Associate Director

7 months ago


St Helier, United Kingdom IQ-EQ Full time

**Company Description**
IQ EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
**Job Description** Office**: Jersey - Gaspé House - In order to fulfil the requirements of the role, it may be necessary to travel from time to time to client or other IQ-EQ Group office locations, to attend seminars and/or perform business development and marketing initiatives

**Department**: Funds & Institutional

**Responsibilities**:

- Actively participate, lead and manage all aspects and activities relating to the development of IQ-EQ
- Actively support and drive the Business' organic growth objectives
- Maintain strong relationships with clients
- Actively develop new client leads and business opportunities
- Meet or exceed key financial and non-financial targets (with an emphasis on maximising revenues whilst retaining focus on cost efficiency)
- Engage in marketing and business development initiatives
- Actively share knowledge and experience both internally and externally (including delivery of training sessions, preparing articles and participation in initiatives)
- Pro-actively contribute to initiatives to improve processes to drive operational excellence
- Provide close team and client management support to ensure an excellent quality and consistency of service throughout the Business
- Implement a culture of shared knowledge and delegated responsibility within the team(s)
- Ensure that risk management processes are embedded in the culture, operations and systems used by all employees
- Responsible for driving and exemplifying adherence to agreed policies, procedures and applicable regulations
- Responsible for ensuring your staff meet their commercial objectives and targets
- Responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio.

**Tasks**:
**Overview**:

- Act as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function and across all jurisdictions, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group’s vision and strategic goals
- Act as a role model to implement a culture which supports the Group Values
- Create an environment which encourages staff engagement and drives excellent client service, operational effectiveness and efficiencies
- Manage all staff on a day to day basis to ensure achievement of business goals
- Deliver efficient management of the client service delivery, commerciality and risk management. Where KPI's, financial performance or other tracked parameters fall outside of defined targets, the Associate Director is expected to investigate and remediate

**Management Activities**:

- Build and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts
- Motivate all staff and ensure they are fully aware of the clients’ strategic objectives and have in place their own personal objectives which are aligned to ensure successful achievement and delivery of goals
- Provide regular reports to senior management
- Assign clear responsibilities and accountabilities for the identification and escalation of risk issues
- Pro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group Values
- Use your own judgement to bring to the attention of senior management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective manner
- Maintain up-to-date information on developments in the regulatory environment that affect the business and ensure compliance at all times
- Attend committee meetings
- Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes

**Business Support**
- Act as a duly authorised signatory of the relevant IQ-EQ entity and any applicable Group entities, administering signatures only in accordance with delegated signing authorities in place from time to time
- Undertake client visits to ensure that robust client relationships are maintained and developed with a view to cultivating new sale of service opportunities from the existing client portfolio
- Share knowledge so that staff understand and are able to respond appropriately to developments as they arise
- Add value to service line strategy and jurisdictional delivery through a sound understanding of what the other teams and functions deliver
- Develop the capability and performance of staff in the client service team to meet the needs of the Business
- Encourage an environment of shared knowledge and learning to help del


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