Fund Administration Sales Manager

3 days ago

London, Greater London, United Kingdom Ocorian group Full time
About Ocorian Group

We are a leading provider of fund administration services, helping clients succeed by unlocking new value through expertise, trust and scale. Our team delivers solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With over 1,500 colleagues operating across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

This role will involve providing both strategic and day-to-day practical business development leadership and team management that partners with the senior leadership of the Global Funds service line.

The successful candidate will work with the Service line leadership team, corporate directors and will be expected to fully understand the services offered by each of the jurisdictions in which we operate, specifically Global Funds.

  • Manage Global Funds Sales Team: setting targets; managing and supporting team members activity; supporting team on larger sales pitches.
  • Obtain a detailed understanding of both current and potential clients, with a focus on long-term client relationships and profitable revenue generation.
  • Build own sales pipeline by identifying and winning new business across our key funds distribution and servicing markets for both domestic and onshore funds.
  • Work collaboratively with colleagues and in particular with other Commercial Director and Associate Commercial Director professionals to achieve business sales objectives.
  • Lead deal terms throughout the sales cycle.
  • Lead commercial negotiations in line with agreed parameters.
  • Comply with procedures for the maintenance of pipeline information, call reports, proposal templates, service / fee proposals and related financial analysis.
  • Ensure that Salesforce, Ocorian's CRM system is updated with all contact and activity and changes on an ongoing basis.
  • Work with colleagues in other regions to build a collaborative sales culture.
  • Provide senior relationship management to ensure that client needs are understood and that new products and services are effectively communicated.
  • Build the business' brand to generate quality leads via attendance and participation at industry events, branded events, thought leadership articles, press releases, and client newsletters.
  • Develop and manage the intermediary and third-party services provider network (particularly onshore and offshore law firms, regulatory/start-up consultants, advisors, fund platforms, banks, auditors, technology vendors and (where appropriate) other services providers.
  • Grow the business' reputation as a trusted provider of high-quality services with institutional investors, family offices, fund of funds, financial institutions, private banks and other allocators of capital via targeted marketing campaigns.Requirements

The ideal candidate should have:

  • At least seven years' relevant experience selling fund administration or third party manco services.
  • Sales management experience in an investment bank, trustee, asset management or administration firm running a successful sales team in a player/manager role.
  • Very strong fund services-based technical skills and knowledge.
  • Ability to work using own initiative and make decisions within strict corporate policies and procedures.
  • Strong time management, organisational and IT skills.

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