Senior Relationship Manager - ManCo

Morgan McKinley; Dublin; Hybride; EUR 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Hybrid working model

Pension and comprehensive benefits

Performance-related bonus

Competitive base salary

Résumé du poste

Morgan McKinley is seeking a Senior Relationship Manager to join their Irish financial services business and oversee a portfolio of institutional clients and investment funds. The role involves coordinating governance, regulatory obligations and service delivery across a broad stakeholder network including fund boards, investment managers and regulators.

You will drive client relationships across AIF and UCITS platforms, manage onboarding and launches, and work with senior management on

Qualifications

• Degree qualification required.
• CFA/IMC or regulatory/compliance qualifications advantageous.
• 15+ years' experience in the investment funds industry.
• Strong knowledge of Irish UCITS and AIF structures and Central Bank of Ireland standards.
• Experience presenting to fund boards and senior stakeholders.

Responsabilités

• Take ownership of a portfolio of AIF and UCITS clients, acting as a senior relationship contact and ensuring high service standards.
• Develop and maintain relationships with investment managers, institutional clients, fund boards and senior stakeholders.
• Lead regular client service meetings, manage actions, issues and deliverables.
• Prepare for and attend fund board and committee meetings with board papers and materials.
• Provide input to boards on governance, regulatory obligations and industry developments.
• Coordinate engagement with the Central Bank of Ireland for authorisations and regulatory matters.
• Onboard and launch new clients and funds, including KYC/AML and third-party due diligence.
• Work with fund administrators, depositaries, custodians and service providers on operations and issues.
• Oversee NAV production, reconciliations, reporting and service-provider performance.
• Identify opportunities to develop existing relationships and support new business activity.
• Collaborate on proposals, pitches and RFPs and represent the firm at industry events.

Formation

Bachelor's degree or equivalent

CFA/IMC advantageous

Description du poste

Our client is an established financial services business providing third-party ManCo and AIFM solutions to asset and wealth managers across a range of international markets.

They are seeking a Senior Relationship Manager to join their Irish business and take responsibility for a portfolio of institutional clients and investment funds.

The successful candidate will work closely with fund boards, investment managers, internal teams, regulators and external service providers, acting as a trusted senior point of contact throughout the client and fund lifecycle.

Main Responsibilities

• Take ownership of a portfolio of AIF and UCITS clients, acting as a senior relationship contact and ensuring a consistently high standard of client service.
• Develop and maintain strong, long-term relationships with investment managers, institutional clients, fund boards and other senior stakeholders.
• Lead regular client service meetings and ensure actions, issues and deliverables are appropriately managed and followed through.
• Prepare for and attend fund board and committee meetings, including reviewing board papers and supporting materials.
• Provide practical input to boards on governance, regulatory obligations, oversight responsibilities and relevant industry developments.
• Review board minutes and ensure appropriate follow-up of agreed actions.
• Manage and coordinate engagement with the Central Bank of Ireland in relation to fund authorisations, notifications, regulatory clearances and ongoing regulatory matters.
• Coordinate regulatory clearance processes across internal teams, clients and external advisers.
• Support the onboarding and launch of new clients and funds, including KYC/AML, operational due diligence and service-provider assessments.
• Work closely with fund administrators, depositaries, custodians, transfer agents and other service providers to oversee operational matters and resolve issues.
• Maintain oversight of key fund lifecycle activities, including NAV production, reconciliations, reporting and service-provider performance.
• Identify opportunities to develop existing client relationships and support new business activity.
• Work with senior management and business development teams on proposals, pitches and RFPs.
• Represent the business at relevant industry meetings and events and contribute to the firm's market profile.
• Provide guidance and mentoring to more junior relationship management colleagues.
• Contribute to the development and improvement of client servicing, governance and operational processes.

Requirements

• Degree qualified; relevant professional qualifications such as CFA, IMC or a regulatory/compliance qualification would be advantageous.
• 15+ years' experience within the investment funds industry.
• Strong, ideally current or recent, experience within a regulated ManCo/AIFM environment is highly desirable.
• Direct experience working with Irish UCITS and AIFs.
• Strong knowledge of the Central Bank of Ireland regulatory framework and requirements applicable to Irish investment funds.
• Previous experience acting as a Designated Person for one or more relevant functions would be highly advantageous.
• Proven experience working with and presenting to fund boards and senior stakeholders.
• Strong understanding of Irish fund structures, including ICAVs, ILPs and CCFs.
• Good technical understanding of fund administration, NAV production, depositary and custody arrangements, transfer agency and fund documentation.
• Experience with fund launches, regulatory clearances, fund changes and other Central Bank processes.
• Strong understanding of risk, compliance, AML/KYC and operational oversight within a ManCo environment.
• Excellent written and verbal communication skills, with the credibility and confidence to engage with boards, regulators and senior institutional clients.
• Strong commercial awareness and the ability to identify opportunities to develop existing client relationships.

Package

• Competitive base salary, commensurate with experience and seniority.
• Performance-related bonus.
• Pension and comprehensive benefits package.
• Hybrid working model