Senior Relationship Manager - ManCo

Morgan McKinley; Ireland; On-site; EUR 120,000 - 180,000; Full time

Benefits offered by this job

Performance bonus

Pension plan

Comprehensive benefits

Job summary

Morgan McKinley is seeking a Senior Relationship Manager for its Irish funds practice. The role focuses on managing a portfolio of AIF and UCITS clients, engaging with fund boards and investment managers, and ensuring governance and regulatory oversight throughout the client lifecycle.

The successful candidate will coordinate with Central Bank of Ireland processes, onboarding new funds, and ongoing client servicing, with a strong emphasis on relationship management and risk oversight.

Qualifications

• Degree qualified; CFA/IMC or regulatory qualification would be advantageous.
• Proven 15+ years in investment funds.
• Experience in a regulated ManCo/AIFM environment is highly desirable.

Responsibilities

• Own a portfolio of AIF/UCITS clients and act as senior relationship contact.
• Develop and maintain relationships with investment managers, boards and senior stakeholders.
• Lead client service meetings, manage actions and deliverables to deadlines.
• Coordinate with fund administrators, depositaries, custodians and service providers on operations.

Skills

Relationship management

Client service

Governance

Regulatory knowledge

Board presentations

Education

CFA/IMC or regulatory qualification

Job description

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.