Key Responsibilities
- Provide strategic direction and leadership consistent with the overall strategic goals of the firm
- Ensure that the firm is meeting financial targets and growing its client base;
- Build and maintain key strategic relationships with stakeholders, clients, regulatory bodies and other professional intermediaries and contacts to ensure the firm is able to respond appropriately to technical and product developments as they arise;
- Oversee the development and implementation of policies and procedures in the fund accounting and transfer agency teams to ensure that the firm is operating efficiently and effectively, mitigate risks and ensure a good control environment;
- Identify opportunities for growth and expansion, and develop and execute plans to achieve those goals;
- Lead and manage a team of professionals, and provide guidance and support to ensure that they are performing at a high level;
- Stay up-to-date on industry trends and developments and provide guidance and support to the team as necessary to respond to and leverage industry changes;
- Provide regular reports and updates to the Board of Directors;
- Monitor and evaluate the implementation of policies, strategies, and business plans;
- Oversee recruitment and training of key staff and development of the senior management team;
- Perform such tasks as may be delegated by the board from time to time;
- Deliver agreed standards for client service and monitor performance on a regular basis;
- Take responsibility for the data security arrangements within the firm and the firm's Business Continuity Plan;
- Alongside the Head of Compliance & AML, address contentious matters such as complaints and legal disputes;
- Review of monthly management accounts.
- Drive hands-on client acquisition and close new deals, often serving as the primary sales leader and market ambassador.
- Build repeatable go-to-market playbooks as the company transitions from CEO-led sales to scalable systems and team-driven sales motions.
- Build and maintain executive-level relationships with clients, partners, and stakeholders.
- Define and execute the company’s growth strategy aligned with business objectives.
- Monitor the competitive landscape to anticipate industry trends and adjust positioning proactively.
- Represent the company in key forums, strengthening brand presence and industry influence.
- Oversee marketing initiatives aimed at brand visibility, demand generation, and lead nurturing.
- Ensure operational structures support rapid scaling while maintaining efficiency.
- Drive accountability through clear KPIs, metrics, and performance monitoring across departments.
- Oversee operating plan, budget, fund administration operations, and service delivery.
- Inspire and lead a high-performing team with a focus on results, collaboration, and innovation.
- Foster a performance-driven culture across the organization.
Required Qualifications
- Proven track record as a CEO, Managing Director, or senior executive within a fund administrator or an audit firm.
- Demonstrated success in generating significant new business at an enterprise or global scale.
- Strong sales leadership experience with a deep network of business contacts.
- Strategic thinker with sharp commercial instincts and the ability to close complex deals.
- Excellent communication, negotiation, and relationship-building skills.
- Experience scaling businesses through innovation and market expansion.
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