Director - Relationship Management

About Waystone  

Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion

The Associate Director– Relationship Management will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing Waystone at external events.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Management of client relationships and ongoing governance of funds dealing with internal Conducting Officers and supporting teams, and being lead contact person with Fund Boards, Investment Managers and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors.
• Expertise within Luxembourg domiciled UCITS and AIF funds but also understanding and interest in other Waystone products and domiciles elsewhere in the Waystone group which clients may avail of
• Identification and management of the relationship to ensure they remain operationally efficient and financially profitable. Includes ongoing interaction with internal teams, Conducting Officers persons and extended parties to manage ongoing deliverables, ad hoc matters, and project related items.
• Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to this changing regulation, specifically AIFMD, UCITS and MiFID.
• Preparation of Manco/AIFM report on time and board meeting presentation.
• Action items reviewed and resolved in advance of Board meeting.
• Attend, when available, training sessions on relevant topics and ensure all teams are onboard with the changing environment.
• Communicate all relationship and governance items to Conducting officers and internal management, and internal teams and work towards resolutions & log for training purposes to avoid duplication of issues;
• Operational and relationship responsibility for a group of current clients in line with all fund documentation including prospectus, legal agreements and in line with Waystone procedures, with the support of Conducting Officers, Risk Management, Compliance and Operational Risk, to ensure client satisfaction and compliance with regulatory obligations.
• Identify procedures that need to be implemented or changed, lead the charge to get the changes made, take responsibility for training, and ensure that procedures are adhered to on an ongoing basis.
• Coordinate teamwork between the internal existing teams to promote prompt and thorough response to clients’ requests.

REQUIREMENTS

 Experience

• Motivated with enhanced interpersonal skills and adept at building client relationships.
• Minimum 10 years’ experience in an investment funds environment.
• Knowledge of AIFMD, UCITS and MiFID.
• Client facing background with strong communication, leadership, and presentation skills.
• Commercially aware with strong client service, problem solving skills and cross sell mindset.
• Strong academic background including a Degree in Finance/Business/Economics or related field.
• Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)