Manager, Funds & Institutional

Overview

In this role you will oversee a high-value client portfolio, ensuring KPI achievement and driving commercial performance. You will lead P&L management, billing utilization, and cash collection to meet financial targets. You will assess regulatory changes and support client administration teams with complex transactions. You will cultivate relationships with intermediaries to grow the client book and provide technical guidance on client structures. Join a sustainability-focused firm that combines ESG, technology, and trusted client partnerships to power growth.

Pay / Benefits

• remuneration and pension
• private health and dental cover
• life assurance
• discounted gym membership
• eye test
• corporate GP access

Responsibilities

• Own and manage a high-value client portfolio and ensure KPI delivery
• Drive P&L, revenue targets, staff utilization, fixed-fee recoveries, debtor days and cash collection
• Support impact/risk assessments amid regulatory changes
• Develop and maintain relationships with intermediaries to generate new business
• Provide technical support to Client Administration Teams for client structures and complex transactions

Key requirements

• ICSA, CGI or equivalent professional qualification
• minimum 7 years relevant industry experience
• thorough understanding of laws relating to Fund Services Business
• ability to understand fund and company legal documents
• risk awareness with a strong integrity, equality and diversity ethos
• knowledge of the Jersey financial services industry

• relationship-building
• risk-awareness
• integrity and inclusivity
• fund services regulatory knowledge
• P&L and financial management
• cash collections and debt management

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