Client Relationship Director

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

PURPOSE OF THE JOB

The Funds Client Relationship Management team leads strategic engagement with clients across Fund Services, covering Fund Administration, Depositary and AIFM. The role focuses on strengthening senior stakeholder relationships, driving client profitability through ongoing pricing and scope reviews, and ensuring service teams deliver against each client’s strategic needs. You’ll oversee commercial and contractual disciplines, support the rollout of new products and services, and manage complex client change initiatives from negotiation through to internal delivery. The position also plays a key role in business development activity, helping shape growth opportunities across the wider Ocorian service offering.

MAIN RESPONSIBILITIES

• Build and maintain senior‑level relationships with client decision‑makers and Boards.
• Develop and execute account plans covering engagement strategy, client profiles and long‑term growth opportunities.
• Lead ongoing relationship management to drive retention, service quality and strategic growth.
• Partner with operational teams to enhance service delivery, KPIs and SLAs across FA, IS, Fund Admin, Depositary and AIFM.
• Analyse client profitability and lead proactive scope, pricing and margin improvement discussions.
• Drive organic growth through upsell, cross‑sell and implementation of new products and services.
• Oversee all commercial and legal aspects of the client relationship, ensuring contracts and terms remain accurate and protective.
• Support new business activity, including pitches, onboarding and collaboration with sales and product teams.
• Act as administrator director on client Boards, ensuring strong governance and oversight of risk and remediation events.
• Champion compliance standards and represent Ocorian externally as a brand ambassador at industry events.

KNOWLEDGE, SKILLS AND EXPERIENCE 

Strong candidates bring a blend of relationship management expertise, sector knowledge and commercial acumen. Key requirements include:

• Proven experience in senior client‑facing relationship management roles.
• Background working with Alternatives clients across Real Estate, Private Equity, Debt, Credit and Venture Capital.
• Ability to solve problems with a client‑centric mindset and communicate ideas clearly and logically.
• Strong Microsoft skills, including the ability to build tailored, high‑impact presentations.
• Excellent analytical ability, interpersonal skills and a strong drive to learn and succeed.
• Understanding of stakeholder dynamics, decision‑making processes and market drivers.
• Confident verbal, written and presentation skills, with the ability to influence senior stakeholders, including C‑suite.
• Comfortable working independently while collaborating effectively across teams and levels.
• Ability to build credibility quickly and earn the trust of colleagues and clients.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

information will be kept confidential according to EEO guidelines.