Client Relationship Director

Posted 2 Days Ago
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Saint Peter Port, Guernsey, GGY
Hybrid
Senior level
Financial Services
The Role
Lead growth and retention of key clients, drive cross-sell with global teams, run strategic client meetings, implement new business development plans, and support Fund Directors to improve service delivery and deepen client relationships.
Summary Generated by Built In
Company Description

ABOUT IQ-EQ 

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.                                            

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

Job Description

  • Responsible for the growth and retention of key clients and key business partners 
  • Collaborate with IQEQ teams globally as well as other IQEQ functions and cross segments to help achieve local in/outbound cross-sell targets 
  • Leads strategic and regular client meetings and updates with the support of Client Services Directors 
  • Responsible for implementing a detailed new business development plan, focused on delivering the strategic goals of the business in respect of new client income 
  • Actively assist Fund Directors in monitoring and identifying the strengths and weaknesses of current service delivery and implement effective actions, which deepen the client relationship 

Qualifications

  • Good knowledge and experience of offshore financial services and underlying product and service rationales, technologies and regulatory environments 
  • Effective influencing skills and an ability to lead within own functional area 
  • Awareness and understanding of cross jurisdictional cultural differences 
  • Membership of relevant Financial Institute 
  • Evidence of Continued Professional Development 

Additional Information

OUR COMMITMENT TO YOU AND THE ENVIRONMENT 

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.  

 

Skills Required

  • Good knowledge and experience of offshore financial services and related products, technologies and regulatory environments
  • Effective influencing skills and ability to lead within own functional area
  • Awareness and understanding of cross-jurisdictional cultural differences
  • Membership of relevant Financial Institute
  • Evidence of Continued Professional Development

IQ-EQ Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about IQ-EQ and has not been reviewed or approved by IQ-EQ.

  • Healthcare Strength Healthcare offerings are described as comprehensive in many locations, including medical, dental/vision, life and disability coverage, and mental‑health/EAP. Feedback suggests these basics are consistently available with local implementation.
  • Leave & Time Off Breadth Paid time off, sick leave and holidays are frequently characterized as solid, with parental leave highlighted positively in multiple markets. Feedback suggests time‑off policies are a dependable part of the package.
  • Wellbeing & Lifestyle Benefits Hybrid working, wellbeing initiatives, and employee‑led CHESS activities are emphasized and often appreciated. Feedback suggests flexibility and community programs are visible parts of the overall offer.

IQ-EQ Insights

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The Company
HQ: New York, NY
3,497 Employees
Year Founded: 1896

What We Do

We are IQ-EQ, a leading investor services group employing 4300+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs. We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.

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