Director - Investment Solutions FTC

Waystone Governance Ltd.; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading asset management firm seeks an experienced Client Services Manager to lead a dedicated team within Investment Solutions. The role involves managing client relations, delivering exceptional service, and overseeing multiple functions like investor relations, marketing, and events. Ideal candidates will have over seven years of experience, strong leadership skills, and proficiency in Salesforce. The position offers a compelling opportunity to drive client interactions and business results in a collaborative and inclusive environment.

Qualifications

• 7+ years' experience in client interactions within asset management.
• Previous experience in managing a team effectively.
• Excellent communication skills in English.

Responsibilities

• Lead and manage Client Services team within Investment Solutions.
• Ensure all deliverables from the Client Services team support stakeholders.
• Maintain strong relationships with clients and investors.

Skills

Client relationship management

Team management

Attention to detail

Communication skills

Salesforce proficiency

Education

B.A. degree in Finance/Business/Economics

Tools

Salesforce

Excel

PowerPoint

Job description

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Please note, this is a 12 month fixed-term contract.

For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide.

Our success depends upon our ability to attract and retain the best, most diverse talent and provide our employees with a broad spectrum of professional development opportunities. Our workplace environment is an inclusive one, where employees can be themselves, reach their full potential and drive business results.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To lead and manage the Client Services team within Investment Solutions.

To be responsible for all deliverables that the Client Services team have to all stakeholders: both external and internal.

To organise, co‑ordinate, teach and develop the wider team to support these deliverables.

To maintain and develop a leadership role for other team members.

The role is multi‑faceted and covers client services, investor relations, events, branding marketing and the co‑ordinates the governance and reporting of the Investment Solutions team to the wider organisation.

The individual should have the ability to problem solve and deliver on client requests. This will include, but not limited to, all investor relations work (investor meeting coordination, RFPs, due diligence, country registrations co‑ordination, platform onboarding, databases, distribution agreements, rebate management etc.)

Communicate on annual targets, deliverables and commitments to all investment managers.

To have strong relationships with clients (both investment managers and investors) and to be an individual that they can come to for help and can rely on from the team.

Lead & develop our service offering to investment managers and how we can communicate ongoing sales activity, pipeline progression and asset raising achievements.

Lead in marketing, branding and events initiatives and build out a marketing annual calendar for the Investment Solutions team.

To communicate and commit to deliverables for the year to investment managers and see these come to fruition. To drive discussion on how to market our funds with the team and to brainstorm and develop new materials and content for our business.

Organise, oversee the annual roadshow schedule and co‑ordinate meeting deliverables across the team.

Build and develop the processes and reporting deliverables that the Client Services and Investment Solutions team undertakes.

Lead and oversee all team governance and reporting to the wider organisation – understand deal flows, all of our clients, shareholder registers, asset raising targets, deliverables and board reporting.

Collect and report on Sales team data in a clear and concise manner to review targets and achievements.

To share this with the Global Head of Distribution and lead on team reporting.

Drive and build initiatives across the team to improve efficiencies for the Sales team, internal processes, reporting and relationship management.

To have the ability to manage and organise high workload to meet deadlines across all stakeholders.

Understand all aspects that create a highly motivated Sales team and how the business works.

To have strong proficiency in Salesforce and email marketing tools to record, track and report on all activities.

To exhibit an excellent attitude, understanding and results‑driven approach to client relationship management.

To deliver a service above expectations and to develop a significant value‑add proposition of Investment Solutions to both investment managers and clients.

REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience:

• 7+ years' experience in working with clients and with exposure to alternative UCITS and AIFs, ideally within an Investor Relations or Client Relations team for an asset manager or fund service provider.
• Previous team management experience.
• Excellent oral and written communication skills in English.

• High level of attention to detail.
• The ability to work to deadlines.
• Collaboration with colleagues across geographic and functional boundaries.
• An ability to combine an understanding of local markets within the wider business & regulatory context.
• High levels of personal integrity and client service.
• Self-motivation and confidence.
• Solid computer skills, particularly in Salesforce or a similar CRM system, Excel and PowerPoint.

Education:

• Strong academic background including a Degree in Finance/Business/Economics or related field.
• Minimum B.A. degree from a reputable institution, preferably within a finance-focused curriculum.