Head of Client Growth & Relationships

Role Overview

The Head of Client Growth & Relationships is responsible for leading the commercial relationship management function for the Fund Administration business, combining strategic client relationship management with revenue growth responsibility across the Group’s fund administration client portfolio.

What You Will Do

Develop and execute the commercial relationship strategy for the Fund Administration business, drive revenue growth through client retention, cross-selling, upselling, fee reviews, new fund launches, additional jurisdictions, and expanded service offerings.

Why It Might Be a Fit

The successful candidate will bring a commercial mindset to client management, combining deep understanding of client businesses, investment strategies, growth plans, fundraising activities, geographic expansion, and operational requirements to identify opportunities where the Group can provide additional value.

Requirements

• Bachelor’s Degree in Finance, Business Administration, Economics, Commerce, or a related discipline.
• Professional qualifications in finance, investment management, client relationship management, or business leadership would be advantageous.
• Minimum 12-14 years of experience in financial services, fund administration, asset management, fiduciary services, or institutional client relationship management.
• Significant experience managing senior client relationships within the fund industry, including experience with fund managers, alternative investment managers, private equity firms, hedge funds, or institutional investors.
• Demonstrated experience managing individual and team revenue targets, client portfolios, commercial negotiations, and business growth initiatives.
• Experience leading and developing relationship management or client servicing teams.
• Strong understanding of fund administration, fund accounting, investor services, transfer agency, alternative investment structures, private equity funds, hedge funds, and institutional investment operations.
• Strong understanding of client lifecycle management, commercial account management, pricing strategies, profitability analysis, and revenue growth models.
• Knowledge of CRM platforms, commercial reporting tools, pipeline management systems, and business intelligence solutions.
• Ability to interpret financial information, client profitability data, operational performance metrics, and market intelligence.