Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives
Actively participate, lead and manage all aspects and activities relating to the development of IQ-EQ
Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency
Pro-actively contribute to initiatives to improve processes to drive operational excellence
Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships
Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables
Ensure that risk management processes are embedded in the culture, operations and systems used by all employees, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
Actively develop new client leads and business opportunities to support the strategic and commercial business development targets and income streams
Maintain strong relationships with the clients and look at opportunities to cultivate additional segment line income streams
Responsible for ensuring your staff meet their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilisation rates for staff, pro-active management of debtor days and cash collections
Ensure that new business opportunities are actively followed up and that fee quotes are competitive and commercial in order that risk versus return considerations are managed effectively
Responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Implement a timely and robust action plan to quickly remediate loss positions. Seek to improve profitability of all client relationships. Actively manage the exit of any client relationships which cannot be converted to a profitable basis
Tasks
Act as a role model to implement a culture which supports the Group Values and ensure engagement of all staff to deliver excellent client service, operational effectiveness and efficiencies
Actively lead and perform in line with both local and Group initiatives
Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level
Work closely with colleagues across locations to develop and implement intermediary visit plans and report on progress
Build and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they arise
Develop the capability and performance of staff in the client service team on an on-going basis to meet the needs of the business line now and in the future, ensuring an environment of shared knowledge and learning exists to deliver superior client service
Identify and develop talent within the Client Services Function, ensuring succession plans are in place to develop capability for immediate business needs and future growth needs, eliminating the risks of key man dependencies, whilst motivating and mobilising top talent across the Group for immediate and future roles
Responsible for ensuring the career aspirations and development needs of any direct reports is managed by holding effective Everyday Conversations"
A key member of the jurisdictions management team, add value to Service line strategy and jurisdictional delivery through a sound understanding of what the other teams and functions deliver
Act as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function and across all jurisdictions, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group's vision and strategic goals
Manage all staff on a day to day basis to ensure achievement of business goals
Manage the team ensuring an appropriate allocation of clients across all staff members within the function
Pro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group Values
Identify and implement improvements to client service delivery where agreed
Motivate all staff and ensure they are fully aware of the clients' strategic objectives and have in place their own personal objectives which are aligned to ensure successful achievement and delivery of goals
Responsible for implementing a detailed new business development plan, focused on delivering the strategic goals of the business in respect of new client income
Undertake client visits to ensure that robust client relationships are maintained and developed with a view to cultivating new sale of service opportunities from the existing client portfolio
Actively monitor and identify the strengths and weaknesses of current service delivery and implement effective actions, which deepen the client relationship.
Deliver agreed standards for client service and monitor performance on a regular basis
Deliver business development plans through maintaining regular contact with Clients within portfolio and maintaining an awareness of their on-going requirements. Prepare, present and evaluate any resulting new business proposals
Implement plans that integrate new acquisitions into the team, ensuring a consistent standard of client servicing and operational processes, risk, compliance and cost management are embedded
As the subject matter expert, ensure successful implementation of changes which improve operational practices
Manage the provision of environmental development information and communicate with Client Services Directors, Head of Funds & Intuitional and the Managing Director
Deliver the targets within own functional area for revenue, utilisation, recoverability, EBITDA margin, and cash collection. Implement operational efficiencies and agree remedial or improvement actions with accountable staff
Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processesUse your own judgement to bring to the attention of (senior) management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timel
Refer code: 2912403. Efinancialcareers - The previous day - 2024-03-03 07:06
Director, Funds & Institutional recruited by Efinancialcareers in Devon. The salary range is from Competitive salary. It requires Permanent, full-time employment. You can also explore other Director jobs in Devon on the 123work job recruitment channel.
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