Job ID: Location: Southampton Reports to the Associate Director - Private Equity With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. We have an excellent opportunity for a Senior Financial Reporting Manager to join our team. The purpose of this role is to account for a Fund of Funds Private Equity client, working closely with the Associate Director and wider team of Fund Accountants and Financial Reporting Managers. What you'll be doing Manage the accounting of the more complex requirements of clients' affairs within a team Review all aspects of accounting matters for a team incorporating investor reports, statutory financial statements and ad-hoc investor queries Act as a higher authority on day-to-day accounting queries and as 4-eyes signatory on accounting matters, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts Manage the audit process for all clients within the team, building strong relationships with audit firms Attend client board meetings and present quarterly financial information Review the preparation and reconciliation of periodic direct and indirect tax returns, and liaise with foreign tax advisors Ensure the accounting requirements and reporting deadlines for a whole team are met, overseeing planning, scheduling, and monitoring of workloads Act as a mentor to Financial Reporting Managers and supervise and assist in the training and development of staff Arrange and manage the appraisal process for reporting lines What we're looking for The candidate will be expected to hold a relevant professional qualification (e.g ACCA or ACA) Proven relevant experience, including evidence of managing a major client relationship Prior experience within fund administration is preferable, not essential Sound technical financial services knowledge Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts Robust people management experience and leadership capabilities We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Nov 21, 2025
Full time
Job ID: Location: Southampton Reports to the Associate Director - Private Equity With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. We have an excellent opportunity for a Senior Financial Reporting Manager to join our team. The purpose of this role is to account for a Fund of Funds Private Equity client, working closely with the Associate Director and wider team of Fund Accountants and Financial Reporting Managers. What you'll be doing Manage the accounting of the more complex requirements of clients' affairs within a team Review all aspects of accounting matters for a team incorporating investor reports, statutory financial statements and ad-hoc investor queries Act as a higher authority on day-to-day accounting queries and as 4-eyes signatory on accounting matters, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts Manage the audit process for all clients within the team, building strong relationships with audit firms Attend client board meetings and present quarterly financial information Review the preparation and reconciliation of periodic direct and indirect tax returns, and liaise with foreign tax advisors Ensure the accounting requirements and reporting deadlines for a whole team are met, overseeing planning, scheduling, and monitoring of workloads Act as a mentor to Financial Reporting Managers and supervise and assist in the training and development of staff Arrange and manage the appraisal process for reporting lines What we're looking for The candidate will be expected to hold a relevant professional qualification (e.g ACCA or ACA) Proven relevant experience, including evidence of managing a major client relationship Prior experience within fund administration is preferable, not essential Sound technical financial services knowledge Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts Robust people management experience and leadership capabilities We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Job ID: Location: Southampton Reports to Transformation Change Lead Aztec are looking for a self-motivated and driven individual to deliver change management at a project level to support the delivery of Aztec's Transformation Programme. Reporting directly to the Transformation Change Lead, this role will need to be focussed on planning and delivering the change through a change network and working with the core Programme/Project Team. The purpose of this role is to manage and lead the people change activities focussing on change adoption and benefit realisation with a key purpose to enhance our client's journey and our employee experience. The successful candidate will need to have experience in change management from a people and culture, process, data, benefits realisation and technology perspective and will receive significant exposure to senior managers in a fast paced and high-growth business and transformation. This role provides the opportunity to play a key, as part of the Change Management team, in delivering a new operating model and broader transformation to support the Aztecs growth ambitions. Key responsibilities: Develop and implement change management plans for the proposed change based on Aztec's Change Management Methodology (including stakeholder analysis, change impact assessments, change plans, business readiness, and change interventions) to drive adoption and ensure a smooth and successful implementation of the initiative. Adopt the change management toolkits and frameworks from the Transformation Team to support the successful implementation of the change through a structured approach, working with the Change Management Lead to adapt where necessary to deliver the size and complexity of change. Identify behavioural changes required at all levels across the organisation resulting from the proposed change and identify and execute appropriate change activities to create sustainable adoption of new behaviours. Work closely with the transformation team, programme/project, training, and communications teams, to facilitate the deployment of change across jurisdictions, markets and teams, ensuring the organisation is ready for change and the impact of adoption levels is monitored consistently. Support the development of communications and training materials associated with the proposed change with the communications and training teams. Based on the change impact assessment outcomes, escalate any concerns where there could be certain populations have too much change to the Change Management Lead Identify and manage any resistance to change across the organisation, with the support of the wider Change Management team, through the development of strategies and frameworks which increase the success of change initiatives. Evaluate the impact of change activities through structured post implementation reviews and feedback analysis, ensuring that future change management initiatives are developed using lessons learnt and the approach and delivery of change continually evolves across the business. Develop and support a change management network by influencing and closely supporting change community, providing consistent approaches, tools and methods . Champion the development of continuous improvement culture which will help deliver a continuously evolving and improving client and user experience. Involve people in the process of contributing or shaping change plans - create a coherent working change vision which enables people to see clearly in their own minds where the change will take them. Experience working in a change environment with demonstratable success in delivering benefits on a project Change Management/Programme/Project qualifications with proven use of tools and methodologies Experience in delivering alternative fund servicing solutions preferable but not mandatory Solid Understanding of change from a behaviour, process and technology perspective. Can have a spike in one area but will need basic experience in both other areas Proven experience leading change management initiatives within a project/ programme level Can evidence planning, executing, and monitoring the execution of change and how to maximise adoption levels Exposure to the entire programme / project lifecycle with proven track record of change management within a transformation programme Attentive individual who is comfortable with delivering detailed and concise outputs as well as executive level summaries Experience in identifying and managing change risks Experience working in a technology engagement environment Excellent communication: communicates with clarity and confidence up to managerial levels; adapts style and content to the needs of the audience by being inspirational. Energises people to drive change/ growth, highly adaptable to new situations and agile working cross borders or teams Stakeholder management: An ability to communicate effectively with stakeholders up to managerial level . Working in cross-functional and cross jurisdictional teams to ensure positive outcomes for clients and people. Influencing and relationship building proactively builds productive and open and trusting relationships with internal and external stakeholders; presents robust and convincing positions in the face of challenge while remaining respectful of others' views; negotiates effectively to agree realistic outcomes. Delivering results remains calm, effective, and positive even when under pressure; takes ownership for delivering outcomes and is highlight pragmatic and action orientated. Initiative and problem solving identifies problems, provides / facilitates the creation of options and recommendations, and uses initiative to drive solutions in a positive and constructive manner; whilst being able to identify and manages risk. Change Management & Adoption: ability to focus on the human side of change by building and delivery change management strategies and plans to increase adoption and the success of the acceptance of benefits.
Nov 17, 2025
Full time
Job ID: Location: Southampton Reports to Transformation Change Lead Aztec are looking for a self-motivated and driven individual to deliver change management at a project level to support the delivery of Aztec's Transformation Programme. Reporting directly to the Transformation Change Lead, this role will need to be focussed on planning and delivering the change through a change network and working with the core Programme/Project Team. The purpose of this role is to manage and lead the people change activities focussing on change adoption and benefit realisation with a key purpose to enhance our client's journey and our employee experience. The successful candidate will need to have experience in change management from a people and culture, process, data, benefits realisation and technology perspective and will receive significant exposure to senior managers in a fast paced and high-growth business and transformation. This role provides the opportunity to play a key, as part of the Change Management team, in delivering a new operating model and broader transformation to support the Aztecs growth ambitions. Key responsibilities: Develop and implement change management plans for the proposed change based on Aztec's Change Management Methodology (including stakeholder analysis, change impact assessments, change plans, business readiness, and change interventions) to drive adoption and ensure a smooth and successful implementation of the initiative. Adopt the change management toolkits and frameworks from the Transformation Team to support the successful implementation of the change through a structured approach, working with the Change Management Lead to adapt where necessary to deliver the size and complexity of change. Identify behavioural changes required at all levels across the organisation resulting from the proposed change and identify and execute appropriate change activities to create sustainable adoption of new behaviours. Work closely with the transformation team, programme/project, training, and communications teams, to facilitate the deployment of change across jurisdictions, markets and teams, ensuring the organisation is ready for change and the impact of adoption levels is monitored consistently. Support the development of communications and training materials associated with the proposed change with the communications and training teams. Based on the change impact assessment outcomes, escalate any concerns where there could be certain populations have too much change to the Change Management Lead Identify and manage any resistance to change across the organisation, with the support of the wider Change Management team, through the development of strategies and frameworks which increase the success of change initiatives. Evaluate the impact of change activities through structured post implementation reviews and feedback analysis, ensuring that future change management initiatives are developed using lessons learnt and the approach and delivery of change continually evolves across the business. Develop and support a change management network by influencing and closely supporting change community, providing consistent approaches, tools and methods . Champion the development of continuous improvement culture which will help deliver a continuously evolving and improving client and user experience. Involve people in the process of contributing or shaping change plans - create a coherent working change vision which enables people to see clearly in their own minds where the change will take them. Experience working in a change environment with demonstratable success in delivering benefits on a project Change Management/Programme/Project qualifications with proven use of tools and methodologies Experience in delivering alternative fund servicing solutions preferable but not mandatory Solid Understanding of change from a behaviour, process and technology perspective. Can have a spike in one area but will need basic experience in both other areas Proven experience leading change management initiatives within a project/ programme level Can evidence planning, executing, and monitoring the execution of change and how to maximise adoption levels Exposure to the entire programme / project lifecycle with proven track record of change management within a transformation programme Attentive individual who is comfortable with delivering detailed and concise outputs as well as executive level summaries Experience in identifying and managing change risks Experience working in a technology engagement environment Excellent communication: communicates with clarity and confidence up to managerial levels; adapts style and content to the needs of the audience by being inspirational. Energises people to drive change/ growth, highly adaptable to new situations and agile working cross borders or teams Stakeholder management: An ability to communicate effectively with stakeholders up to managerial level . Working in cross-functional and cross jurisdictional teams to ensure positive outcomes for clients and people. Influencing and relationship building proactively builds productive and open and trusting relationships with internal and external stakeholders; presents robust and convincing positions in the face of challenge while remaining respectful of others' views; negotiates effectively to agree realistic outcomes. Delivering results remains calm, effective, and positive even when under pressure; takes ownership for delivering outcomes and is highlight pragmatic and action orientated. Initiative and problem solving identifies problems, provides / facilitates the creation of options and recommendations, and uses initiative to drive solutions in a positive and constructive manner; whilst being able to identify and manages risk. Change Management & Adoption: ability to focus on the human side of change by building and delivery change management strategies and plans to increase adoption and the success of the acceptance of benefits.
Sales Operations and Adoption Senior Executive (Salesforce Focus) Job ID: Location: London Reports to Sales and Business Development Operations Manager We are on the lookout for a Senior Sales Operations & Adoption Executive (with particular focus on salesforce CRM system) to help us drive system adoption and support our Sales & Client Development and Marketing teams. Working closely with the Sales and Business Development Operations Manager and the rest of the business, you will be responsible for CRM system adoption and enablement, delivering targeted training for new and existing users, driving data integrity, analysis and reporting. Optimising CRM enabled sales processes you will help us to empower Sales & Client Development, Marketing and wider teams to drive revenue growth and strengthen existing client relationships through effective CRM system usage. As a subject matter expert, you will champion best practices, deliver impactful training programmes, create comprehensive training and support resources and track adoption metrics to ensure Salesforce and other sales and marketing tools are fully leveraged, and our teams operate efficiently, make data driven decisions to achieve our commercial objectives. Key responsibilities Design, deliver and maintain engaging training programmes and self serve enablement resources (guides, video tutorials, quick reference materials) to support on demand learning of new and existing users. Deliver ongoing training sessions to drive sustained Salesforce adoption through enhanced user engagement and act as the Salesforce subject matter expert, advising on best practice usage. Create compelling communications that promote best practice usage and reinforce adoption across the user base. Monitor adoption metrics, identify gaps, and implement targeted initiatives to increase engagement across our teams and ensure accurate data entry. Continuously improve Salesforce user experience, process efficiency, data quality and reporting in collaboration with the Sales & Client Development and Marketing teams and other stakeholders across the business. Develop and maintain dashboards and reports that provide actionable insights and support decision making for senior leadership teams. Continuously gather and leverage user feedback to enhance training, optimise processes, and improve tools, driving ongoing excellence and continuous improvement. Support adoption of other sales enablement tools and platforms, ensuring smooth onboarding and effective system usage. Work closely with the Sales & Client Development and Marketing teams on process enablement initiatives as well as ad-hoc tasks and projects. Skills and Experience Requirements 3-5 years of relevant experience in marketing, business development or client services within professional or financial services. Experience in Salesforce or other CRM systems is desirable. Strong communication and stakeholder management skills, with passion for training and collaborative, team focussed approach. Experience in designing and delivering training programmes or enablement resources, with an understanding of learning principles and user engagement strategies, is desirable. Ability to drive change and influence adoption in a fast-paced, dynamic environment. Ability to work cross-functionally, partnering effectively with Sales & Client Development, Marketing and other teams to deliver enablement initiatives. Commitment to continuous professional development, actively pursuing growth through training and qualifications. We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Oct 30, 2025
Full time
Sales Operations and Adoption Senior Executive (Salesforce Focus) Job ID: Location: London Reports to Sales and Business Development Operations Manager We are on the lookout for a Senior Sales Operations & Adoption Executive (with particular focus on salesforce CRM system) to help us drive system adoption and support our Sales & Client Development and Marketing teams. Working closely with the Sales and Business Development Operations Manager and the rest of the business, you will be responsible for CRM system adoption and enablement, delivering targeted training for new and existing users, driving data integrity, analysis and reporting. Optimising CRM enabled sales processes you will help us to empower Sales & Client Development, Marketing and wider teams to drive revenue growth and strengthen existing client relationships through effective CRM system usage. As a subject matter expert, you will champion best practices, deliver impactful training programmes, create comprehensive training and support resources and track adoption metrics to ensure Salesforce and other sales and marketing tools are fully leveraged, and our teams operate efficiently, make data driven decisions to achieve our commercial objectives. Key responsibilities Design, deliver and maintain engaging training programmes and self serve enablement resources (guides, video tutorials, quick reference materials) to support on demand learning of new and existing users. Deliver ongoing training sessions to drive sustained Salesforce adoption through enhanced user engagement and act as the Salesforce subject matter expert, advising on best practice usage. Create compelling communications that promote best practice usage and reinforce adoption across the user base. Monitor adoption metrics, identify gaps, and implement targeted initiatives to increase engagement across our teams and ensure accurate data entry. Continuously improve Salesforce user experience, process efficiency, data quality and reporting in collaboration with the Sales & Client Development and Marketing teams and other stakeholders across the business. Develop and maintain dashboards and reports that provide actionable insights and support decision making for senior leadership teams. Continuously gather and leverage user feedback to enhance training, optimise processes, and improve tools, driving ongoing excellence and continuous improvement. Support adoption of other sales enablement tools and platforms, ensuring smooth onboarding and effective system usage. Work closely with the Sales & Client Development and Marketing teams on process enablement initiatives as well as ad-hoc tasks and projects. Skills and Experience Requirements 3-5 years of relevant experience in marketing, business development or client services within professional or financial services. Experience in Salesforce or other CRM systems is desirable. Strong communication and stakeholder management skills, with passion for training and collaborative, team focussed approach. Experience in designing and delivering training programmes or enablement resources, with an understanding of learning principles and user engagement strategies, is desirable. Ability to drive change and influence adoption in a fast-paced, dynamic environment. Ability to work cross-functionally, partnering effectively with Sales & Client Development, Marketing and other teams to deliver enablement initiatives. Commitment to continuous professional development, actively pursuing growth through training and qualifications. We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Reporting to Head of Applications Integration We are looking for an experienced Enterprise Integration Developer to join our technology team and play a key role in building and supporting enterprise-grade integrations. With around 5 years of professional experience in application integration, the successful candidate will have strong technical skills, proven delivery experience, and the ability to work collaboratively with architects, business analysts, and stakeholders. This role will focus on developing and configuring solutions-primarily on the MuleSoft Anypoint Platform-to connect SaaS, ERP, and on-premise systems, ensuring secure, reliable, and scalable data flows. Integration Development Design, build, and maintain integrations and APIs using MuleSoft Anypoint Platform (API Manager, Runtime Manager, DataWeave). Implement integration patterns such as REST, SOAP, event-driven messaging, and batch processing. Develop reusable components, templates, and connectors to drive efficiency and consistency. Delivery & Support Contribute to the successful delivery of integration projects, working closely with business analysts, architects, and other developers. Support existing integrations, troubleshooting issues, and ensuring minimal downtime. Participate in CI/CD pipelines and automated testing for integration deployments, with experience in automation tools such as Azure DevOps, GitHub Actions, etc. Governance & Compliance Adhere to established integration standards, frameworks, and best practices set by the Integration Centre for Enablement (C4E). Ensure all integrations comply with security, privacy, and regulatory requirements (e.g., GDPR, ISO 27001). Document integration designs, configurations, and processes for knowledge sharing and auditability. Work with application teams (Salesforce, Workday, ERP, Ivanti, etc) to understand requirements and translate them into technical solutions. Collaborate with the Head of Enterprise Integrations to align development with the strategic roadmap. Communicate technical issues and solutions clearly to non-technical stakeholders. Skills & Experience 5+ years' experience in integration development, preferably in an enterprise environment. Hands-on experience with MuleSoft Anypoint Platform (API design, API Manager, DataWeave transformations, RAML/Swagger specifications). Good understanding of integration design patterns (API-led connectivity, synchronous/asynchronous messaging, batch). Experience integrating SaaS and ERP platforms (e.g., Salesforce, Workday, FenX). Familiarity with DevOps practices and tools (e.g., Azure DevOps). Knowledge of data formats and standards (JSON, XML, CSV, SOAP, REST, GraphQL). Understanding of security best practices (OAuth2, JWT, TLS/SSL, API gateways). Strong problem-solving skills with attention to detail. Good communication skills with the ability to work effectively in a team and interact with stakeholders. Qualifications (desirable) Degree in Computer Science, Software Engineering, or a related discipline. Exposure to other integration/messaging platforms (e.g., Dell Boomi, Azure Logic Apps, Kafka). Experience in regulated industries (financial services, healthcare, government) desirable. We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Oct 30, 2025
Full time
Reporting to Head of Applications Integration We are looking for an experienced Enterprise Integration Developer to join our technology team and play a key role in building and supporting enterprise-grade integrations. With around 5 years of professional experience in application integration, the successful candidate will have strong technical skills, proven delivery experience, and the ability to work collaboratively with architects, business analysts, and stakeholders. This role will focus on developing and configuring solutions-primarily on the MuleSoft Anypoint Platform-to connect SaaS, ERP, and on-premise systems, ensuring secure, reliable, and scalable data flows. Integration Development Design, build, and maintain integrations and APIs using MuleSoft Anypoint Platform (API Manager, Runtime Manager, DataWeave). Implement integration patterns such as REST, SOAP, event-driven messaging, and batch processing. Develop reusable components, templates, and connectors to drive efficiency and consistency. Delivery & Support Contribute to the successful delivery of integration projects, working closely with business analysts, architects, and other developers. Support existing integrations, troubleshooting issues, and ensuring minimal downtime. Participate in CI/CD pipelines and automated testing for integration deployments, with experience in automation tools such as Azure DevOps, GitHub Actions, etc. Governance & Compliance Adhere to established integration standards, frameworks, and best practices set by the Integration Centre for Enablement (C4E). Ensure all integrations comply with security, privacy, and regulatory requirements (e.g., GDPR, ISO 27001). Document integration designs, configurations, and processes for knowledge sharing and auditability. Work with application teams (Salesforce, Workday, ERP, Ivanti, etc) to understand requirements and translate them into technical solutions. Collaborate with the Head of Enterprise Integrations to align development with the strategic roadmap. Communicate technical issues and solutions clearly to non-technical stakeholders. Skills & Experience 5+ years' experience in integration development, preferably in an enterprise environment. Hands-on experience with MuleSoft Anypoint Platform (API design, API Manager, DataWeave transformations, RAML/Swagger specifications). Good understanding of integration design patterns (API-led connectivity, synchronous/asynchronous messaging, batch). Experience integrating SaaS and ERP platforms (e.g., Salesforce, Workday, FenX). Familiarity with DevOps practices and tools (e.g., Azure DevOps). Knowledge of data formats and standards (JSON, XML, CSV, SOAP, REST, GraphQL). Understanding of security best practices (OAuth2, JWT, TLS/SSL, API gateways). Strong problem-solving skills with attention to detail. Good communication skills with the ability to work effectively in a team and interact with stakeholders. Qualifications (desirable) Degree in Computer Science, Software Engineering, or a related discipline. Exposure to other integration/messaging platforms (e.g., Dell Boomi, Azure Logic Apps, Kafka). Experience in regulated industries (financial services, healthcare, government) desirable. We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Overview Job ID: Location: Southampton Reports to Sales and Business Development Operations Manager We are on the lookout for a Senior Sales Operations & Adoption Executive (with particular focus on Salesforce CRM system) to help us drive system adoption and support our Sales & Client Development and Marketing teams. Working closely with the Sales and Business Development Operations Manager and the rest of the business, you will be responsible for CRM system adoption and enablement, delivering targeted training for new and existing users, driving data integrity, analysis and reporting. Optimising CRM enabled sales processes you will help us to empower Sales & Client Development, Marketing and wider teams to drive revenue growth and strengthen existing client relationships through effective CRM system usage. As a subject matter expert, you will champion best practices, deliver impactful training programmes, create comprehensive training and support resources and track adoption metrics to ensure Salesforce and other sales and marketing tools are fully leveraged, and our teams operate efficiently, make data driven decisions to achieve our commercial objectives. Responsibilities Design, deliver and maintain engaging training programmes and self serve enablement resources (guides, video tutorials, quick reference materials) to support on demand learning of new and existing users. Deliver ongoing training sessions to drive sustained Salesforce adoption through enhanced user engagement and act as the Salesforce subject matter expert, advising on best practice usage. Create compelling communications that promote best practice usage and reinforce adoption across the user base. Monitor adoption metrics, identify gaps, and implement targeted initiatives to increase engagement across our teams and ensure accurate data entry. Continuously improve Salesforce user experience, process efficiency, data quality and reporting in collaboration with the Sales & Client Development and Marketing teams and other stakeholders across the business. Develop and maintain dashboards and reports that provide actionable insights and support decision making for senior leadership teams. Continuously gather and leverage user feedback to enhance training, optimise processes, and improve tools, driving ongoing excellence and continuous improvement. Support adoption of other sales enablement tools and platforms, ensuring smooth onboarding and effective system usage. Work closely with the Sales & Client Development and Marketing teams on process enablement initiatives as well as ad-hoc tasks and projects. Skills and Experience Requirements 3-5 years of relevant experience in marketing, business development or client services within professional or financial services. Experience in Salesforce or other CRM systems is desirable. Strong communication and stakeholder management skills, with passion for training and collaborative, team focussed approach. Experience in designing and delivering training programmes or enablement resources, with an understanding of learning principles and user engagement strategies, is desirable. Ability to drive change and influence adoption in a fast-paced, dynamic environment. Ability to work cross-functionally, partnering effectively with Sales & Client Development, Marketing and other teams to deliver enablement initiatives. Commitment to continuous professional development, actively pursuing growth through training and qualifications. We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Oct 30, 2025
Full time
Overview Job ID: Location: Southampton Reports to Sales and Business Development Operations Manager We are on the lookout for a Senior Sales Operations & Adoption Executive (with particular focus on Salesforce CRM system) to help us drive system adoption and support our Sales & Client Development and Marketing teams. Working closely with the Sales and Business Development Operations Manager and the rest of the business, you will be responsible for CRM system adoption and enablement, delivering targeted training for new and existing users, driving data integrity, analysis and reporting. Optimising CRM enabled sales processes you will help us to empower Sales & Client Development, Marketing and wider teams to drive revenue growth and strengthen existing client relationships through effective CRM system usage. As a subject matter expert, you will champion best practices, deliver impactful training programmes, create comprehensive training and support resources and track adoption metrics to ensure Salesforce and other sales and marketing tools are fully leveraged, and our teams operate efficiently, make data driven decisions to achieve our commercial objectives. Responsibilities Design, deliver and maintain engaging training programmes and self serve enablement resources (guides, video tutorials, quick reference materials) to support on demand learning of new and existing users. Deliver ongoing training sessions to drive sustained Salesforce adoption through enhanced user engagement and act as the Salesforce subject matter expert, advising on best practice usage. Create compelling communications that promote best practice usage and reinforce adoption across the user base. Monitor adoption metrics, identify gaps, and implement targeted initiatives to increase engagement across our teams and ensure accurate data entry. Continuously improve Salesforce user experience, process efficiency, data quality and reporting in collaboration with the Sales & Client Development and Marketing teams and other stakeholders across the business. Develop and maintain dashboards and reports that provide actionable insights and support decision making for senior leadership teams. Continuously gather and leverage user feedback to enhance training, optimise processes, and improve tools, driving ongoing excellence and continuous improvement. Support adoption of other sales enablement tools and platforms, ensuring smooth onboarding and effective system usage. Work closely with the Sales & Client Development and Marketing teams on process enablement initiatives as well as ad-hoc tasks and projects. Skills and Experience Requirements 3-5 years of relevant experience in marketing, business development or client services within professional or financial services. Experience in Salesforce or other CRM systems is desirable. Strong communication and stakeholder management skills, with passion for training and collaborative, team focussed approach. Experience in designing and delivering training programmes or enablement resources, with an understanding of learning principles and user engagement strategies, is desirable. Ability to drive change and influence adoption in a fast-paced, dynamic environment. Ability to work cross-functionally, partnering effectively with Sales & Client Development, Marketing and other teams to deliver enablement initiatives. Commitment to continuous professional development, actively pursuing growth through training and qualifications. We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Reports to Head of Product and Propositions The purpose of this role is to deliver Aztec's growth strategy through developing Private Equity, Private Credit, Real Estate or Fund of Fund products that capture prospective clients or broaden the relationship and services provided to existing clients. The Product Director will be accountable for the 3-year product roadmap for the asset class, the positioning of the products as best in class with clients and Aztec leaders, as well as creating new product offerings. Accountabilities: Product Vision and Strategy Define and communicate a clear product vision (for their products) aligned to Aztec's Ambition 30 goals working with Head of Products Drive creation and adoption of new products through new idea discovery Build detailed business cases, that deliver commercially viable products Horizon scanning for emerging trends, new developments and disruptive technology, alongside analysing competitor products Product Development Translate product strategy into detailed requirements work and write user stories with story-level acceptance criteria Maintain product road maps, documenting requirements, executing proof of concepts, overseeing and managing implementations via vendors, Technology and service delivery Ensure products are commercially viable, exploring pricing options with the Commercial Team Collaborate with the other product teams on prioritisation and reuse of functionality Change Management Lead product delivery and adoption of new products with clients and internal stakeholders Define and guide product driven changes to standard operating models Sales and Relationship Management Support Interact with clients/prospects to understand their problems and processes Collaborate with Asset Class client relationship management and service delivery teams to gather requirements, share insights and gain alignment Play an active role in client pitches and conduct product demos Marketing Act as SME to enhance client relationships and attract new clients by participating and attend industry forum events Develop product marketing materials and work with Marketing to ensure effective go to market strategy and product positioning Provide SME content to marketing events and programmes Coaching Mentor and train own team and develop product knowledge across Aztec's organisation Group / Service Projects Dependant on product workload, take on service initiatives that are across Asset Class to enhance client experience Leadership Requirements: Client-Centric Mindset: Listen to clients and build deep understanding of their needs to develop products that solve their problems and deliver value Stakeholder Influencing: Strong stakeholder management skills able to clearly communicate Aztec's products and opportunities to influence Aztec and client decision making Data-Informed Decision-Making: Leverage client insights and performance data to inform product strategy and stakeholder engagement Capability Development: Coach people from across Aztec on the product life-cycle and value to build trust in how it can enhance client outcomes and experience of Aztec Technical Skills: High technical literacy and understanding of development processes Familiar with Agile / Scrum methodologies Strong analytical and problem-solving skills People Skills: Outstanding verbal and written communication skills Collaborate to build Aztec's overall knowledge of product management and its benefits Experience & Qualifications: Record of delivering business/technology development initiatives managing all aspects of a successful product lifecycle 8-10 years of product development experience in a fund services environment with a clear understanding of the commercial proposition Experience working within agile environments Key Internal Interfaces: CCO: global and regional sales leadership; global and regional Heads of Client Relationship / Directors / ADs asset class , Commercial Director, Head of Marketing CCSO: Global Head of Asset Class , Client Service Delivery Leads Asset Class , Head of Data and Delivery Operations
Oct 30, 2025
Full time
Reports to Head of Product and Propositions The purpose of this role is to deliver Aztec's growth strategy through developing Private Equity, Private Credit, Real Estate or Fund of Fund products that capture prospective clients or broaden the relationship and services provided to existing clients. The Product Director will be accountable for the 3-year product roadmap for the asset class, the positioning of the products as best in class with clients and Aztec leaders, as well as creating new product offerings. Accountabilities: Product Vision and Strategy Define and communicate a clear product vision (for their products) aligned to Aztec's Ambition 30 goals working with Head of Products Drive creation and adoption of new products through new idea discovery Build detailed business cases, that deliver commercially viable products Horizon scanning for emerging trends, new developments and disruptive technology, alongside analysing competitor products Product Development Translate product strategy into detailed requirements work and write user stories with story-level acceptance criteria Maintain product road maps, documenting requirements, executing proof of concepts, overseeing and managing implementations via vendors, Technology and service delivery Ensure products are commercially viable, exploring pricing options with the Commercial Team Collaborate with the other product teams on prioritisation and reuse of functionality Change Management Lead product delivery and adoption of new products with clients and internal stakeholders Define and guide product driven changes to standard operating models Sales and Relationship Management Support Interact with clients/prospects to understand their problems and processes Collaborate with Asset Class client relationship management and service delivery teams to gather requirements, share insights and gain alignment Play an active role in client pitches and conduct product demos Marketing Act as SME to enhance client relationships and attract new clients by participating and attend industry forum events Develop product marketing materials and work with Marketing to ensure effective go to market strategy and product positioning Provide SME content to marketing events and programmes Coaching Mentor and train own team and develop product knowledge across Aztec's organisation Group / Service Projects Dependant on product workload, take on service initiatives that are across Asset Class to enhance client experience Leadership Requirements: Client-Centric Mindset: Listen to clients and build deep understanding of their needs to develop products that solve their problems and deliver value Stakeholder Influencing: Strong stakeholder management skills able to clearly communicate Aztec's products and opportunities to influence Aztec and client decision making Data-Informed Decision-Making: Leverage client insights and performance data to inform product strategy and stakeholder engagement Capability Development: Coach people from across Aztec on the product life-cycle and value to build trust in how it can enhance client outcomes and experience of Aztec Technical Skills: High technical literacy and understanding of development processes Familiar with Agile / Scrum methodologies Strong analytical and problem-solving skills People Skills: Outstanding verbal and written communication skills Collaborate to build Aztec's overall knowledge of product management and its benefits Experience & Qualifications: Record of delivering business/technology development initiatives managing all aspects of a successful product lifecycle 8-10 years of product development experience in a fund services environment with a clear understanding of the commercial proposition Experience working within agile environments Key Internal Interfaces: CCO: global and regional sales leadership; global and regional Heads of Client Relationship / Directors / ADs asset class , Commercial Director, Head of Marketing CCSO: Global Head of Asset Class , Client Service Delivery Leads Asset Class , Head of Data and Delivery Operations
Reports to Head of Product and Propositions The purpose of this role is to deliver Aztec's growth strategy through developing Private Equity, Private Credit, Real Estate or Fund of Fund products that capture prospective clients or broaden the relationship and services provided to existing clients. The Product Director will be accountable for the 3-year product roadmap for the asset class, the positioning of the products as best in class with clients and Aztec leaders, as well as creating new product offerings. Accountabilities: Product Vision and Strategy Define and communicate a clear product vision (for their products) aligned to Aztec's Ambition 30 goals working with Head of Products Drive creation and adoption of new products through new idea discovery Build detailed business cases, that deliver commercially viable products Horizon scanning for emerging trends, new developments and disruptive technology, alongside analysing competitor products Product Development Translate product strategy into detailed requirements work and write user stories with story-level acceptance criteria Maintain product road maps, documenting requirements, executing proof of concepts, overseeing and managing implementations via vendors, Technology and service delivery Ensure products are commercially viable, exploring pricing options with the Commercial Team Collaborate with the other product teams on prioritisation and reuse of functionality Change Management Lead product delivery and adoption of new products with clients and internal stakeholders Define and guide product driven changes to standard operating models Sales and Relationship Management Support Interact with clients/prospects to understand their problems and processes Collaborate with Asset Class client relationship management and service delivery teams to gather requirements, share insights and gain alignment Play an active role in client pitches and conduct product demos Marketing Act as SME to enhance client relationships and attract new clients by participating and attend industry forum events Develop product marketing materials and work with Marketing to ensure effective go to market strategy and product positioning Provide SME content to marketing events and programmes Coaching Mentor and train own team and develop product knowledge across Aztec's organisation Group / Service Projects Dependant on product workload, take on service initiatives that are across Asset Class to enhance client experience Leadership Requirements: Client-Centric Mindset: Listen to clients and build deep understanding of their needs to develop products that solve their problems and deliver value Stakeholder Influencing: Strong stakeholder management skills able to clearly communicate Aztec's products and opportunities to influence Aztec and client decision making Data-Informed Decision-Making: Leverage client insights and performance data to inform product strategy and stakeholder engagement Capability Development: Coach people from across Aztec on the product life-cycle and value to build trust in how it can enhance client outcomes and experience of Aztec Technical Skills: High technical literacy and understanding of development processes Familiar with Agile / Scrum methodologies Strong analytical and problem-solving skills People Skills: Outstanding verbal and written communication skills Collaborate to build Aztec's overall knowledge of product management and its benefits Experience & Qualifications: Record of delivering business/technology development initiatives managing all aspects of a successful product lifecycle 8-10 years of product development experience in a fund services environment with a clear understanding of the commercial proposition Experience working within agile environments Key Internal Interfaces: CCO: global and regional sales leadership; global and regional Heads of Client Relationship / Directors / ADs asset class , Commercial Director, Head of Marketing CCSO: Global Head of Asset Class , Client Service Delivery Leads Asset Class , Head of Data and Delivery Operations
Oct 30, 2025
Full time
Reports to Head of Product and Propositions The purpose of this role is to deliver Aztec's growth strategy through developing Private Equity, Private Credit, Real Estate or Fund of Fund products that capture prospective clients or broaden the relationship and services provided to existing clients. The Product Director will be accountable for the 3-year product roadmap for the asset class, the positioning of the products as best in class with clients and Aztec leaders, as well as creating new product offerings. Accountabilities: Product Vision and Strategy Define and communicate a clear product vision (for their products) aligned to Aztec's Ambition 30 goals working with Head of Products Drive creation and adoption of new products through new idea discovery Build detailed business cases, that deliver commercially viable products Horizon scanning for emerging trends, new developments and disruptive technology, alongside analysing competitor products Product Development Translate product strategy into detailed requirements work and write user stories with story-level acceptance criteria Maintain product road maps, documenting requirements, executing proof of concepts, overseeing and managing implementations via vendors, Technology and service delivery Ensure products are commercially viable, exploring pricing options with the Commercial Team Collaborate with the other product teams on prioritisation and reuse of functionality Change Management Lead product delivery and adoption of new products with clients and internal stakeholders Define and guide product driven changes to standard operating models Sales and Relationship Management Support Interact with clients/prospects to understand their problems and processes Collaborate with Asset Class client relationship management and service delivery teams to gather requirements, share insights and gain alignment Play an active role in client pitches and conduct product demos Marketing Act as SME to enhance client relationships and attract new clients by participating and attend industry forum events Develop product marketing materials and work with Marketing to ensure effective go to market strategy and product positioning Provide SME content to marketing events and programmes Coaching Mentor and train own team and develop product knowledge across Aztec's organisation Group / Service Projects Dependant on product workload, take on service initiatives that are across Asset Class to enhance client experience Leadership Requirements: Client-Centric Mindset: Listen to clients and build deep understanding of their needs to develop products that solve their problems and deliver value Stakeholder Influencing: Strong stakeholder management skills able to clearly communicate Aztec's products and opportunities to influence Aztec and client decision making Data-Informed Decision-Making: Leverage client insights and performance data to inform product strategy and stakeholder engagement Capability Development: Coach people from across Aztec on the product life-cycle and value to build trust in how it can enhance client outcomes and experience of Aztec Technical Skills: High technical literacy and understanding of development processes Familiar with Agile / Scrum methodologies Strong analytical and problem-solving skills People Skills: Outstanding verbal and written communication skills Collaborate to build Aztec's overall knowledge of product management and its benefits Experience & Qualifications: Record of delivering business/technology development initiatives managing all aspects of a successful product lifecycle 8-10 years of product development experience in a fund services environment with a clear understanding of the commercial proposition Experience working within agile environments Key Internal Interfaces: CCO: global and regional sales leadership; global and regional Heads of Client Relationship / Directors / ADs asset class , Commercial Director, Head of Marketing CCSO: Global Head of Asset Class , Client Service Delivery Leads Asset Class , Head of Data and Delivery Operations