Client Business Manager

• Servicing institutional client, consultant relationships, reporting needs and supporting Client Managers
• managing a small and successful team to build long-term partnerships and develop in-depth knowledge about various parts of our business, including our firm and investment strategies

Client Details

This opportunity is with a well-established Investment Management business in the financial services industry. The company is a medium-sized firm known for its expertise, offering a professional and supportive environment for its employees.

Description

Client Business Team Leader

We are seeking a curious, objective, and analytical individual to manage the global Client Reporting team. You will be joining a high performing, dynamic team that focuses on developing and supporting our global client distribution and servicing efforts. This is a permanent role based in our West End office.

About the Client Reporting Team

The Client Reporting team is responsible for servicing institutional client and consultant relationships and their reporting needs, as well as supporting Client Managers in ongoing prospecting and servicing efforts. We seek to build long-term partnerships with organizations and people who share our values. To earn our client's trust and confidence, team members develop in-depth knowledge about various parts of our business, including our firm and investment strategies. This allows us to communicate with clients in detail while maintaining a sense of perspective.

We service the global client base and have team members across the globe as well as in the UK. The team is empowered - and expected - to have a direct impact in our regional institutional client efforts to attract and retain clients through exceptional client servicing. This role offers meaningful visibility across our global offices and exposure to senior management, reinforcing our commitment to client impact.

Why us?

• Culture. We are committed to our Core Values. We encourage intellectual curiosity and individualism as well as collaboration across different areas of the business. We seek to hear our people's voices - whether quiet or loud. Sharing ideas and challenging the status quo are commonplace.
• Autonomy. While guidance and support are provided, team members own their work and projects.
• Growth opportunities. We support our people in continuous learning and development.
• Agile environment. We are committed to providing a work environment that balances the needs of our clients; the needs of our teams; and the personal needs, commitments, and interests of our people.
• Philanthropy. Our people can contribute to society in a unique and personal way, through various philanthropy opportunities and programs.

What will your responsibilities be?

• Managing a small team, 3-5 people, being hands in their ability to complete tasks and review work
• You will also be hands on and be exposed to a wide range of responsibilities in support of our client efforts. This includes developing an in-depth understanding of the client landscape, proprietary tools and resources, and our investment portfolios to deliver excellent service to our clients.

Client reporting and servicing:

• Analyze, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.
• Leverage technical and data expertise to support client data requests and maintain ownership of calculation methodologies.
• Manage global projects focused on refining our client reporting and information distribution structure and processes to meet client needs.
• Streamline business processes alongside our technology team.

Client and prospect relations:

• Preparing and completing RFPs, RFIs, DDQs, this involves working closely with subject matter experts from all business areas.
• Maintain a centralised content library for frequently used responses and ensure timely updates to reflect changes in the firm's strategies, processes, and policies.
• Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.
• Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
• Build relationships and work closely with other global client and operations teams and business units to effectively service our clients.
• Manage information provided to consultants and consultant databases.

Profile

As a successful Client Business Manager should have:

About You

• 5+ years of experience working on DDQs and RFPs. Please Do not apply if you are not an expert in this field.
• Ideally you will have experience in onshoring, setting up processes and procedures from scratch
• You will have experience of managing a small team (1-8 people ideally) as you will be looking after a team of 4
• You will be responsible for the review and submissions as well write ups of DDQ and RFPs so expertise in this areas is ESSENTIAL

Your qualifications

• Undergraduate degree with a proven track record of academic achievement and continuous improvement.
• Professional designation such as CFA, CIPM, ACA, ACCA, or equivalent is preferred but not required.

Job Offer

• Permanent role as a Client Business Manager
• A competitive salary ranging from £85000 to £130000 depending on experience.
• Generous holiday allowance and a comprehensive benefits package.
• A professional and supportive working environment in the banking and financial services sector.

If you are ready to take the next step in your career as a Client Business Manager, we encourage you to apply today.

Desired Skills and Experience
The business require an experineced RFP and DDQ Manager to help set up (onshore) and run the team. You will still be involved in the writing and updating of pre-onboarding materilas as well as managing a small team.