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Reports to Jurisdictional Head of Private Equity Fund Services

Aztec Group provides a range of services in line with its core business. The purpose of this position is to lead on the delivery and proactive development of the Private Equity fund 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 Jersey Private Equity leadership team who work together to achieve strategic and financial success; driving the company and managing the associated challenges of a dynamic and fast-growing business.

A natural leader and expert in their field, the individual will play an important role in helping the business to meet its real potential. As a Director and Operational Lead of client service teams, the individual will be required to manage a key client relationship through effective leadership of a large team to deliver a superior standard of service in the market place.

Key responsibilities:

+ Develop, direct and monitor the implementation of strategic business plans and recommendations to enhance financial performance and new business opportunities for the team and the wider business, ensuring such growth is managed and sustained

+ Work closely with the Business Development team to develop a network of meaningful contacts, including prospects and influencers in order to grow Aztec’s Private Equity fund services business

+ Work closely with support teams to ensure systems and operations are developed to support the Private Equity fund services strategy, enabling tactical and strategic change initiatives and acting as an active sponsor or business lead, as necessary, and deploying resources on key initiatives to ensure success

+ Maintain and build client relationships and act as a higher authority client contact on day to day queries and in the event of any issues within the client teams

+ Act as an A level authorised 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

+ Take full ownership of the economics and performance of the team(s) ensuring that resource allocation, succession planning and business performance are aligned to achieve commercially viable results

+ Participate in client fee quotes, 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

+ Delivering through the team managers in ensuring that the requirements for a team/number of teams reporting deadlines are met, with oversight on planning, scheduling, and monitoring of workloads

+ Attend client board meetings and present periodic financial and service level information

Skills, knowledge, expertise:

+ Candidate will be ACA, ACCA. ICAEW or ICSA qualified

+ Considerable practical business and post qualification experience in the Financial Services sector with a focus on fund administration and/or accounting

+ Sound technical professional services knowledge

+ 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 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


To view the full job description for this role, please click here.

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