Senior Commercial Relationship Manager - Fund Administration

About the role

The Commercial Relationship Manager leads the commercial relationship management function for the Fund Administration business, combining strategic client relationship management with revenue growth across the Group's fund administration client portfolio. The role builds long-term partnerships with fund managers, asset managers, investment firms and institutional clients, identifies revenue expansion opportunities such as cross-selling, new mandates and increased client value, and leads a team of Commercial Relationship Managers. It also manages the Fund team responsible for setting up and administering Alternative investment funds, Estate Succession Planning, Trust Structuring and advising Family Trust clients.

Key responsibilities

• Develop and execute the commercial strategy for Fund Administration, own the commercial performance of the client portfolio and drive revenue through retention, cross-selling, upselling, fee reviews, new fund launches and expanded service offerings
• Build trusted relationships with senior executives, fund managers, investment professionals and boards, acting as executive sponsor for key strategic clients and running regular business reviews and account meetings
• Set up a client growth planning framework, document commercial development plans for each strategic client, segment clients and manage the client lifecycle from onboarding to renewal
• Lead, mentor and develop a team of Commercial Relationship Managers, set objectives and targets, run account reviews, coaching and commercial planning meetings, and build skills in relationship management, consultative selling and negotiation
• Champion a client-centric culture, work with Operations, Fund Accounting, Investor Services, Compliance, Finance and Technology, and monitor service quality and client satisfaction
• Lead discussions on new mandates, contract renewals, pricing reviews and fee negotiations, and support the conversion of opportunities from business development and strategic partnerships
• Monitor fund industry trends, competitors and regulatory changes, turn market intelligence into commercial strategy, and report on revenue, retention, pipeline and profitability