per week (Monday-Friday)

Salary: £36,000 - £41,000 per annum

Location: Hybrid remote - 2 days per week in Burford, OX18 4PF 

Closing date: Thursday 5th June 2025

Interview dates: 1st interviews (via Teams) on Tuesday 17th June 

2nd interviews (at Burford) on Monday 23rd June 2025

At Blue Cross, you'll have the opportunity to make a meaningful impact, helping to ensure we have a data-driven and supporter-centric approach to fundraising, communications and engagement, and delivering insights that drive positive change for pets and the people who look after them.  It’s an exciting time to join us as we move from our legacy CRM to Microsoft Dynamics 365, which will allow us to maximise the value of our data and build more effective reporting.

More about the role

This key role within the Insights team has a focus on delivering marketing selections, implementing supporter journeys, and delivering insights on fundraising, communications and engagement performance.

You'll collaborate closely with the Insights Manager to deliver marketing selections and supporter journeys, as well as analysis and insights that deepen our understanding of our clients and supporters. Your work will ensure that our Data Strategy supports our vision for trusted, accessible information that positively impacts the lives of pets and the people who look after them.

You will have the opportunity to problem solve and experiment to help us drive forward our data maturity, all whilst being a part of a friendly, welcoming and collaborative team. The Insights team provide the metrics, reports and analysis that underpin evidence-based decision making at Blue Cross, and ensure reporting adheres to all legislative and regulatory requirements and quality and integrity standards.

About you

You will be an experienced marketing selections and insights professional with deep understanding and knowledge of data insights tools, systems, processes, and methodologies that you can apply quickly. You will have experience of segmenting and selecting individuals for communications journeys, ideally within the charity sector. You will enjoy learning and working with new software, and you’ll have a can-do approach.

You will be confident, proactive, and articulate in promoting data, insights and the benefits of evidence-based decision making.

Competent in using various analytical tools and techniques, you will be able to demonstrate the ability to effectively analyse complex data from diverse sources. 

Your effective verbal, written and presentation skills will enable you to work with both technical and non-technical colleagues at all levels of an organisation, and to negotiate, influence, engage and quickly build credibility with colleagues and external parties. 

Knowledge, skills, and experience 

• Experience producing interactive reporting and dashboards for different levels of management within the organisation, using Power BI or other business intelligence tools. 
• Experience of marketing selection processes 
• Excellent analytical skills 
• Experience in effectively communicating analysis findings and producing user-friendly content for different audiences. 
• Confidence working with large and diverse datasets, gathering relevant supplementary data and analysing and interpreting this data to generate insights 
• Proven interpersonal skills, including the ability to negotiate, influence and quickly build credibility with colleagues and external parties. 
• Ability to convey complex ideas and methodologies to engage an audience, clearly and with impact. 

Although not essential, it would be great if you had:

• Experience working for a charity or not for profit. 
• Microsoft Power BI experience 
• Experience using marketing selection software such as the Apteco suite (FastStats and PeopleStage) 
• Expertise in writing SQL queries 
• Experience using data warehouses, relational databases and analysis packages, and working with large and complex datasets.  
• Experience in working with insights across the customer journey and embedding in an organisation. 

Full support and training will be given for any software we use that is new to you.

Want to know more? We have attached the job description which hopefully gives you everything you need.

As this role involves regular presence within the office, candidates must live within a reasonable distance to our Burford office (for example no longer than one and a half hours one way). 

How to apply

Click the apply button below and complete the online application process before the closing date. We reserve the right to close this vacancy early should we receive an overwhelming response. Applicants who have applied in the last six months are not required to apply again.

Blue Cross benefits

Our people are the most important part of delivering our purpose. If it were not for their amazing efforts and commitment, we would not be able to make the difference that we do today.  

In return, Blue Cross wants to ensure we provide you with the best working environment we can. We want you to be happy working for us and will do everything we can to make sure you are.  

Our generous benefits package includes: 

• Full time equivalent of 38 days holiday rising to 43 with service (including Bank Holidays)  
• Programmes for physical and mental wellbeing support  
• Free access to GP via MetLife- 24/7 GP services, private prescriptions and more for you and your family   
• Free physiotherapy advice and face to face intervention  
• Health cash plan  
• Unlimited access to an employee assistance programme  
• Pension scheme with enhanced employer contribution   
• Professional fees paid with Continuing Professional Development and personal development support.  
• Life assurance   
• 20% discount on Pet Plan pet insurance   
• Enhanced family friendly policies   
• Recognition scheme   
• Annual volunteer days  
• Charity worker discounts across a variety of retailers 

To read more about the benefits Blue Cross has to offer, please visit the 'why work for us' page on our website.

About Women in Prison

Women in Prison is a national, women-led, feminist organisation. We deliver front line support to women harmed by the criminal justice system, through our work in prisons, in the community and ‘through the prison gate’ as they resettle back into their communities. We also campaign for systems change that addresses the root causes of offending, reduces the harmful impact of prison, and creates workable, community-based alternatives to imprisonment.

Job Description:

Job Purpose:

The Family Advocate will provide trauma-informed specialist support to women in the community and in prison who are at risk of losing custody of their children/have already experienced child removal. This role will also upskill colleagues, and work with Children’s Social Care teams to improve the response to women impacted by the criminal justice system.

Key Responsibility Areas 

1.      Provide high-quality, trauma-responsive support to women in contact with the criminal justice system, who are at risk of experiencing/have experienced child removal. 

2.      Provide expert advice and support to colleagues, including upskilling through information and training sessions on Children’s Social Care and family court processes, and increase Children's Social Care teams' knowledge and understanding on women in the criminal justice system.   

3.      Develop effective relationships with key stakeholders, such as Children’s Social Care, probation, prison, to ensure a collaborative approach to women’s needs. 

4.      Monitor case management systems to ensure accurate and timely data recording, aligning with contract KPIs and WIP policies.

CAT is seeking a Director of Development to lead our transformative plans for the regeneration of our Llwyngwern Quarry home, and lead our fundraising, marketing and comms, policy and partnerships.

You will have excellent fundraising knowledge, skills and experience, as well as knowledge of marketing and comms, and the ability to network and influence key stakeholders

About CAT

The Centre for Alternative Technology (CAT) is an internationally renowned environmental charity, a world-leading eco centre, and one of the foremost providers of postgraduate environmental education in the UK, based near Machynlleth in Mid Wales.

CAT provides inspiration, education and training in solutions to the climate and biodiversity emergency.

Key activities include a visitor centre where groups can see solutions in action, residential short courses, vocational training and postgraduate degrees in a wide range of sustainability-related topics, with online courses and events offered alongside in-person learning.

CAT has ambitious and transformative plans to scale up what we do in response to the climate and biodiversity emergency.  It is an exciting time to join the organisation in a senior leadership role.  We have a £25 million redevelopment plan for our Llwyngwern Quarry home, known as Cynefin.  We have secured £13.5 million from the UK and Welsh Government through the Mid Wales Growth Deal and private match funding for the first phase.  The Director of Development will lead the capital fundraising campaign as well as playing a key role in the charity’s Senior Management Team and leading and managing the fundraising, marketing and communications, and Innovation Lab teams.

The postholder will bring substantial senior fundraising experience and a strong track record in effective and collaborative leadership. In addition, experience of strategic leadership in policy and communications and marketing would be an advantage.

Job details:

DoD250514

Area of Responsibility: Leadership of CAT’s fundraising, marketing, communications, policy and partnerships

Responsible to: Co-Chief Executive Officer (Co-CEO)

Responsible for: Staff employed within the fundraising, marketing and comms, and Innovation Lab teams

Contract type: Permanent

Responsibility Grade: 9 (£54,000 - £67,200)

Location: Flexible: home-working with regular visits to the CAT eco centre near Machynlleth

Hours: Full time: 37.5 hours per week (1.0 FTE).

Working Days: Usually Monday to Friday. Occasional weekend and evening working.

Salary and employee benefits:

£54,000 per annum

CAT offers a generous annual leave allowance of 25 days p.a., plus bank holidays (usually 7-8 days), plus additional allowance at Christmas (usually 3 days), plus 1 extra day for every year worked (up to 5 days).

CAT also offers an attractive package of employee benefits, including:

· a free cooked lunch and free hot drinks from the café whenever working from the CAT eco centre

· 40% discount on retail goods purchased from CAT

· Opportunities for CPD training, qualifications & professional memberships to be funded by CAT

· Opportunity to take 1 CAT short course per year free-of-charge

· the opportunity to purchase additional holiday days

· a ‘Cycle to Work’ scheme

· 5% pension contribution

· generous maternity and paternity entitlement and Death In Service benefit

· 2 hours per month for general health & wellbeing & 2 hours per month for Welsh language tuition.

Work remotely: See Location

Application deadline: 5pm 15 June 2025

Interviews to be held: week commencing 23 June 2025(on site)

Expected start date:  As soon as possible

Overview of Role

1. The Director of Development is responsible for developing and leading strategies to grow the organisations financial resources, supporter base and brand recognition. The Director of Development will lead and manage the fundraising team and have overall responsibility for ensuring the effective leadership and management of the Marketing and Comms and Innovation Lab teams in conjunction with the Co-Heads of Marketing and Comms and Innovation Lab Manager.

2. The Director of Development is responsible for developing and implementing a fundraising strategy, tactics and plans, to deliver the multi-million pound revenue funding needed for CAT to meet its strategic ambitions as well as to build up its reserves.

3. The Director of Development is responsible for developing and delivering the capital fundraising campaign to secure the Mid Wales Growth Deal funding and raise the private match to enable us to deliver on Cynefin.

4. The role involves developing and delivering strategies for increasing core and project-focused income from individual donors, charitable trusts, statutory sources and companies.

5. The post involves development of fundraising bids and pitches in support of the above.

6. The Director of Development will build and maintain strong and trusted senior level relationships with key stakeholders in government, funders, high net worth individuals, corporates and partner organisations

7. The post holder will lead on enhancing CAT’s approach to measurement of impact and ensuring effective systems are in place for monitoring and evaluation.

8. The post will be responsible for oversight of marketing and communications, including ensuring effective marketing and communications strategies are developed, implemented, monitored and evaluated

9. As a key member of CAT’s Senior Management Team, you will play a significant role in the overall leadership and management of the organisation and in particular you will make a significant contribution to the refinement and delivery of our vision, mission and values

10. The postholder will be responsible for setting and managing the budget.

Main Responsibilities

FUNDRAISING AND INCOME GENERATION

· Develop and clearly articulate the case for support for CAT that positions it for fundraising success. Determine the most effective way of positioning its case as compelling and unique.

 ·         Develop, implement and evaluate a comprehensive fundraising programme that meets the needs of the organisation. This includes setting the overall goals and objectives for fundraising, alongside the Co-CEOs and leading the delivery of strategies to achieve these goals.

·Identify, prioritise, cultivate, solicit and steward a major gifts portfolio that includes individuals and organisations, with a particular emphasis on trusts and foundations.

· Working closely with the Co-CEO, refine and lead the organisation’s strategy for securing increased support from statutory sources, including Welsh and UK Government.

· The post will be responsible for oversight of fundraising, including ensuring effective fundraising strategies are developed and implemented for increasing giving, recruitment and retention of members and supporters including legacies, as well as for trusts and corporates.

· Work closely with the Co-CEO, Head of Eco Centre and Project Director to update on progress with funding and funders requirements.

· Lead the development of funding bids and tenders, working with the Co-CEO, Head of Eco Centre, Head of School, fundraising team, trustees and other staff across the organisation.

· Build the realisation of core funds and overhead costs into all bids and tenders.

· Work with the Co-CEO and Management Accountant to ensure strong systems are in place for the financial management of projects and the realisation of projected core and overhead contributions.

·Work collaboratively with colleagues to create robust systems for prospect research, stewardship and contact management.

·Provide regular reports on progress and results with prospects in portfolio.

·In collaboration with the Co-CEO and other senior managers, establish and maintain links with the government, business and voluntary sectors with a view to attracting financial support.

·         In collaboration with the Co-CEO oversee CAT’s external networking and advocacy, in collaboration with staff across the organisation.

·         Lead on embedding the measurement of impact of the charity’s activities across the organisation.

COMMUNICATIONS

 · Working with the CoCEO and Co-Heads of Marketing and Comms, provide leadership to the organisation’s communications and marketing work.

· Working with the Marketing and Comms team, create and oversee the delivery of a marketing and communications strategy that will enhance and build upon CAT’s excellent reputation and enable the effective marketing of CAT’s services and communication of key messages.

·Advise and support the Marketing and Comms team in relation to brand-building, campaigns, supporter mobilisation, media relations and defensive PR.

Working with the Co-Heads of Marketing and Comms and team, develop and update a record of key information and clear and consistent messages about CAT’s work, goals and achievements. Oversee the implementation of key messages in CAT’s communications.​

STRATEGIC AND MOTIVATIONAL LEADERSHIP

· Provide inspirational, collaborative and effective leadership over the range of CAT's fundraising and development activities, harnessing the commitment and knowledge of the staff.

OTHER

• To undertake such other duties and responsibilities as required by the Co-CEO.

 THE PERSON:

Candidates for the role must bring substantial experience and broad expertise and contacts in fundraising, including managing and supporting a fundraising team.

You will have a proven track record of generating significant funds through trust, statutory and corporate sources and from individual giving, preferably including prior success in leading a multi-million capital campaign as well as driving increased core income.

You will need strong experience and skills in networking and developing relationships with individuals and organisations.  Experience of leading marketing and communications work would be an advantage.

Candidates should also have a wide range of business development and communications skills including entrepreneurial flair, excellent communication and inter-personal skills and strong organisational abilities.

Empathy and enthusiasm for the purpose, values and challenges of CAT are essential, together with a collaborative and determined leadership style and the gravitas and presence to inspire confidence at a variety of levels.

Applications should be forwarded to vacancy email address by the deadline stating the job title in the Subject line.

Any queries should be addressed to vacancy email address

Applications are required, CVs will not be accepted.

Please visit our website for further details