Relationship Manager

🕒 May 17

🏢🏡 London – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Waystone

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

📋 Compliance

Finance • Compliance • Investment

Waystone is a leading provider of specialized services to the global asset management industry, particularly focusing on fund management and administrative solutions. They offer a comprehensive range of services, including risk management, regulatory compliance, and investment servicing tailored to meet complex client needs. Waystone operates as an authorized corporate director and provides ESG solutions, ensuring that their clients can navigate the evolving regulatory landscape effectively.

📋 Description

• Manage the IMD/client portfolio through a ‘net’ perspective ensuring profitable growth opportunities minimise any portfolio loss or re-pricing • Maintenance of a detailed IMD/client Account Plan as the book of record to maintain history, corporate knowledge and to educate the business and maintain ongoing 18-month plan • Wide ranging engagement with colleagues in the ACD and across the Group • Continuously broaden our connectivity across the IMDs/clients’ business and across the C-suite to ensure we are viewed as a partner integral to their business model • Constantly explore and develop Waystone’s upsell opportunities • Identify x-sell opportunities for Waystone Group where the ACD has the lead relationship • Lead semi-annual/annual Strategic Relationship Review (SRR) process lining up executive team members from both organisations to review IMDs/clients’ strategic plans and our response • Co-ordinate the ‘client team’ approach ensuring full knowledge of all IMD and client initiatives and issues • Hands on engagement in issue resolution as part of the escalation process beyond the day to day • Work closely with Client Services ensuring clients expectations are fully understood • Work collaboratively with Key Account Managers (KAM) on KAM clients • Responsible for communicating relationship issues to senior management teams across Waystone and leading our response to the IMD/client • Provides client feedback on product functionality and future trends to senior management • Negotiates fee agreements within agreed profitability parameters • Maintenance of all critical information including Salesforce, contact management and call reports

🎯 Requirements

• Minimum 6 years’ experience in an investment funds environment • Client facing background with outstanding presentation skills and problem solving attitude • Knowledge of current UK funds legislation • Operational knowledge of fund administration to ensure clear understanding of the processes involved in the Transfer Agency and Fund Accounting departments • Experience with Microsoft Office including excellent Excel skills is desirable • Candidates must have excellent English language skills, excelling in both written and oral communication with clients

🏖️ Benefits

• Health insurance • Professional development opportunities • Flexible working hours