Director - Onboarding

Director - Onboarding London, England

Waystone Governance Ltd.
Full Time London, England 30000 - 40000 GBP ANNUAL Today
Job description

The Director – Onboarding 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


  • Launch and management of client relationships and governance of funds dealing with internal Senior Managers and supporting teams, and being lead contact person with the ACD Board, Investment Managers and across the different service providers, principally the Fund Administrator, Depositary, Custodian, Auditors and Legal Advisors in the launch phase of new funds/products;
  • Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to this changing regulation, specifically FCA Handbook, AIFMD, UCITS and MiFID;
  • Attend, when available, training sessions on relevant topics and ensure all teams are onboard with the changing environment;
  • Communicate all relationship and governance items to Senior Managers and internal management, and internal teams and work towards resolutions & log for training purposes to avoid duplication of issues;
  • Operational responsibility for a group of new or existing clients in line with all fund documentation including prospectus, legal agreements and in line with Waystone procedures, with the support of Senior Managers, Risk Management, Compliance, Legal and Operational Risk, to ensure client satisfaction and compliance with regulatory obligations and to manage repeat business opportunities;
  • Identify procedures that need to be implemented or changed, lead the charge to get the changes made, take responsibility for training and ensure that procedures are adhered to on an ongoing basis; and
  • Coordinate the internal existing teams to promote prompt and thorough response to clients’ requests.

REQUIREMENTS

  • Motivated with enhanced inter personal skills and adept at building client relationships;
  • Minimum 7 years’ experience in an investment funds environment;
  • Knowledge of AIFMD, UCITS or MiFID – FCA Handbook a bonus but not essential;
  • Client facing background with presentation and project management skills;
  • Strong academic background including a Degree in Finance/Business/Economics or related field;
  • Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)

Director - Onboarding
Waystone Governance Ltd.

www.waystone.com
Dublin, Ireland
Unknown / Non-Applicable
201 to 500 Employees
Unknown
Related Jobs

All Related Listed jobs

Tesco Colleague - Yardley Extra
Tesco Birmingham, England 11.02 GBP HOURLY Today

Making decisions that are right for customers, delivering routines in store that meet the needs of customers at the right time. Days From time To time.

Specialist Customer Assistant (Cafe & Counters)
Booths Barrowford, England 10.58 - 10.66 GBP HOURLY Today

So, as a Customer Assistant, you will already be a natural when it comes to customer service however, with our bespoke training you will become an expert in

medical assistant
EMA Patient Transport Poole, England 22464 - GBP ANNUAL Today

EMA Patient Transport provide specialist mental health secure transport and non-emergency patient transport to the NHS, local authority, ICBs and...

customer relations
Morrisons Widnes, England 21911 - 21000 GBP ANNUAL Today

About The Role

Our store teams are at the heart of the local community and our Customer Assistants...

surgical tech
Cleveland Clinic Akron, OH 81010 - 50062 USD ANNUAL Today

  • Collects assessment data for assigned patients, including age specific physical and psychological aspects.
  • Collaborates...