Head of Client Relations | Funds Management

This active funds manager is experiencing significant growth. Due to continued success and an increasing level of funds under management, they are now looking to appoint a Head of Client Relations.
  
Key responsibilities will include:

• Ownership of Investment Funds and client focused KiwiSaver strategy, capability and activity to deliver agreed targets aligned to the companies goals and objectives.
• Develop and execute new channel growth strategies, particularly focusing on third-party and adviser relationships to expand distribution.
• Drive cross-sell opportunities across different product propositions, including wealth management, investment funds, and KiwiSaver, to increase the share of wallet for clients and maximise revenue potential.
• Contribute to the creation of third-party opportunities to deliver more activity across their products.
• Accountability for activity pertaining to the retention of existing clients and members of Investment Funds and KiwiSaver.
• Create and build out client experience to deliver and oversee great outcomes.
• Provide effective leadership and direction to direct reports by fostering a culture of collaboration, excellence and continuous improvement.
• Mentor and coach direct reports to enhance their skills, knowledge, and professional growth to ensure KPIs and associated conduct achieves alignment between team and client outcomes.
• Ensure compliance with regulatory requirements and mitigate risks associated with client interactions, complaints handling, and data privacy.
• Collaborate with compliance and legal teams to address regulatory issues promptly and effectively.
• Lead technology-related projects to enhance client outcomes and internal efficiencies through CRM and AI solutions.                                                                                                                          

About You:

• At least 5 years’ experience of managing client relationships or client services teams within Funds Management.
• Demonstrated ability to think strategically and develop innovative client engagement strategies that drive business growth and enhance client satisfaction.
• Experience in managing adviser relationships, with a focus on expanding external partnerships and improving the adviser experience.
• Exhibit a track record of achieving measurable results in client retention, revenue growth, and market expansion through effective relationship management and business development initiatives.
• Adaptability in evolving market conditions, client needs, and industry trends, demonstrating flexibility and agility in adjusting strategies and approaches as necessary.
• Lead and motivate a team of professionals, fostering a collaborative and high-performance culture focused on achieving organisational goals.
• Managerial courage with the ability to build and maintain strong relationships with key stakeholders, including clients, senior management, and cross-functional teams, to drive alignment and support for client-centric initiatives.
• Innovative Problem-Solver by applying creative problem-solving skills to address complex client challenges, identify opportunities for process improvements, and implement innovative solutions that drive efficiency and enhance client experience.
• Posses a solid understanding of risk management principles and practices, with the ability to identify and mitigate potential risks associated with client relationships and business operations.
• Ability to communicate effectively with clients and internal stakeholders, leveraging strong interpersonal and communication skills to build trust, convey complex ideas clearly, and negotiate mutually beneficial outcomes.

If you’re looking to join a collaborative team with a great culture, this is an excellent opportunity to contribute to the success of a highly regarded fund manager on a strong growth trajectory.
  
For a confidential discussion, please contact Carlos Kirkwood-Ale on 022 186 1077 or Debbie Graham on 021 358 088 , or send a copy of your CV (in Word) to carlos@dga.nz or Debbie.graham@dga.nz