Associate Director

18 hours ago

St Peter Port, United Kingdom Aztec Group Full time
Job Title: Associate Director

Reports to Director of Private Equity Fund Services

About the Role

Aztec Group is seeking an experienced Associate Director to lead the delivery and proactive development of the Private Equity fund services customer proposition. The successful candidate will be a key member of the Jersey Private Equity leadership team, working together to achieve strategic and financial success.

Key Responsibilities
  • Develop, direct, and monitor the implementation of strategic business plans and recommendations to enhance financial performance and new business opportunities for the team and the wider business.
  • Work closely with the Business Development team to develop a network of meaningful contacts, including prospects and influencers, to grow Aztec's Private Equity fund services business.
  • Work closely with support teams to ensure systems and operations are developed to support the Private Equity fund services strategy, enabling tactical and strategic change initiatives.
  • Maintain and build client relationships, acting as a higher authority client contact on day-to-day queries and in the event of any issues within the client teams.
  • Act as an A-level authorised signatory on service delivery, ensuring company policy and professional and regulatory guidelines are adhered to.
  • Take full ownership of the economics and performance of the team(s), ensuring that resource allocation, succession planning, and business performance are aligned to achieve commercially viable results.
  • Participate in client fee quotes, negotiations, and regular reviews of existing client relationships to ensure client satisfaction and proactively identify and secure new service opportunities.
  • Deliver through team managers to ensure that the requirements for a team/number of teams are met, with oversight on planning, scheduling, and monitoring of workloads.
  • Attend client board meetings and present periodic financial and service level information.
  • Provide directorship services to client boards.
  • Lead and/or participate in new client proposals and pitches as necessary, and manage the integration of new clients into the Group's procedures.
  • Lead or assist in the on-going development of systems and procedures to ensure the efficient, effective, and controlled delivery of client services.
  • Ensure appropriate information and best practice is shared between designated client services teams.
  • Contribute towards the business as a whole, identifying improvements in policies and procedures that apply across the business.
  • Actively manage the performance management and development of all direct reports, as well as providing oversight in an operational lead capacity to non-direct reports.
Requirements
  • ACCA, ACA, or ICAEW qualified.
  • Significant accounting experience.
  • Computer literacy and word processing skills are essential, including advanced proficiency in accounting tools, such as Microsoft Excel.
  • Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts.
  • Strong demonstrable experience in the day-to-day supervision of team(s).
  • Evidence of full responsibility for major client relationship(s).
  • Entrepreneurial spirit and collaborative nature.
  • Ability and drive to work independently.
  • Solution-orientated critical thinking.
  • Ability to make and implement crucial recommendations; strong problem-solving and capability to make decisions based on accurate and timely analysis.
  • High level of integrity and dependability.
  • High level of written and oral communication skills.
  • Effective budget management.
About Aztec Group

Aztec Group provides a range of services in line with its core business. We will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

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