Director – Corporate Services – Southampton
Reports to Head of Corporate Services, UK
Aztec Group provides a range of services in line with its core business. The purpose of this position is to work with the team to deliver and proactively develop the corporate services customer proposition in a manner that is aligned to the Aztec Group brand values and strategic business goals.
The candidate will be a key member of the UK Corporate Services team and will work closely with the Head of Corporate Services, UK to achieve strategic and financial success; helping to drive performance and managing the associated challenges of a dynamic and fast-growing business.
The individual will play an important role in helping the business to deliver excellent client service and meet its real potential. As a director of client service teams, the individual will be required to manage client relationships through effective leadership in order to deliver a superior standard of service in the market place.
In supporting a planned growth strategy, the individual will be expected to have an active awareness of and involvement in the business development strategy for Corporate Services. They will be instrumental in developing the teams and mentoring individuals within those teams, and in the ongoing development of Corporate Services systems and processes.
Through active participation in Aztec Group’s UK Corporate Services team, support the delivery of the
corporate strategy by focussing on:
+ Client Management: Ensure effective management of our existing UK Corporate Services clients to deliver a high level of client satisfaction;
+ Team Management: Focus on the ongoing development and growth of individuals within the UK team, ensuring appropriate exposure to challenging work and experiences within a supportive environment, in order to ensure a robust succession plan across the whole team;
+ Team Leadership: Act as an ambassador for the UK Corporate Services team across the Aztec Group, deputising for the Head of Corporate Services, UK at Product and Group level as and when required;
+ Product Delivery: Improve the way we deliver corporate services. Ensure the product is scalable and delivered efficiently. Drive internal efficiencies and optimise resourcing, ensuring relevant staff are fully up to speed and engaged on the corporate services strategy and delivery;
+ Product Development: Actively participate in the development of our Corporate Services proposition to maintain our leader status in the market. Work with the UK team to develop value adding enhancements with a focus on creating new income opportunities;
+ Business Development: Support the business development programme working closely with the Business Development and Marketing teams to win new business mandates from both existing and new clients;
+ Financials and strategic KPIs: Agree and regularly review financial and strategic KPI data for UK Corporate Services, providing insight for the team on where to focus and how to improve.
Core Director Responsibilities:
+ Work in conjunction with the central business development team and Head of Corporate Services, UK to develop and execute a business development strategy that fits in with the strategic aims of the Group and grows the UK business through locally developed leads as well as cross selling to existing Group clients
+ Lead and/or participate in new client proposals and pitches as necessary and manage the integration of new clients into the Group’s procedures
+ Mentor, support and, where appropriate, work alongside those with operational responsibility for alternative offerings in the UK, such as fund and depositary services in order to execute the business development strategy for those products
+ Work closely with other relationship managers across the Group to strengthen relationships with pre-existing clients
+ Maintain and build client relationships and act as a higher authority client contact in the event of any issues within the client teams
+ Develop and enhance long-term relationships with clients, their advisors, intermediaries and other introducers of work
+ Participate in client fee negotiations and regular reviews of existing client relationships to ensure client satisfaction, proactively identifying and securing new service opportunities and taking appropriate action for any substandard service provision
+ Develop, direct and monitor the implementation of strategic business plans and recommendations to enhance financial performance and new business opportunities, ensuring such growth is managed and sustained
+ Support the development of the Group’s vision and strategy for our corporate services offering in the UK; support tactical initiatives to achieve the mission and growth plan and provide leadership in its implementation
+ Present regular reports on the business to the Board and any relevant Committees
+ Work closely with support teams to ensure systems and operations are developed to support the corporate services strategy, acting as an active sponsor where required and deploying resources on key initiatives to ensure success
+ Contribute towards the business as a whole, for instance, in identifying improvements in policies and procedures that apply across the business and ensuring appropriate information and best practice is shared between designated client services teams
+ Act as highest authority on day to day queries and as a 4-eyes signatory on service delivery, ensuring company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
+ Represent the Group and its interests in local industry matters
+ Manage the requirements for a team/number of teams ensuring reporting deadlines are met, with oversight on planning, scheduling, and monitoring of workloads
+ Actively manage the performance and development of all direct reports, including acting as a mentor to senior members of staff
+ Ensure all members of staff receive appropriate training and development in order to nurture their potential and progress as individuals within the business
Skills, knowledge, expertise:
+ Considerable practical business experience in the Financial Services sector with a focus on corporate services
+ A strong relevant professional network in the UK
+ Sound technical professional services knowledge (to be supported through the Aztec Academy)
+ Computer literacy and word processing skills are essential, including advanced proficiency in accounting tools, such as Microsoft Excel
+ Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
+ Strong demonstrable experience in the day to day supervision of a team(s)
+ Evidence of full responsibility for major client relationship(s)
+ Entrepreneurial spirit and collaborative nature
+ Ability and drive to work independently
+ Solution-orientated critical thinking
+ Ability to make and implement crucial recommendations; strong problem solving and capability to make decisions based on accurate and timely analysis
+ High level of integrity and dependability
+ High level of written and oral communication skills
+ Effective budget management
There is a requirement to travel to various locations for business development purposes, managing client relationships, and building relations with colleagues and teams in other Group jurisdictions.