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

Highvern Trustees Limited; London; On-site; GBP 80,000 - 110,000; Full time

Job summary

Highvern Trustees Limited is seeking a Senior Manager/Associate Director/Director to lead funds organic growth in London and Channel Islands. The role focuses on client acquisition, relationship management, and leveraging industry networks to drive business development. Candidates with extensive experience in fund structuring and a strong client-facing background are encouraged to apply.

Qualifications

• 7-10 years of relevant industry experience in funds.
• Demonstrable success in client relationship management.
• Proven track record of exceeding sales targets.

Responsibilities

• Develop and implement strategic initiatives to expand client base.
• Manage sales processes from prospecting to contract signing.
• Build strong, long-lasting client relationships.

Skills

Client Relationship Building

Business Development

Communication Skills

Strategic Thinking

Education

Chartered Accountant or equivalent

Business-oriented or Economics Degree/Masters

Job description

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

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

Position

Key Accountabilities:

• Develop and implement strategic initiatives to win new mandates and expand our client base.
• Identify opportunities to cross-sell services to existing clients, enhancing client relationships and maximizing revenue potential.
• Identify and build meaningful relationships with intermediaries and participate in industry events, networks, and conferences.
• Maintain an in-depth understanding of Highvern's products, services, systems, and capabilities.
• Assist with and manage the entire sales process, from prospecting and client meetings to proposal negotiations and contract signing, ensuring a seamless handover to the client service team.
• Identify and implement business development initiatives to penetrate new customer segments and markets.
• Build and maintain strong, long-lasting client relationships through exceptional service and understanding of client needs.
• Stay abreast of industry trends, regulations, best practices, market conditions, and competitor activities to identify new opportunities and inform sales strategies and tactics.
• Work closely with internal teams, including marketing and client services, to ensure a cohesive approach to sales and client management and to provide tailored solutions for customers.
• Conduct thorough market research to identify and target potential clients, developing strategies to attract and secure new business opportunities.

Requirements

• Depending on the seniority of the role,7-10 years’ relevant industry experience and must have demonstrable experience of working in a funds environment at senior manager level and above.
• Proven ability to build strong client and intermediary relationships that result in clients and intermediaries following the candidate to new roles or firms.
• Ideally, possess a comprehensive understanding of fund structuring and regulatory frameworks, in particular relating to private capital strategies (PE, VC, Debt, RE etc), with the ability to comprehensively discuss the advantages and disadvantages of various jurisdictions with clients.
• Demonstrated ability to successfully win new clients and mandates, with a track record of achieving or exceeding sales targets.
• Demonstrates innovative thinking and a proactive approach to idea generation and business development.
• Extensive network and strong relationships within the funds industry, including with key intermediaries and stakeholders.
• Experience working with fund structures in more than one of the following jurisdictions: Jersey, Guernsey, Ireland and/or Luxembourg is advantageous.
• Experience from fund manager organisations, investor relations management, M&A, consulting or auditing is an advantage.
• Experienced in marketing and selling professional services incl. running sales processes, negotiations and closing deals towards CFO, CEO and board levels.
• Collaborative team player with excellent verbal, presentational, and written communication skills.
• Experience from fund manager organisations, investor relations management, M&A, fund consulting or auditing is an advantage.
• Professionally qualified as a chartered accountant (or equivalent) and/or holding a relevant business-oriented or economics degree/masters.

Other information

We are ideally seeking a candidate that is either:

• a client-facing funds professional looking for the challenge of building a book of new clients with the potential to transition back to client servicing; or
• a former client-facing professional now in a sales role within fund administration.