Associate Director - Relationship Management

Job description

Associate Director – Relationship Management SUMMARY Associate Director – Relationship Management will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing Waystone at external events. ESSENTIAL DUTIES AND RESPONSIBILITIES Own and manage client relationships, ensuring clients are satisfied with the quality of service delivered across all relevant Waystone group entities Act as the primary point of coordination and escalation for clients, maintaining strong engagement with Investment Managers, Fund Boards, and key service providers (Fund Administrators, Depositaries, Auditors, and Legal Advisors). Represent Waystone at Board meetings, delivering clear and professional reporting, ensuring all Waystone-related matters are appropriately addressed, and maintaining strong governance standards. Maintain ongoing oversight of assigned clients to ensure: Operational effectiveness and service quality Commercial viability and profitability of relationships Timely delivery of contractual and regulatory obligations Proactively identify and act on cross-sell and upsell opportunities, leveraging knowledge of the full Waystone product suite to enhance client value and deepen relationships. Develop, maintain, and regularly update formal account plans for each client, ensuring a clear understanding of client strategy, priorities, risks, and growth opportunities. Ensure all relevant client data, interactions, opportunities, and relationship insights are accurately recorded and maintained in Salesforce, supporting transparency, pipeline management, and internal coordination. Promote effective collaboration across internal teams, ensuring a coordinated and responsive approach to client needs Work closely with internal stakeholders (Designated Persons, Compliance, Risk, Operations, Onboarding and Product teams) to: Resolve issues efficiently Deliver consistent service standards Coordinate project and change initiatives Monitor and manage all relationship issues and risks, ensuring timely escalation where appropriate and driving resolution, while capturing lessons learned to improve processes. Identify opportunities to enhance processes and procedures and participate in implementation of improvements Maintain a strong working knowledge of applicable regulatory frameworks (including AIFMD, UCITS, and MiFID) and ensure that client servicing is aligned with evolving regulatory requirements. Lead/support projects relating to implementation of regulatory and business changes within the RM team, working collaboratively with internal teams to ensure effective delivery. Act as a Director on client funds where requested REQUIREMENTS Motivated with enhanced interpersonal skills and adept at building client relationships; Minimum 8 years’ experience in an investment funds environment; Knowledge of regulations including AIFMD UCITS and MiFID (if applicable); Client facing background with presentation skills; Strong academic background including a Degree in Finance/Business/Economics or related field; Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)