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 withOcorian. 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. Job Description Purpose of the Job Responsible for overseeing and providing company secretarial services to a portfolio of clients of Ocorian Fund Services (Jersey) Limited and Ocorian Administration (UK) Limited. The role will include manging a team who provide company secretarial services to existing and prospective new funds, particularly in the real estate market, ensuring the compliance with corporate governance codes, principles of best practice and company secretarial procedures. The role will also involve overseeing, managing and undertaking work on behalf of other operating companies, particularly in respect of the Jersey registry, regulatory and potentially listing filings. Main Responsibilities Experience managing and overseeing a cross-jurisdictional team within real estate Proven track record of managing people across locations and production of associated departmental reporting. To mentor and guide members of the Company Secretarial team in their development. To co-ordinate continuing training and oversight of team members. To oversee and manage all board meeting processes. Liaison with administration and senior management teams (appropriate levels of staff). Management of corporate calendars for a portfolio of clients looked after by a wider team reporting directly to the individual. To oversee all company secretarial support for the set-up of corporate entities and LP's in various jurisdictions as well as maintaining company records, share and registrar functions and system maintenance. To ensure adherence to good corporate governance principles concerning all Company Secretarial matters. To input changes into the core system in accordance with agreed procedures and to ensure that corporate documents are scanned and indexed in the Document Management System in the correct place in accordance with filing structure. To take an active role in maintaining the Meeting Planner and Company Secretarial calendar as well as maintaining own diary of outstanding client related items and ensuring outstanding items are co-ordinated appropriately. To provide oversight in the co-ordination of Company Secretarial aspects of fund launches. To provide other related management and support services as and when required. To streamline, adapt and implement appropriate procedures to ensure best practice delivery of corporate governance and company secretarial principles within the Company to Corporate clients. Actively feedback from clients and board meetings our potential as a business to be involved and generate new leads across service lines. Qualifications Required Knowledge, skills and experience Extensive experience (at least 10 years) of working in a Company Secretarial role working on FTSE 350, AIM listed entities and unlisted private equity structures. Either qualified ICSA/STEP or equivalent qualification (or advanced training toward these qualifications) would be an advantage. Good practical knowledge of the applicable corporate governance codes Excellent presentational skills and client service skills including the ability to manage client expectations. The ability to keep clear and concise records and to add value to the Company Secretarial role. Good experience of writing concise and accurate minutes. The ability to work under pressure and to strict deadlines. Very good working knowledge of Word, Excel, Adobe etc and a willingness to become proficient using new software packages including, Board Intelligence, Co-Pilot and NextMatter A working knowledge and experience of eFront, Viewpoint and/or other entity management systems would be preferred. Excellent communication skills and the ability to manage and work well within a cross-jurisdictional team as well as on own initiative. Excellent organisational and planning skills to reduce/avoid operational pressures and plan ahead to ensure service standards are always met. Professionalism and the drive to work collaboratively to make continuous improvements in processes. The ability add value to the Company through the development of the team members and improve the quality of services the Company Secretarial team deliver. The ability to interact with colleagues at all levels in the Company and to gain the respect of staff and clients. Additional Information 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, buildingtrust 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 . 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. Administrative Saint Helier, Jersey Full-time Administrative Saint Helier, Jersey Full-time
Aug 11, 2025
Full time
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 withOcorian. 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. Job Description Purpose of the Job Responsible for overseeing and providing company secretarial services to a portfolio of clients of Ocorian Fund Services (Jersey) Limited and Ocorian Administration (UK) Limited. The role will include manging a team who provide company secretarial services to existing and prospective new funds, particularly in the real estate market, ensuring the compliance with corporate governance codes, principles of best practice and company secretarial procedures. The role will also involve overseeing, managing and undertaking work on behalf of other operating companies, particularly in respect of the Jersey registry, regulatory and potentially listing filings. Main Responsibilities Experience managing and overseeing a cross-jurisdictional team within real estate Proven track record of managing people across locations and production of associated departmental reporting. To mentor and guide members of the Company Secretarial team in their development. To co-ordinate continuing training and oversight of team members. To oversee and manage all board meeting processes. Liaison with administration and senior management teams (appropriate levels of staff). Management of corporate calendars for a portfolio of clients looked after by a wider team reporting directly to the individual. To oversee all company secretarial support for the set-up of corporate entities and LP's in various jurisdictions as well as maintaining company records, share and registrar functions and system maintenance. To ensure adherence to good corporate governance principles concerning all Company Secretarial matters. To input changes into the core system in accordance with agreed procedures and to ensure that corporate documents are scanned and indexed in the Document Management System in the correct place in accordance with filing structure. To take an active role in maintaining the Meeting Planner and Company Secretarial calendar as well as maintaining own diary of outstanding client related items and ensuring outstanding items are co-ordinated appropriately. To provide oversight in the co-ordination of Company Secretarial aspects of fund launches. To provide other related management and support services as and when required. To streamline, adapt and implement appropriate procedures to ensure best practice delivery of corporate governance and company secretarial principles within the Company to Corporate clients. Actively feedback from clients and board meetings our potential as a business to be involved and generate new leads across service lines. Qualifications Required Knowledge, skills and experience Extensive experience (at least 10 years) of working in a Company Secretarial role working on FTSE 350, AIM listed entities and unlisted private equity structures. Either qualified ICSA/STEP or equivalent qualification (or advanced training toward these qualifications) would be an advantage. Good practical knowledge of the applicable corporate governance codes Excellent presentational skills and client service skills including the ability to manage client expectations. The ability to keep clear and concise records and to add value to the Company Secretarial role. Good experience of writing concise and accurate minutes. The ability to work under pressure and to strict deadlines. Very good working knowledge of Word, Excel, Adobe etc and a willingness to become proficient using new software packages including, Board Intelligence, Co-Pilot and NextMatter A working knowledge and experience of eFront, Viewpoint and/or other entity management systems would be preferred. Excellent communication skills and the ability to manage and work well within a cross-jurisdictional team as well as on own initiative. Excellent organisational and planning skills to reduce/avoid operational pressures and plan ahead to ensure service standards are always met. Professionalism and the drive to work collaboratively to make continuous improvements in processes. The ability add value to the Company through the development of the team members and improve the quality of services the Company Secretarial team deliver. The ability to interact with colleagues at all levels in the Company and to gain the respect of staff and clients. Additional Information 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, buildingtrust 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 . 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. Administrative Saint Helier, Jersey Full-time Administrative Saint Helier, Jersey Full-time
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. Wherever our clients hold financial interests, or however they are structured, we provide compliant, tailored solutions that are individual to their needs. We manage over 15,000 structures for 6000+ clients with a global footprint operating from 20+ locations, delivering administration and compliance services for funds, corporate, capital markets and private clients. Introducing Bovill Newgate Bovill Newgate is a specialist financial services regulatory consultancy with a global offering across the UK, the Channel Islands, Singapore, Hong Kong, Mauritius and the Americas. We help our clients meet complex and evolving regulatory obligations, providing certainty and peace of mind. We work with firms of every size across the financial services sector, supporting clients managing regulatory change and dealing with regulatory scrutiny. We provide advice on regulatory change and preventing financial crime, applications to regulators, building or enhancing regulatory frameworks, conducting compliance investigations or diagnostics, training and fulfilling prescribed roles. What's in it for you? Pension Scheme Private medical insurance Life assurance Income protection & Critical illness Job Description The Capital Markets team gives specialist advice on detailed regulatory requirements through to delivering complex regulatory implementation projects. The team also participates in marketing and business development, technical research and producing technical materials. Our clients range from Regulated Markets, CCPs, CSDs, MTF/OTFs, Investment Banks to specialist Brokers and Crypto traders. We help our clients deal with the challenge of market focused regulation, including EMIR, MiFID II, Benchmarks and MAR, and with other complex rules like those in the Client Asset and Prudential spheres. Take personal responsibility for achieving the agreed billable hours target Provide high quality advice and support to clients on a range of regulatory compliance matters. This may include: conducting regulatory reviews delivering training sessions and workshops for compliance staff and senior management assisting with authorisations drafting policies and procedures responding to ad-hoc and routine regulatory queries Manage projects, often with multiple workstreams. This includes project planning, budgeting, scheduling, resource management and project close-down Act as the main point of contact for a portfolio of clients. This may include: responding to all queries, managing client expectations and delegating work, where necessary reviewing the work of colleagues and providing constructive feedback ensuring accurate invoicing, timely payment and assisting the Finance team in resolving any queries dealing with any complaints quickly and effectively Actively partner with global sector teams to support and deliver on shared projects and responsibilities, where required Adhere to the firm's Quality Assurance Framework prior to submission to the client Build and maintain professional working relationships with clients Actively seek to increase Bovill's pipeline by targeting new clients, as well as leveraging existing client relationships to maximise opportunities for up-selling and cross-selling Prepare well-presented, accurately priced proposals and present these to prospective clients Represent the firm at industry events, promoting the Bovill brand Participate in internal events and training sessions such as client briefings and roundtable events Assist the team with marketing and business development activities Regulatory knowledge Keep abreast of regulatory developments and understand how client activities may be impacted Be proactive in updating both colleagues and clients on relevant regulatory changes and industry news Develop a thorough understanding of clients' businesses and requirements so you can provide relevant and accurate advice Help develop Bovill's technical capacity within the relevant sectors Qualifications Required Technical Qualities: Demonstrate deep understanding of both the business issues in this sector across a range of asset classes, as well as the key regulatory challenges faced e.g., EMIR, MiFID II, and MAR Familiarity with the key aspects of the FCA handbook is important Significant compliance-related experience gained at a financial institution, legal practice, consultancy and/or the regulator Knowledge and experience of at least one of: EMIR MiFID II Benchmarks MAR CASS IFPR Experience translating regulatory rules and guidance into meaningful, fit-for-purpose and pragmatic solutions Exceptional written and oral communication skills Ability to confidently interact with Board and Executive level clients Ability to prioritise multiple projects and engagements whilst meeting tight deadlines Highly motivated individual who thrives in a fast-paced, high-pressure environment Proven ability to manage own workload, and cope with the 'peaks and troughs' associated with professional services Commercial acumen, with the ability to spot new opportunities and develop them Additional Information 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 . 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.
Feb 11, 2025
Full time
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. Wherever our clients hold financial interests, or however they are structured, we provide compliant, tailored solutions that are individual to their needs. We manage over 15,000 structures for 6000+ clients with a global footprint operating from 20+ locations, delivering administration and compliance services for funds, corporate, capital markets and private clients. Introducing Bovill Newgate Bovill Newgate is a specialist financial services regulatory consultancy with a global offering across the UK, the Channel Islands, Singapore, Hong Kong, Mauritius and the Americas. We help our clients meet complex and evolving regulatory obligations, providing certainty and peace of mind. We work with firms of every size across the financial services sector, supporting clients managing regulatory change and dealing with regulatory scrutiny. We provide advice on regulatory change and preventing financial crime, applications to regulators, building or enhancing regulatory frameworks, conducting compliance investigations or diagnostics, training and fulfilling prescribed roles. What's in it for you? Pension Scheme Private medical insurance Life assurance Income protection & Critical illness Job Description The Capital Markets team gives specialist advice on detailed regulatory requirements through to delivering complex regulatory implementation projects. The team also participates in marketing and business development, technical research and producing technical materials. Our clients range from Regulated Markets, CCPs, CSDs, MTF/OTFs, Investment Banks to specialist Brokers and Crypto traders. We help our clients deal with the challenge of market focused regulation, including EMIR, MiFID II, Benchmarks and MAR, and with other complex rules like those in the Client Asset and Prudential spheres. Take personal responsibility for achieving the agreed billable hours target Provide high quality advice and support to clients on a range of regulatory compliance matters. This may include: conducting regulatory reviews delivering training sessions and workshops for compliance staff and senior management assisting with authorisations drafting policies and procedures responding to ad-hoc and routine regulatory queries Manage projects, often with multiple workstreams. This includes project planning, budgeting, scheduling, resource management and project close-down Act as the main point of contact for a portfolio of clients. This may include: responding to all queries, managing client expectations and delegating work, where necessary reviewing the work of colleagues and providing constructive feedback ensuring accurate invoicing, timely payment and assisting the Finance team in resolving any queries dealing with any complaints quickly and effectively Actively partner with global sector teams to support and deliver on shared projects and responsibilities, where required Adhere to the firm's Quality Assurance Framework prior to submission to the client Build and maintain professional working relationships with clients Actively seek to increase Bovill's pipeline by targeting new clients, as well as leveraging existing client relationships to maximise opportunities for up-selling and cross-selling Prepare well-presented, accurately priced proposals and present these to prospective clients Represent the firm at industry events, promoting the Bovill brand Participate in internal events and training sessions such as client briefings and roundtable events Assist the team with marketing and business development activities Regulatory knowledge Keep abreast of regulatory developments and understand how client activities may be impacted Be proactive in updating both colleagues and clients on relevant regulatory changes and industry news Develop a thorough understanding of clients' businesses and requirements so you can provide relevant and accurate advice Help develop Bovill's technical capacity within the relevant sectors Qualifications Required Technical Qualities: Demonstrate deep understanding of both the business issues in this sector across a range of asset classes, as well as the key regulatory challenges faced e.g., EMIR, MiFID II, and MAR Familiarity with the key aspects of the FCA handbook is important Significant compliance-related experience gained at a financial institution, legal practice, consultancy and/or the regulator Knowledge and experience of at least one of: EMIR MiFID II Benchmarks MAR CASS IFPR Experience translating regulatory rules and guidance into meaningful, fit-for-purpose and pragmatic solutions Exceptional written and oral communication skills Ability to confidently interact with Board and Executive level clients Ability to prioritise multiple projects and engagements whilst meeting tight deadlines Highly motivated individual who thrives in a fast-paced, high-pressure environment Proven ability to manage own workload, and cope with the 'peaks and troughs' associated with professional services Commercial acumen, with the ability to spot new opportunities and develop them Additional Information 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 . 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.
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. Job Description Purpose of the Job The core focus of this specific role is to drive the generation of new business and increase revenue for our Global Funds business globally. The successful candidate will work with the Service line leadership team, corporate directors, and will be expected to fully understand the services offered by each of the jurisdictions in which we operate, specifically Global Funds. Main Responsibilities Achieve and exceed personal new business targets including identifying and implementing new business acquisition initiatives. Build own sales pipeline by identifying and winning new business across our key funds distribution and servicing markets for both domestic and onshore funds. Obtain a detailed understanding of both current and potential clients, with a focus on long-term client relationships and profitable revenue generation. Work collaboratively with colleagues and in particular with other Commercial Director and Associate Commercial Director professionals to achieve new business sales objectives. Lead deal terms throughout the sales cycle. Lead commercial negotiations in line with agreed parameters. Ensure that Salesforce, Ocorian's CRM system, is updated with all Contact, Lead, Opportunity, Campaign, and Activity changes on an ongoing basis. Comply with procedures for the maintenance of Salesforce pipeline information, call reports, proposal templates, service/fee proposals, and related financial analysis. Work with colleagues in other regions to build a collaborative sales culture. Position the business to be the best placed to capitalize on upsell and cross-sell opportunities with existing clients. Build the business' brand to generate quality leads via attendance and participation at industry events, branded events, thought leadership articles, press releases, and client newsletters. Develop and manage the intermediary and third-party services provider network (particularly onshore and offshore law firms, regulatory/start-up consultants, advisors, fund platforms, banks, auditors, technology vendors, and (where appropriate) other services providers). Grow the business' reputation as a trusted provider of high-quality services with institutional investors, family offices, fund of funds, financial institutions, private banks, and other allocators of capital via targeted marketing campaigns. Qualifications Required Knowledge, Skills & Experience At least five years' relevant experience selling fund administration or third-party manco services. Sales management experience in an investment bank, trustee, asset management, or administration firm. As a result of study and experience, they will possess a comprehensive understanding and knowledge of relevant legislation and regulations insofar as it pertains to our industry allowing a consultative sell to target clients. Very strong fund services-based technical skills and knowledge. Ability to lead and manage complex RFP and Procurement processes. A dynamic, self-starter with strong communication skills. A positive and enthusiastic team player with drive, initiative, and flexibility. Excellent interpersonal and influencing skills and the ability to communicate effectively with clients and colleagues at all levels. Excellent presentation skills. Ability to work using own initiative and make decisions within strict corporate policies and procedures. Strong time management, organisational, and IT skills. Additional Information 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 . 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.
Feb 08, 2025
Full time
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. Job Description Purpose of the Job The core focus of this specific role is to drive the generation of new business and increase revenue for our Global Funds business globally. The successful candidate will work with the Service line leadership team, corporate directors, and will be expected to fully understand the services offered by each of the jurisdictions in which we operate, specifically Global Funds. Main Responsibilities Achieve and exceed personal new business targets including identifying and implementing new business acquisition initiatives. Build own sales pipeline by identifying and winning new business across our key funds distribution and servicing markets for both domestic and onshore funds. Obtain a detailed understanding of both current and potential clients, with a focus on long-term client relationships and profitable revenue generation. Work collaboratively with colleagues and in particular with other Commercial Director and Associate Commercial Director professionals to achieve new business sales objectives. Lead deal terms throughout the sales cycle. Lead commercial negotiations in line with agreed parameters. Ensure that Salesforce, Ocorian's CRM system, is updated with all Contact, Lead, Opportunity, Campaign, and Activity changes on an ongoing basis. Comply with procedures for the maintenance of Salesforce pipeline information, call reports, proposal templates, service/fee proposals, and related financial analysis. Work with colleagues in other regions to build a collaborative sales culture. Position the business to be the best placed to capitalize on upsell and cross-sell opportunities with existing clients. Build the business' brand to generate quality leads via attendance and participation at industry events, branded events, thought leadership articles, press releases, and client newsletters. Develop and manage the intermediary and third-party services provider network (particularly onshore and offshore law firms, regulatory/start-up consultants, advisors, fund platforms, banks, auditors, technology vendors, and (where appropriate) other services providers). Grow the business' reputation as a trusted provider of high-quality services with institutional investors, family offices, fund of funds, financial institutions, private banks, and other allocators of capital via targeted marketing campaigns. Qualifications Required Knowledge, Skills & Experience At least five years' relevant experience selling fund administration or third-party manco services. Sales management experience in an investment bank, trustee, asset management, or administration firm. As a result of study and experience, they will possess a comprehensive understanding and knowledge of relevant legislation and regulations insofar as it pertains to our industry allowing a consultative sell to target clients. Very strong fund services-based technical skills and knowledge. Ability to lead and manage complex RFP and Procurement processes. A dynamic, self-starter with strong communication skills. A positive and enthusiastic team player with drive, initiative, and flexibility. Excellent interpersonal and influencing skills and the ability to communicate effectively with clients and colleagues at all levels. Excellent presentation skills. Ability to work using own initiative and make decisions within strict corporate policies and procedures. Strong time management, organisational, and IT skills. Additional Information 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 . 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.
