Institutional Client Facing Operations Director recruitment

This is a new role following a strategic initiative to provide ‘best of breed’ client servicing. Due to the quick growth and success of the firm, we are looking for a candidate to revolutionise the on boarding process.

The candidate will have deep knowledge of the Investment Management business from an on-boarding, transitions and client management perspective.

The main responsibilities of the role will include:

• Lead client meetings to discuss operations expertise and solutions offered to the client

• Managing a team of 7 client service administrators

• Collaborate with Investment Administration to ensure appropriate resources and expertise are accessible for clients

• Responsible for oversight of the transitioning and client take on process. 

• Negotiating and implementation of the Investment Management Agreement

• Retaining existing business and developing relationships

The candidate we are looking for will have the credibility to manage a mature team. This reports into the heads of the business and is a senior hire within the organisation. As such, we are looking for someone with significant transitions and client management exposure. To apply you will have at least 10 years’ experience in the Investment Management Industry. Client facing, transitions and team management exposure is a must.

Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.