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.
We’re driven by our Group purpose, to power people and possibilities.
Job DescriptionA leadership position responsible for managing a team of private wealth professionals while ensuring operational excellence and client satisfaction. This role oversees team performance, service delivery, and resource allocation while maintaining high standards of technical accuracy and regulatory compliance.
Core Responsibilities:
- Lead team performance and development
- Ensure service delivery excellence
- Manage client relationships
- Drive operational efficiency
- Monitor quality standards
- Oversee resource allocation
- Direct process improvements
- Ensure regulatory compliance
Tasks:
- Manage team workload and capacity
- Conduct performance reviews
- Set performance objectives
- Monitor team deliverables
- Handle escalated client matters
- Review complex cases
- Implement quality control measures
- Drive process improvements
- Oversee client satisfaction
- Direct team development initiatives
- Ensure regulatory standards
- Perform other related duties as assigned for role and business needs
Educational Background:
• Bachelor’s degree in Accounting or a related field & ACCA Qualified or ACA would be an advantage
Professional Experience:
- 8+ years of experience in private wealth, accounting, or trust administration
- Strong leadership experience managing teams and client relationships
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:
- Expertise in operational efficiency, resource allocation, and quality control
- Skilled in client management and regulatory compliance oversight
- Strong aptitude for strategic planning and performance monitoring
- Exceptional leadership and team management capabilities
- Outstanding communication and interpersonal skills
- Strong problem-solving and organizational skills
- Exhibits strategic thinking and a results-driven approach 2
- Fosters a culture of accountability and excellence
- Maintains a client-centric and innovative perspective
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.
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.
