Job Details

ID #53937424
Estado New Jersey
Ciudad Sainthelier
Tipo de trabajo Full-time
Salario USD TBD TBD
Fuente Ocorian
Showed 2025-05-28
Fecha 2025-05-28
Fecha tope 2025-07-27
Categoría Etcétera
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Client Director - Fund Services

New Jersey, Sainthelier 00000 Sainthelier USA
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Purpose of the RoleTo work as part of the Director team in the management of the Jersey Funds Service Line, taking responsibility for overseeing a team of Administrators responsible for the day-to-day delivery of client services to a portfolio of fund clients, regulated and unregulated structures, including supporting the on-boarding and off-boarding of business when required.To work with the management team to develop and implement business strategies to support the growth and expansion of Ocorian's business. To support the  Directors in meeting Service Line Revenue/GP targets and drive the financial performance of the Service Line by monitoring, managing, and reporting on team and individual KPIs to achieve Service Line annual billings, collection targets and budgets.Together with the Directors, take operational responsibility for the teams within the Service Line, acting as a role model and ambassador for Ocorian by instilling a positive, high-performance culture across the Service Line to attract, recruit and retain the best people.In conjunction with the wider business to take the lead in originating new business opportunities.Main responsibilitiesClient Responsible for the administration and service for the entities under supervision, acting as the main point of contact for clients, and developing business opportunities with them to extend services where possible. This includes:Co-ordinate the team to always deliver the highest standard of client service, including the completion of key client deliverables, the meeting of client deadlines, the liaison with other functional/team Managers within Ocorian, Directors and external third parties.Act as a director on the boards of client companies and/or Ocorian's corporate directors and/or Ocorian's corporate trustees and other Ocorian in-house service companies, as required and to act as alternate to some Director held Directorships.Develop positive and long-lasting client relationships between client contacts, their advisors, and intermediaries.People Monitor, manage, motivate, recruit, and develop staff, including the development of skills and capability through on-going training, personal development, and performance management.Act as a role model by always embodying the Ocorian values and behaviours.Promote excellence by embedding the Ocorian Performance Management framework across the Service Line, setting clear, consistent objectives for your teams, mentoring, and coaching staff and proactively managing under performance.Financial Manage the team’s fees to ensure that billing is completed accurately and timely in accordance with client contracts ensure that bills are issued within requisite internal timeframes and that agreed margins are maintained in the delivery of client services.Undertake fee reviews and participate in agreed remedial action where appropriate.Ensure Utilisation and Receivables targets are met.Ensure client bills are raised and settled promptly to minimise aged debtors or there is a proactive approach to WIP Management and all aged debt.Generate new -new and new-existing business development opportunities for Ocorian across all locations, (including cross selling and up selling) and where applicable co-ordinate the on-boarding of new business. Take an active role in client networking, thought leadership and act as a subject matter expert to the BD team.Operational Take an active role in the planning, development and implementation of the Service Line strategic plan, business plan and goals.Ensure technology is utilised and developed to maximise its use and functionality enabling the ongoing development of client services.Ensure the team always comply with Ocorian’s policies and procedures and participate in their ongoing review and development. Ensure business risk is always managed and that breaches or complaints are managed proactively and reported within requisite timeframes.Contribute to the development of operational processes to improve efficiencies and risk mitigations and ensure teams promptly adopt new operating procedures.Be actively involved in new client take-on.Act as an authorised signatory/officer in accordance with policies and procedures.Provide expertise, advice and guidance to the business as required, including the participation on committees, and working group.#LI-AM1

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