Manager - Fund Operations - Liverpool
Gibbs Hybrid are looking for a proficient Manager for the Fund Operations team, to work onsite (3 days) with our Liverpool based client. The role requires both hands on management, process improvements and strategic planning. You will be responsible for Fund Account Manager Openings, Fund Manager AML Due Diligence, Share Class Conversions and the management and maintenance of an internal platform service as well as reviewing processes and improving the efficiencies across the teams.
- Provides a consistent client service level model and ensures that all service levels are consistently satisfied or exceeded.
- Liaising with fund managers and managing the team that covers client onboarding/ client services
- Managing the team that covers account opening for clients and the transfer of accounts/due diligence
- Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards.
- Identifies and implements process improvements to improve the experience for all stakeholders
- Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues, as a team.
- Sets departmental budgets and conducts resource planning.
- Develops business plans for team/group operations.
- Ensuring all client queries received by the team are reviewed and resolved in line with expectations and ensuring delivery of a high level of client service both internally and externally.
- Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised.
Essential:
- Experience of managing teams and operations
- Knowledge of fund management
- Applying better ways of working and agile
- People management/ Team leading
- Reviewing client efficiencies
- Management of the teams that cover Client onboarding, account opening, AML/KYC, due diligence, transfer of client accounts and dealing
- Motivate and drive the existing teams to improve processes
- Direct experience of dealing with a wide range of employee relations activities
- Strong operational experience in a related financial services discipline
- Strong systems skills/ability to define MI/ manipulate data (ideally intermediate+ Excel)
Click Apply now/Contact Lianne to be considered for the Manager - Fund Operations - Liverpool role