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fiduciary client manager
Trade & Treasury Operations Principal
Partners Capital
We are looking for someone to join our centralised execution function within the broader Client Operations team. The key responsibilities will be to review and send investment and cash execution instructions for a range of clients and asset classes and help build our operational processes and procedures. The candidate should be hardworking and comfortable working in a fast-paced environment. They must be able to problem solve; interact with colleagues and third parties, prioritise and complete multiple tasks whilst meeting daily deadlines. The successful candidate will be an integral member of the global Client Operations team and will report directly to the Head of Trade and Treasury Operations for Europe and Asia. The role is not client facing, as all client relationships are managed by the Investment Principals and Partners, however strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise such as fund administrators, fund managers, custodians, banks and brokers. The company has a 'small business', entrepreneurial atmosphere and attitude, and as such the successful applicant should appreciate an environment with wide-ranging responsibilities in multiple areas where flexibility and a willingness to do whatever it takes is paramount to contributing to the Firm's continued success. The successful candidate will be an integral part of the team and a 'go-to' person for junior team members; they will be prepared to 'roll their sleeves up' and take on a breadth of execution responsibilities. Key Responsibilities include, but are not limited to: Being one of the key, senior owners in the team of ensuring client and PV investment and treasury needs are implemented in a timely and accurate manner across the asset classes below. This includes reviewing and sending execution instructions for: Private placement and hedge funds (with specific attention paid to the terms of the funds they incl. fee classes, minimums, fund notice periods, gates, lock up periods) UCITs and Mutual fund orders Processing cash payments for clients and capital call payments for private placement funds. ETF funds and equity trades (being aware of specific tax and regional restrictions as well as resolving settlement issues) Foreign Exchange (spot and forwards for portfolio hedging purposes) Futures Direct fixed income Managing operational-related strategic and tactical projects, working with various teams across the business. Owning and assessing internal controls and recommending improvements to strengthen our operational risk environment, increase efficiencies and improve the scalability of the operational model and avoiding errors. Building the day-to-day relationship with external third-party custodians and brokers. Ensuring we receive best execution. Monitoring and assessing service levels, ensuring investments are correctly transacted and settled in an accurate and timely manner. Obtaining feedback from other members of the Client Operations team to continually improve the execution function. Working closely with our Compliance team, monitoring adherence to all policies and procedures to ensure that the company remains compliant with all regulatory requirements, and that we fulfil our fiduciary requirements to our clients. Coaching and mentoring junior staff. Holding regular one-on-one meetings with assigned team members as well as engaging in our annual Performance Development process. Providing updates to the function lead where necessary. Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. The task list above may change over time, and the candidate may be required to work on tactical and strategic initiatives with direction from senior management once they are more established in their role. Attributes / Required Skills The ideal candidate will have strong quantitative skills and have an active interest in investment and capital markets. A flexible, entrepreneurial approach and an appetite for challenge are essential qualities. Candidates will ideally: Have a relevant qualification such as the IOC or IMC (required). Have experience of working in a similar role within Financial Services, such as a private bank, middle office or settlement agency. Have a good understanding of the product types across the major investment asset classes. Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook. Have experience using Bloomberg AIM or other OMS. Be familiar with the relevant market regulations and reporting requirements, such as, MIFID II and EMIR. Demonstrate excellent judgment and ability to analyse issues quickly and independently to take appropriate action with minimal supervision. Demonstrate a high level of attention to detail and be very comfortable working with numbers. Demonstrate an ability to evaluate and interpret numerical data in order to spot potential errors in complex trade execution plans. Have good project management skills. Be an articulate self-starter with strong analytical and organisational skills. Be able to prioritise daily workloads whilst working efficiently and accurately under pressure. Be able to multi-task in a fast-paced investment environment. Have good communication skills. Have a high degree of integrity and professionalism and be a collaborative "team player". Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, strong benefits, and a flexible "results-focused" working model. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
Sep 30, 2026
Full time
We are looking for someone to join our centralised execution function within the broader Client Operations team. The key responsibilities will be to review and send investment and cash execution instructions for a range of clients and asset classes and help build our operational processes and procedures. The candidate should be hardworking and comfortable working in a fast-paced environment. They must be able to problem solve; interact with colleagues and third parties, prioritise and complete multiple tasks whilst meeting daily deadlines. The successful candidate will be an integral member of the global Client Operations team and will report directly to the Head of Trade and Treasury Operations for Europe and Asia. The role is not client facing, as all client relationships are managed by the Investment Principals and Partners, however strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise such as fund administrators, fund managers, custodians, banks and brokers. The company has a 'small business', entrepreneurial atmosphere and attitude, and as such the successful applicant should appreciate an environment with wide-ranging responsibilities in multiple areas where flexibility and a willingness to do whatever it takes is paramount to contributing to the Firm's continued success. The successful candidate will be an integral part of the team and a 'go-to' person for junior team members; they will be prepared to 'roll their sleeves up' and take on a breadth of execution responsibilities. Key Responsibilities include, but are not limited to: Being one of the key, senior owners in the team of ensuring client and PV investment and treasury needs are implemented in a timely and accurate manner across the asset classes below. This includes reviewing and sending execution instructions for: Private placement and hedge funds (with specific attention paid to the terms of the funds they incl. fee classes, minimums, fund notice periods, gates, lock up periods) UCITs and Mutual fund orders Processing cash payments for clients and capital call payments for private placement funds. ETF funds and equity trades (being aware of specific tax and regional restrictions as well as resolving settlement issues) Foreign Exchange (spot and forwards for portfolio hedging purposes) Futures Direct fixed income Managing operational-related strategic and tactical projects, working with various teams across the business. Owning and assessing internal controls and recommending improvements to strengthen our operational risk environment, increase efficiencies and improve the scalability of the operational model and avoiding errors. Building the day-to-day relationship with external third-party custodians and brokers. Ensuring we receive best execution. Monitoring and assessing service levels, ensuring investments are correctly transacted and settled in an accurate and timely manner. Obtaining feedback from other members of the Client Operations team to continually improve the execution function. Working closely with our Compliance team, monitoring adherence to all policies and procedures to ensure that the company remains compliant with all regulatory requirements, and that we fulfil our fiduciary requirements to our clients. Coaching and mentoring junior staff. Holding regular one-on-one meetings with assigned team members as well as engaging in our annual Performance Development process. Providing updates to the function lead where necessary. Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. The task list above may change over time, and the candidate may be required to work on tactical and strategic initiatives with direction from senior management once they are more established in their role. Attributes / Required Skills The ideal candidate will have strong quantitative skills and have an active interest in investment and capital markets. A flexible, entrepreneurial approach and an appetite for challenge are essential qualities. Candidates will ideally: Have a relevant qualification such as the IOC or IMC (required). Have experience of working in a similar role within Financial Services, such as a private bank, middle office or settlement agency. Have a good understanding of the product types across the major investment asset classes. Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook. Have experience using Bloomberg AIM or other OMS. Be familiar with the relevant market regulations and reporting requirements, such as, MIFID II and EMIR. Demonstrate excellent judgment and ability to analyse issues quickly and independently to take appropriate action with minimal supervision. Demonstrate a high level of attention to detail and be very comfortable working with numbers. Demonstrate an ability to evaluate and interpret numerical data in order to spot potential errors in complex trade execution plans. Have good project management skills. Be an articulate self-starter with strong analytical and organisational skills. Be able to prioritise daily workloads whilst working efficiently and accurately under pressure. Be able to multi-task in a fast-paced investment environment. Have good communication skills. Have a high degree of integrity and professionalism and be a collaborative "team player". Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, strong benefits, and a flexible "results-focused" working model. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
Market Director
CSC
Market Director Job Description Join CSC's Market Team in London as a Market Director and play a senior commercial role in shaping complex client solutions and supporting growth across our international client base. Location: London (Hybrid - 3-4 days in the office) Schedule: Monday to Friday, 37.5 hours/week Reports to: Market Leader, EMEA Introduction Working at the intersection of sales, service delivery, and commercial strategy, you will help lead high-value and complex opportunities from initial qualification through solution design and commercial development. You will partner with a growing team of sales consultants, sales leaders, service delivery teams, and subject matter experts to develop compelling client solutions, strengthen strategic engagements, and ensure CSC's proposals are commercially sound and operationally deliverable. You will primarily support two of CSC's largest business units, Corporate and Legal Solutions (CLS) and Global Financial Services (GFS), with a particular focus on complex, multinational, and cross-border opportunities. As a member of the Market Team, you will bring commercial judgement, operational expertise, and a strong understanding of client needs to help position CSC as a trusted partner. CSC serves a diverse international client base across more than 140 jurisdictions. You will work with colleagues and clients across countries, industries, and cultures, making international experience and additional language skills particularly valuable. What You'll Be Doing Lead the qualification and development of complex new business opportunities, ensuring alignment between client requirements, CSC's service capabilities, commercial objectives, and delivery model. Shape strategic client solutions across CLS and GFS, working with sales leaders, service delivery teams, and subject matter experts to develop differentiated and commercially compelling propositions. Play a senior role in client engagements, bringing subject matter expertise and advising on appropriate service models, delivery approaches, and value added solutions. Lead the development of strategic proposals, RFP responses, presentations, and detailed scopes of work for complex and multinational opportunities. Guide commercial structuring, including pricing strategy and solution design, balancing client requirements with operational feasibility and commercial sustainability. Act as a senior link between sales and service delivery, bringing together the appropriate stakeholders to develop solutions that can be implemented effectively across jurisdictions and business units. Partner with sales leadership on pipeline strategy, opportunity reviews, and win/loss analysis, identifying insights and actions that strengthen commercial performance. Engage and influence cross functional stakeholders across operations, legal, compliance, technology, and other specialist teams to ensure alignment throughout the sales process and readiness for implementation. Facilitate cross functional solution workshops for complex opportunities, translating client requirements into clear commercial and operational plans. Contribute to CSC's market positioning through industry insight, competitor analysis, and an understanding of evolving client requirements, helping strengthen propositions and identify opportunities for growth. Support the development of strategic relationships with clients, prospects, intermediaries, and other business partners where appropriate. Maintain strong commercial discipline and visibility across opportunities through effective use of CSC's CRM platform and associated commercial data. Represent the Market Team in senior internal discussions, client meetings, and regional or global forums as required. Travel occasionally for client meetings, industry events, and internal workshops across the EMEA region. What We're Looking For Seven or more years of relevant experience in commercial strategy, business development, client solutions, sales enablement, or service delivery within corporate services, professional services, financial services, or a related B2B environment. Strong commercial acumen, with experience shaping complex client solutions and balancing client requirements, commercial considerations, and operational delivery. Experience working with multinational or multi jurisdictional client engagements, ideally involving corporate governance, entity management, corporate administration, funds, or related financial services. Demonstrated ability to lead complex opportunities and coordinate senior stakeholders across sales, operations, legal, compliance, and other specialist functions. Strong client facing capability, with the credibility and communication skills to engage, advise, and influence senior client and internal stakeholders. Experience developing tailored proposals, leading RFP responses, and contributing to complex pricing and commercial arrangements. Strong analytical skills and the ability to translate complex client requirements into clear, actionable commercial and operational solutions. Experience working effectively within a global, matrixed organisation and across international teams. Strong judgement, organisation, and attention to detail, with the ability to manage multiple high priority opportunities simultaneously. Proficiency with CRM platforms and commercial reporting or analytics tools. Fluent written and spoken English; additional language skills are highly advantageous. Preferred Qualifications University degree in business, law, finance, or a related discipline. Experience advising or supporting multinational organisations, financial institutions, fund or asset managers, or other complex corporate clients. Strong understanding of multinational corporate structures, governance frameworks, entity management, and cross border compliance requirements. Operational experience within corporate, legal, fiduciary, fund, or related professional services. Knowledge of CSC's CLS and GFS service areas or comparable corporate and financial services. Why Join CSC? Competitive salary and benefits Career development opportunities Success sharing bonus programmes Tuition reimbursement, referral bonuses, and more About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business. Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success sharing bonuses or commission plans based on individual performance. To learn more, visit We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging. CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About The Team At CSC we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions. CSC is a great place to work with smart and dedicated people. We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work. We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. As business needs allow . click apply for full job details
Sep 22, 2026
Full time
Market Director Job Description Join CSC's Market Team in London as a Market Director and play a senior commercial role in shaping complex client solutions and supporting growth across our international client base. Location: London (Hybrid - 3-4 days in the office) Schedule: Monday to Friday, 37.5 hours/week Reports to: Market Leader, EMEA Introduction Working at the intersection of sales, service delivery, and commercial strategy, you will help lead high-value and complex opportunities from initial qualification through solution design and commercial development. You will partner with a growing team of sales consultants, sales leaders, service delivery teams, and subject matter experts to develop compelling client solutions, strengthen strategic engagements, and ensure CSC's proposals are commercially sound and operationally deliverable. You will primarily support two of CSC's largest business units, Corporate and Legal Solutions (CLS) and Global Financial Services (GFS), with a particular focus on complex, multinational, and cross-border opportunities. As a member of the Market Team, you will bring commercial judgement, operational expertise, and a strong understanding of client needs to help position CSC as a trusted partner. CSC serves a diverse international client base across more than 140 jurisdictions. You will work with colleagues and clients across countries, industries, and cultures, making international experience and additional language skills particularly valuable. What You'll Be Doing Lead the qualification and development of complex new business opportunities, ensuring alignment between client requirements, CSC's service capabilities, commercial objectives, and delivery model. Shape strategic client solutions across CLS and GFS, working with sales leaders, service delivery teams, and subject matter experts to develop differentiated and commercially compelling propositions. Play a senior role in client engagements, bringing subject matter expertise and advising on appropriate service models, delivery approaches, and value added solutions. Lead the development of strategic proposals, RFP responses, presentations, and detailed scopes of work for complex and multinational opportunities. Guide commercial structuring, including pricing strategy and solution design, balancing client requirements with operational feasibility and commercial sustainability. Act as a senior link between sales and service delivery, bringing together the appropriate stakeholders to develop solutions that can be implemented effectively across jurisdictions and business units. Partner with sales leadership on pipeline strategy, opportunity reviews, and win/loss analysis, identifying insights and actions that strengthen commercial performance. Engage and influence cross functional stakeholders across operations, legal, compliance, technology, and other specialist teams to ensure alignment throughout the sales process and readiness for implementation. Facilitate cross functional solution workshops for complex opportunities, translating client requirements into clear commercial and operational plans. Contribute to CSC's market positioning through industry insight, competitor analysis, and an understanding of evolving client requirements, helping strengthen propositions and identify opportunities for growth. Support the development of strategic relationships with clients, prospects, intermediaries, and other business partners where appropriate. Maintain strong commercial discipline and visibility across opportunities through effective use of CSC's CRM platform and associated commercial data. Represent the Market Team in senior internal discussions, client meetings, and regional or global forums as required. Travel occasionally for client meetings, industry events, and internal workshops across the EMEA region. What We're Looking For Seven or more years of relevant experience in commercial strategy, business development, client solutions, sales enablement, or service delivery within corporate services, professional services, financial services, or a related B2B environment. Strong commercial acumen, with experience shaping complex client solutions and balancing client requirements, commercial considerations, and operational delivery. Experience working with multinational or multi jurisdictional client engagements, ideally involving corporate governance, entity management, corporate administration, funds, or related financial services. Demonstrated ability to lead complex opportunities and coordinate senior stakeholders across sales, operations, legal, compliance, and other specialist functions. Strong client facing capability, with the credibility and communication skills to engage, advise, and influence senior client and internal stakeholders. Experience developing tailored proposals, leading RFP responses, and contributing to complex pricing and commercial arrangements. Strong analytical skills and the ability to translate complex client requirements into clear, actionable commercial and operational solutions. Experience working effectively within a global, matrixed organisation and across international teams. Strong judgement, organisation, and attention to detail, with the ability to manage multiple high priority opportunities simultaneously. Proficiency with CRM platforms and commercial reporting or analytics tools. Fluent written and spoken English; additional language skills are highly advantageous. Preferred Qualifications University degree in business, law, finance, or a related discipline. Experience advising or supporting multinational organisations, financial institutions, fund or asset managers, or other complex corporate clients. Strong understanding of multinational corporate structures, governance frameworks, entity management, and cross border compliance requirements. Operational experience within corporate, legal, fiduciary, fund, or related professional services. Knowledge of CSC's CLS and GFS service areas or comparable corporate and financial services. Why Join CSC? Competitive salary and benefits Career development opportunities Success sharing bonus programmes Tuition reimbursement, referral bonuses, and more About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business. Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success sharing bonuses or commission plans based on individual performance. To learn more, visit We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging. CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About The Team At CSC we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions. CSC is a great place to work with smart and dedicated people. We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work. We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. As business needs allow . click apply for full job details

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