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Senior Manager/ Associate Director/ Director – Funds Organic Growth (London/ Channel Islands)

Highvern Trustees Limited

London

On-site

GBP 80,000 - 110,000

Full time

4 days ago
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Job summary

A leading provider of private wealth and fund administration services seeks a Senior Manager/Associate Director/Director for their London office. The ideal candidate will leverage their extensive client relationships and industry knowledge to drive business growth and manage client engagement effectively. With a focus on strategic initiatives, this role promises a dynamic work environment where proactive individuals will thrive.

Qualifications

  • 7-10 years of relevant industry experience in funds.
  • Strong track record in client and intermediary relationship building.
  • Experience with fund structures in jurisdictions such as Jersey, Guernsey, Ireland, or Luxembourg is advantageous.

Responsibilities

  • Develop and implement strategic initiatives to acquire new mandates.
  • Identify opportunities for cross-selling services to existing clients.
  • Manage the entire sales process from prospecting to contract signing.

Skills

Client Relationship Management
Business Development
Sales Strategy
Fund Structuring Knowledge
Communication Skills

Education

Professional qualification as a chartered accountant
Business or Economics degree/Master's

Job description

Senior Manager/ Associate Director/ Director – Funds Organic Growth (London/ Channel Islands)

Location: London

Salary Range: GBP 80,000 - 110,000

About HIGHVERN

We are an award-winning provider of private wealth, fund, and corporate administration services.

Position Overview

Key Responsibilities:

  1. Develop and implement strategic initiatives to acquire new mandates and expand the client base.
  2. Identify opportunities for cross-selling services to existing clients to strengthen relationships and increase revenue.
  3. Establish meaningful relationships with intermediaries and participate in industry events, networks, and conferences.
  4. Maintain comprehensive knowledge of HIGHVERN's products, services, systems, and capabilities.
  5. Manage the entire sales process from prospecting to contract signing, ensuring smooth handover to the client service team.
  6. Identify and execute business development strategies to enter new markets and customer segments.
  7. Build and sustain strong, long-lasting client relationships through excellent service and understanding client needs.
  8. Stay informed about industry trends, regulations, market conditions, and competitor activities to identify opportunities and adapt strategies.
  9. Collaborate with internal teams, including marketing and client services, to deliver tailored solutions and unified client management.
  10. Conduct market research to identify potential clients and develop strategies to attract new business.
Candidate Requirements
  1. 7-10 years of relevant industry experience, with proven senior management experience in a funds environment.
  2. Strong track record of building client and intermediary relationships that lead to follow-on business.
  3. Knowledge of fund structuring and regulatory frameworks, especially related to private capital strategies (PE, VC, Debt, RE), and ability to discuss jurisdictional advantages/disadvantages.
  4. Successful history of winning new clients and mandates, meeting or exceeding sales targets.
  5. Innovative, proactive approach to business development and idea generation.
  6. Extensive network within the funds industry, including key intermediaries and stakeholders.
  7. Experience with fund structures in jurisdictions such as Jersey, Guernsey, Ireland, or Luxembourg is advantageous.
  8. Background in fund management, investor relations, M&A, consulting, or auditing is a plus.
  9. Experience in marketing and selling professional services, including negotiations and closing deals at executive levels.
  10. Excellent communication skills, both verbal and written, and ability to present effectively.
  11. Professional qualification as a chartered accountant or similar, or a relevant business or economics degree/masters.
Additional Information

Ideal candidates are either:

  • Client-facing funds professionals seeking to build a new client portfolio with potential to transition back to client servicing; or
  • Former client-facing professionals now in sales roles within fund administration.
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