Senior Manager/ AD/ Director – Funds Organic Growth (London/ CI)

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

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 including running sales processes, negotiations and closing deals towards CFO, CEO and board levels.
• Collaborative team player with excellent verbal, presentational, and written communication skills.
• Professionally qualified as a chartered accountant (or equivalent) and/or holding a relevant business-oriented or economics degree/masters.
• 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.