Commercial Director - Fund Services

Purpose of the Job 

The core focus of this specific role is to drive the generation of new business and increase revenue for our Global Funds business globally. The successful candidate will work with the Service line leadership team corporate directors and will be expected to fully understand the services offered by each of the jurisdictions in which we operate specifically Global Funds.

Main Responsibilities 

To play a central role in the origination of valuable new business opportunities in line with the relevant business strategies and to:

• Achieve and exceed personal new business targets including identifying and implementing new business acquisition initiatives.
• Build own sales pipeline by identifying and winning new business across our key funds distribution and servicing markets for both domestic and onshore funds.
• Obtain a detailed understanding of both current and potential clients with a focus on longterm client relationships and profitable revenue generation.
• Work collaboratively with colleagues and in particular with other Commercial Director and Associate Commercial Director professionals to achieve new business sales objectives.
• Lead deal terms throughout the sales cycle.
• Lead commercial negotiations in line with agreed parameters.
• Ensure that salesforce Ocorians CRM system is updated with all Contact Lead Opportunity Campaign and Activity changes on an ongoing basis.
• Comply with procedures for the maintenance of salesforce pipeline information call reports proposal templates service / fee proposals and related financial analysis.
• Work with colleagues in other regions to build a collaborative sales culture.
• Position the business to be the best placed to capitalize on upsell and crosssell opportunities with existing clients.
• Build the business brand to generate quality leads via:
  • Attendance and participation at industry events.
  • Branded events
  • Thought leadership articles press releases client newsletters.
• Develop and manage the intermediary and thirdparty services provider network (particularly onshore and offshore law firms regulatory/startup consultants advisors fund platforms banks auditors technology vendors and (where appropriate) other services providers.
• Grow the business reputation as a trusted provider of highquality services with institutional investors family offices fund of funds financial institutions private banks and other allocators of capital via targeted marketing campaigns.

#LIAM1

#LIHybrid

Qualifications :

Knowledge Skills & Experience 

• At least five years relevant experience selling fund administration or third party manco services.
• Sales management experience in an investment bank trustee asset management or administration firm.
• As a result of study and experience they will possess a comprehensive understanding and knowledge of relevant legislation and regulations insofar as it pertains to our industry allowing a consultative sell to target clients.

Competencies 

• Very strong fund servicesbased technical skills and knowledge.
• Ability to lead and manage complex RFP and Procurement processes.
• A dynamic selfstarter with strong communication skills.
• A positive and enthusiastic team player with drive initiative and flexibility.
• Excellent interpersonal and influencing skills and the ability to communicate effectively with clients and colleagues at all levels.
• Excellent presentation skills.
• Ability to work using own initiative and make decisions within strict corporate policies and procedures.
• Strong time management organisational and IT skills

Additional Information :

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues wherever in the world they may be.
• We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.