Our client is seeking an experienced Associate Director to join their Jersey Corporate & Funds team. This full-time role will focus on providing leadership within the team while overseeing complex fund and corporate clients, particularly Jersey Private Funds and real estate structures. The successful individual will play a pivotal role in developing a high-performing team, nurturing valuable client relationships, and contributing to the financial and operational performance of the division. The position involves technical, operational, and relationship management responsibilities. You will be instrumental in identifying prospective clients and facilitating growth opportunities, thereby enhancing the company’s position in the market.
JOB DUTIES:
- Lead, coach and develop team members, setting clear expectations and promoting accountability, technical excellence and continuous improvement.
- Support recruitment, induction, objective setting, appraisals, succession planning, performance management and professional development.
- Provide accessible technical guidance and constructive review, enabling colleagues to make sound decisions and progress their careers.
- Promote collaboration across Jersey and the wider organisation and provide appropriate cover for senior management.
- Lead key client relationships through structured engagement and account planning, anticipating needs, managing retention risks and identifying profitable growth opportunities.
- Provide technical leadership across Jersey Private Funds and real estate structures, including partnerships, companies, cell structures, co-investments and joint ventures.
- Oversee the full client administration lifecycle, including establishment, onboarding, capital activity, investor dealing, distributions, governance, financial reporting, valuations, restructurings and wind-downs.
- Ensure mandates, service levels, delegated responsibilities and client expectations are clearly understood, documented and delivered.
- Review complex board papers, minutes, transaction documentation, investor reporting, management accounts and financial statements, escalating technical matters where appropriate.
- Anticipate technical and service issues, identify practical solutions and obtain specialist advice where required.
- Act as an authorised signatory and hold directorships or committee appointments where appropriate, subject to approval and regulatory requirements.
- Lead the effective onboarding and transition of new mandates into business-as-usual delivery.
- Take responsibility for the operational performance, quality and resilience of the client portfolio and assigned team.
- Manage capacity, workflow and deadlines, while promoting standardised processes, digital onboarding, fund technology, automation and reliable management information.
- Monitor utilisation, billing, profitability, debtors and other key performance indicators (KPIs), using management information to improve cash generation, revenue and margin.
- Ensure mandates are clearly scoped, appropriately priced and supported by a controlled, scalable operating model before acceptance.
- Identify opportunities to improve client service, control, efficiency and margin without compromising quality or risk standards.
- Lead or contribute to operational change, systems implementation and other local or organisational projects.
- Maintain a detailed understanding of jersey’s legal and regulatory framework for fund and corporate services, ensuring compliance with applicable requirements.
- Identify, assess, document and escalate legal, regulatory, operational, financial crime and reputational risks in a timely manner.
- Promote strong governance, complete and accurate records, effective oversight and appropriately evidenced decision-making.
- Work closely with Compliance, Risk, Finance and Operations and support the effective resolution of complaints, incidents, breaches and remediation actions.
- Support pitches and prospective client meetings as a fund administration subject-matter expert.
- Prepare and review proposals, service descriptions, implementation plans and responses to requests for proposals.
- Build client, referrer and intermediary relationships and collaborate across the organisation to generate referrals, introduce services and grow sustainable revenue.
- Identify target prospects, sectors and services, converting market insight into qualified opportunities and maintaining accurate pipeline information.
JOB REQUIREMENTS:
- Comprehensive technical knowledge of Jersey fund administration, with substantial practical experience of Jersey Private Funds and comparable Jersey structures.
- Strong understanding of fund operations, governance, investor activity, financial reporting and the roles of investment managers and service providers.
- Proven ability to grow client relationships and identify prospects, market opportunities and additional services.
- Detailed knowledge of Jersey’s legal, regulatory and financial crime framework as it applies to fund and corporate services.
- Strong commercial judgement, including the ability to scope services, assess delivery effort and risk, and price mandates accurately.
- Excellent leadership, coaching, communication, organisation and stakeholder-management skills.
- Minimum Education and Experience: A relevant professional qualification meeting Category A status recognised by the Jersey Financial Services Commission, or an equivalent qualification appropriate to the role.
- Ideally educated to degree level in a relevant discipline such as law, accountancy, finance or business.
- Significant relevant experience in Jersey fund and corporate administration, including experience at senior management level and direct responsibility for complex fund structures.
- Demonstrable experience leading and developing teams and managing operational and financial performance.
WHAT YOU’LL LOVE:
This role offers the opportunity to lead a talented team while directly impacting client success and operational performance. You will work in an inclusive and collaborative environment that values your contributions, provides professional development opportunities and promotes accountability across all levels. The dynamic nature of client engagement ensures a varied and stimulating work experience, while your leadership role will significantly influence both team and client outcomes.
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