Strategic Clients - Relationship Management

The role will be an integral part of the team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing Waystone at external events.

Responsibilities

Manage strategic relationships with global investment managers and institutional clients; Develop tailored engagement strategies to support client service and retention; Act as the escalation point for clients, fund boards, and service providers; Ensure Senior Waystone Management are aware of any client matters; Lead and mentor relationship managers across jurisdictions, fostering collaboration and consistency; Ensure a unified relationship management model is applied globally and covering all products; Represent Waystone in board meetings, investor forums, and strategic client engagements; Maintain high-level interactions with senior executives at client firms and fund directors; Coordinate client reporting requirements, ensuring SLAs and KPIs are met; Identify and pursue cross-sell opportunities across Waystone service offerings working with Sales and Key Account Managers as appropriate; Collaborate with the onboarding team to ensure seamless transition into BAU; Travel to maintain face-to-face engagement with clients and internal teams; Participate in industry events, regulatory roundtables, and client-hosted forums; Support internal teams to ensure funds comply with AIFMD, UCITS, and jurisdictional regulations; Collaborate with compliance and legal teams to manage cross-border risks; Champion CRM, Artificial Intelligence and client analytics tools to enhance visibility and decision-making; Ensure Salesforce and Heat Maps are updated in a timely manner; Support digital transformation initiatives, including automated reporting and AI-driven servicing; Support the client portal ongoing management and development.

Requirements

Motivated with enhanced inter personal skills and adept at building client relationships; Minimum 8 years’ experience in an investment funds environment; Knowledge of AIFMD, UCITS or MiFID; Client facing background with presentation skills; Strong academic background including a Degree in Finance/Business/Economics or related field; Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.); Minimum Experience: Senior Manager/Supervisor