Global Head of Relationship Management – Administration Solutions

Jobtailor; Greater London; On-site; GBP 120,000 - 180,000; Full time

Job summary

Waystone is seeking a senior Relationship Manager to lead coverage of Administration Solutions clients and align delivery across the business. You will design engagement models, build top client plans, and pursue cross-sell opportunities with Business Development teams to grow revenue.

As escalation point and Executive Sponsor, you will monitor profitability, KPI metrics, and RFP/RFI support, while maintaining a broad external network with industry partners to inform strategy and compliance.

Qualifications

• Motivated with enhanced interpersonal skills and adept at building client relationships.
• Exceptional communication, interpersonal, and stakeholder-management skills.
• Highly organised, adaptable, analytically strong decision-maker with the ability to set priorities and execute effectively.
• Collaborative, service-oriented leadership style with a commitment to continuous improvement and alignment with organisational values.
• Minimum 15 years’ experience in an investment funds environment.
• Fund administration experience vital.
• Client facing background with presentation skills.
• Strong academic background including a Degree in Finance/Business/Economics or related field.
• Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)

Responsibilities

• Manage directly assigned clients and oversee coverage of all Administration Solutions clients
• Coordinate a consistent coverage model under the Administration Solutions Relationship Management program
• Design engagement models supporting client delivery satisfaction, C-suite engagement, strategy communication, client visits, events, and growth
• Create a documented Relationship Management program targeting agreed top 30–50 clients, with lower-level coverage for other clients
• Promote a best-in-class client service culture and partnership approach
• Engage with Relationship Management teams across Waystone to deliver consistent service across countries and products
• Act as escalation point and Executive Sponsor for administration clients, investment managers, Fund Sponsors, and Promoters
• Develop and maintain account plans and pursue commercial and cross-sell opportunities with Business Development teams
• Monitor relationship profitability, revenue growth, and Accounts Receivable
• Support RFPs/RFIs, onsite visits, client pitches, due diligence, external events, meetings, and conferences
• Maintain an external network across depositaries, auditors, law firms, and ecosystem partners
• Monitor market developments, regulatory changes, and industry trends
• Champion collaboration, cross-functional teamwork, and open communication
• Communicate customer feedback and concerns internally and ensure responses or actions are delivered
• Communicate business and regulatory needs to clients and support regulatory intelligence build-out
• Drive service-creep monitoring and KPI management
• Manage and develop Relationship Manager skills across soft skills, technical, product, and regulatory knowledge

Skills

Interpersonal skills

Stakeholder management

Communication skills

Analytical decision-making

Leadership

Organisational skills

Client relationship management

Regulatory knowledge

Strategic thinking

Education

Degree in Finance/Business/Economics

Tools

MS Office

Job description

• Manage directly assigned clients and oversee coverage of all Administration Solutions clients


• Coordinate a consistent coverage model under the Administration Solutions Relationship Management program


• Design engagement models supporting client delivery satisfaction, C-suite engagement, strategy communication, client visits, events, and growth


• Create a documented Relationship Management program targeting agreed top 30–50 clients, with lower-level coverage for other clients


• Promote a best-in-class client service culture and partnership approach


• Engage with Relationship Management teams across Waystone to deliver consistent service across countries and products


• Act as escalation point and Executive Sponsor for administration clients, investment managers, Fund Sponsors, and Promoters


• Develop and maintain account plans and pursue commercial and cross-sell opportunities with Business Development teams


• Monitor relationship profitability, revenue growth, and Accounts Receivable


• Support RFPs/RFIs, onsite visits, client pitches, due diligence, external events, meetings, and conferences


• Maintain an external network across depositaries, auditors, law firms, and ecosystem partners


• Monitor market developments, regulatory changes, and industry trends


• Champion collaboration, cross-functional teamwork, and open communication


• Communicate customer feedback and concerns internally and ensure responses or actions are delivered


• Communicate business and regulatory needs to clients and support regulatory intelligence build-out


• Drive service-creep monitoring and KPI management


• Manage and develop Relationship Manager skills across soft skills, technical, product, and regulatory knowledge

Requirements

• Motivated with enhanced interpersonal skills and adept at building client relationships


• Exceptional communication, interpersonal, and stakeholder-management skills


• Highly organised, adaptable, analytically strong decision-maker with the ability to set priorities and execute effectively


• Collaborative, service-oriented leadership style with a commitment to continuous improvement and alignment with organisational values


• Minimum 15 years’ experience in an investment funds environment


• Fund administration experience vital


• Client facing background with presentation skills


• Strong academic background including a Degree in Finance/Business/Economics or related field


• Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)

Core Competencies

Demonstrates expertise in client relationship management, with a strong focus on client satisfaction, engagement strategies, and cross-functional collaboration. Possesses extensive experience in fund administration and a solid academic background in Finance, Business, or Economics.

Highest-signal resume keywords

• Client Relationship Management


• Fund Administration Experience


• Stakeholder Management


• Presentation Skills


• Regulatory Knowledge

ATS Optimization Keywords

Hard Skills

• Client Engagement Strategies


• Account Planning


• Revenue Growth Monitoring


• KPI Management


• RFP/RFI Support

Soft Skills

• Interpersonal Skills


• Communication Skills


• Analytical Decision-Making


• Collaborative Leadership


• Adaptability

Industry Keywords

• Investment Funds


• Client Service Culture


• Market Developments


• Regulatory Changes


• Cross-Sell Opportunities

Tools & Technologies

• MS Office