Director - Investment Solutions FTC

Please note, this is a 12 month fixed-term contract.

For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry – partnering with institutional investors, investment funds and asset managers.  We work with our clients to help build, support, and protect investment structures and strategies worldwide.

Our success depends upon our ability to attract and retain the best, most diverse talent and provide our employees with a broad spectrum of professional development opportunities. Our workplace environment is an inclusive one, where employees can be themselves, reach their full potential and drive business results.

Summary: The Director role at Waystone in the Distribution – Investment Solutions division is Head of Client 
Services with 7+ years’ experience in an Investor Relations or Client Relations team alongside a UCITS/Funds 
sales team. The role leads and manages the Client Services team and reports into the Global Head of Distribution. 
The role supports the management of the Investment Solutions team alongside the Global Head of Distribution and 
works alongside the European-wide Sales team to deliver excellent client onboarding and service to all 
stakeholders. The role has full understanding and knowledge on how the Distribution business is managed and run
day-to-day to deliver on business goals and targets. The role works with a highly dynamic and motivated team and 
offers the opportunity for an individual to take ownership of their deliverables to become both a manager and 
integral member of the team. This in turn will create a meaningful difference to the team, the business’ value 
proposition, and relationships with stakeholders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To lead and manage the Client Services team within Investment Solutions. 

To be responsible for all deliverables that the Client Services team have to all stakeholders: both external and internal.

To organise, co-ordinate, teach and develop the wider team to support these deliverables

To maintain and develop a leadership role for other team members.

The role is multi-faceted and covers client services, investor relations, events, branding marketing and the co-ordinates the governance and reporting of the Investment Solutions team to the wider organisation.

The individual should have the ability to problem solve and deliver on client requests. This will include, but not limited to, all investor relations work (investor meeting coordination, RFPs, due diligence, country registrations co-ordination, platform onboarding, databases, distribution agreements, rebate management etc.)

Communicate on annual targets, deliverables and commitments to all investment managers.

To have strong relationships with clients (both investment managers and investors) and to be an individual that they can come to for help and can rely on from the team.

Lead & develop our service offering to investment managers and how we can communicate ongoing sales activity, pipeline progression and asset raising achievements.

Lead in marketing, branding and events initiatives and build out a marketing annual calendar for the Investment Solutions team.

To communicate and commit to deliverables for the year to investment managers and see these come to fruition. To drive discussion on how to market our funds with the team and to brainstorm and develop new materials and content for our business.

Organise, oversee the annual roadshow schedule and co-ordinate meeting deliverables across the team.

Build and develop the processes and reporting deliverables that the Client Services and Investment Solutions team undertakes. 

 Lead and oversee all team governance and reporting to the wider organisation – understand deal flows, all of our clients, shareholder registers, asset raising targets, deliverables and board reporting.

Collect and report on Sales team data in a clear and concise manner to review targets and achievements.

To share this with the Global Head of Distribution and lead on team reporting.

Drive and build initiatives across the team to improve efficiencies for the Sales team, internal processes, reporting and relationship management.

To have the ability to manage and organise high workload to meet deadlines across all stakeholders.

Understand all aspects that create a highly motivated Sales team and how the business works.

To have strong proficiency in Salesforce and email marketing tools to record, track and report on all activities.

To exhibit an excellent attitude, understanding and results-driven approach to client relationship management.

To deliver a service above expectations and to develop a significant value-add proposition of Investment Solutions to both investment managers and clients. 

REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The 
requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable 
accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience:

7+ years’ experience in working with clients and with exposure to alternative UCITS and AIFs, ideally within 
an Investor Relations or Client Relations team for an asset manager or fund service provider.

Previous team management experience

Excellent oral and written communication skills in English.

High level of attention to detail.

The ability to work to deadlines.

Collaboration with colleagues across geographic and functional boundaries.

An ability to combine an understanding of local markets within the wider business & regulatory context.

High levels of personal integrity and client service.

Self-motivation and confidence.

Solid computer skills, particularly in Salesforce or a similar CRM system, Excel and PowerPoint

Education:
Strong academic background including a Degree in Finance/Business/Economics or related field.
Minimum B.A. degree from a reputable institution, preferably within a finance-focused curriculum.