Senior Manager, Private Wealth

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.                                                                                           

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

Join our dynamic Private Wealth team as a Senior Manager, where you’ll lead a high‑performing client administration function and oversee a diverse, high-value portfolio. This role offers the opportunity to shape team culture, drive operational excellence, and build strong client and intermediary relationships. You'll play a key part in business growth, risk management, and delivering exceptional client service across our global network. If you're an experienced fiduciary professional ready to make a meaningful impact, we’d love to hear from you.

What You'll Do - 

• Lead and manage a high-performing Client Administration Team, ensuring excellent service delivery, effective allocation of client work, smooth onboarding of new business, and strong adherence to company policies, procedures, and risk management frameworks.
• Oversee a complex, high-value client portfolio (c. £2.5m revenue) by providing senior-level technical expertise, supporting complex transactions, conducting fee reviews, improving profitability, and ensuring commercial targets—such as revenue, utilisation, debtor days, and cash collection—are consistently achieved.
• Drive operational excellence and continuous improvement by contributing to process enhancements, embedding risk management practices, monitoring KPI performance, and leading financial and operational projects.
• Develop people and culture through coaching, identifying training needs, managing career conversations, fostering a client service and business development mindset, and ensuring strong alignment with Group Values.
• Build and maintain strong internal and external relationships, identifying business opportunities, developing intermediary connections to generate new business, supporting regulatory/legislative impact assessments, and representing the business at client, advisor, and cross-functional meetings.

What We Offer - 

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
• Annual leave: our employees are entitled to 25 days paid leave plus all Jersey public holidays
• Enhanced maternity and paternity, including shared parental leave and adoption leave
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.

 

• Professional qualifications such as ICSA, STEP, or an equivalent, supported by a minimum of 10 years’ relevant industry experience and strong technical knowledge of fiduciary duties, trust and company administration, and taxation as it relates to these structures.
• In-depth understanding of laws governing Trust Company Business, including knowledge of relevant legislation across multiple jurisdictions and the ability to interpret trust and company legal documents accurately.
• Strong analytical, numeracy, and IT skills, with high attention to detail, accuracy, and proficiency in relevant systems and applications.
• Demonstrated capability in managing workflow, working collaboratively, motivating teams through change, and maintaining resilience under pressure while upholding integrity, equality, and diversity.
• Excellent communication and relationship-building skills, with a commitment to self-development, risk awareness, and supporting a client-focused, commercially effective team environment.

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.