Global Head of Relationship Management – Administration Solutions

• Manage directly assigned clients and oversee coverage of all Administration Solutions clients




• Coordinate a consistent coverage model under the Administration Solutions Relationship Management program




• Design engagement models supporting client delivery satisfaction, C-suite engagement, strategy communication, client visits, events, and growth




• Create a documented Relationship Management program targeting agreed top 30–50 clients, with lower-level coverage for other clients




• Promote a best-in-class client service culture and partnership approach




• Engage with Relationship Management teams across Waystone to deliver consistent service across countries and products




• Act as escalation point and Executive Sponsor for administration clients, investment managers, Fund Sponsors, and Promoters




• Develop and maintain account plans and pursue commercial and cross-sell opportunities with Business Development teams




• Monitor relationship profitability, revenue growth, and Accounts Receivable




• Support RFPs/RFIs, onsite visits, client pitches, due diligence, external events, meetings, and conferences




• Maintain an external network across depositaries, auditors, law firms, and ecosystem partners




• Monitor market developments, regulatory changes, and industry trends




• Champion collaboration, cross-functional teamwork, and open communication




• Communicate customer feedback and concerns internally and ensure responses or actions are delivered




• Communicate business and regulatory needs to clients and support regulatory intelligence build-out




• Drive service-creep monitoring and KPI management




• Manage and develop Relationship Manager skills across soft skills, technical, product, and regulatory knowledge

Requirements

• Motivated with enhanced interpersonal skills and adept at building client relationships




• Exceptional communication, interpersonal, and stakeholder-management skills




• Highly organised, adaptable, analytically strong decision-maker with the ability to set priorities and execute effectively




• Collaborative, service-oriented leadership style with a commitment to continuous improvement and alignment with organisational values




• Minimum 15 years’ experience in an investment funds environment




• Fund administration experience vital




• Client facing background with presentation skills




• Strong academic background including a Degree in Finance/Business/Economics or related field




• Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)

Core Competencies

Demonstrates expertise in client relationship management, with a strong focus on client satisfaction, engagement strategies, and cross-functional collaboration. Possesses extensive experience in fund administration and a solid academic background in Finance, Business, or Economics.

Highest-signal resume keywords

• Client Relationship Management




• Fund Administration Experience




• Stakeholder Management




• Presentation Skills




• Regulatory Knowledge

ATS Optimization Keywords

Hard Skills

• Client Engagement Strategies




• Account Planning




• Revenue Growth Monitoring




• KPI Management




• RFP/RFI Support

Soft Skills

• Interpersonal Skills




• Communication Skills




• Analytical Decision-Making




• Collaborative Leadership




• Adaptability

Industry Keywords

• Investment Funds




• Client Service Culture




• Market Developments




• Regulatory Changes




• Cross-Sell Opportunities

Tools & Technologies

• MS Office