Demonstrates proactive leadership in identifying and pursuing new fund opportunities aligned with strategic goals. Contribute to the new business strategy and sales plan on an ongoing basis.
Establish, track and meet targets set for the business in respect of turnover, client growth, team resourcing and the overall profitable growth of the funds business;
Identify and convert new business opportunities, track conversion rates and deal with all aspects of business development, the new business process, including proposals, meeting with clients (which will include travel to the UK on a frequent basis, and further afield on occasion), and the management of the take on and set up stages for each client;
Build and maintain a strong pipeline of prospects, ensuring consistent engagement and positioning FFSL as a trusted partner. Generate a minimum of £150k in new business opportunities during the first five months of commencing the role.
Ensure SLAs and appropriate oversight procedures, including key operating procedures, are implemented and managed across the client base. Ensure all relevant compliance controls are implemented across the business, including risk rating and mitigation controls, profiling, AML and transaction monitoring controls;
Ensure regular contact with clients to provide the director-led service we promote and ensure any issues are picked up quickly and addressed to the client’s satisfaction;
Promote new products and where appropriate cross sell other company services to clients;
Ensure client relationships are managed proactively with a consistent service, ensuring from establishment to end of life, structures are serviced to the highest standards, ensuring robust corporate governance and risk frameworks are implemented and adhered to;
Implement and ensure adherence with appropriate systems and controls in order to ensure compliance with all relevant rules and legislation. Ensure a strong level of understanding of these rules is always present within the team and ensure systems and controls are frequently reviewed and are appropriate to the business;
Maintain, review and implement risk management controls for the funds business, including a business risk and operational risk assessment. Frequently review risk considerations in respect to services, products and the customer base;
Ensure and implement the highest corporate governance standards, providing and monitoring MI and KPIs to ensure effective management and oversight of the funds business;
Monitor and ensure appropriate span of control for the funds business;
Actively contribute to the adoption of new IT solutions, operational support services and other aspects of the day to day operation of the;
Represent the fund services team at senior management meetings and externally within industry bodies or with the regulator as may be required from to time to time;
Alongside the compliance function, ensure open, transparent and frequent communication with the regulator;
Play an active role in managing AML/CFT risk and deliver a pro-active compliance culture within the business; and
In addition to the duties listed above, the Director may be requested to perform any other ad-hoc duties or projects as requested by the Board and may be asked to provide services to other members of the Fairway affiliation.
General Responsibilities
Strengthen client trust by maintaining regular, meaningful communication and ensuring responsiveness to client needs. Meet all major clients and understand the services offered, client needs, and opportunities for maximisation.
Act as a relationship ambassador, fostering long term partnerships and encouraging referrals through client satisfaction. Lead major relationships and be intimately aware of the issues and nuances of clients.
Create a positive team culture that values collaboration, recognition, and professional growth. Coordination between directors and team leaders is a yardstick for this KPI.
Ensure adherence with internal policies and procedures;
Maintain the highest standards of confidentiality and security in terms of client affairs and records;
Encourage open communication and feedback, ensuring staff feel supported and engaged, recognise the importance of team members within a relatively small but growing team.
Meet with the Head of Funds on a regular basis and be an integral part of team meetings; and
Lead, coach, and develop managers.
Technical Knowledge & Skills Required
Contribute to thought leadership by promoting Fairway’s expertise through articles, panels, or client briefings. Contribute at least two articles or panel sessions during probationary period and continue to do so in the role;
Demonstrable business development and sales skills, a commercial mindset;
Lead by example and exhibit behaviours to promote the growth of the business and the development of the team;
A relationship-oriented individual with strong inter-personal skills, capable of inspiring and motivating the team; and
Represent FFSL and the wider Fairway Group at industry events, enhancing visibility and credibility within the Jersey Funds sector. Represent FFSL at three or more industry events during the probationary period and continue to do so in the role.
Experience/Qualifications
JFSC Category A employee, holding a Table 4 qualification or regulator-approved equivalent (ACCA, ICSA); and
Minimum of 10 years’ experience in the Jersey funds space, preferably with knowledge of corporate structures and SPV administration.
Expertise in Microsoft 365 applications; and
Other industry-relevant software experience as appropriate.