Location
Southampton | United Kingdom
Job description
Head of Private Equity | Southampton | Aztec Group 6158
Home / Careers / Vacancies
Head of Private Equity
Job ID: 4872733003
| Location: Southampton
Reports to Group Head of Private Equity
This role is accountable for the oversight of both delivery and development of the Private Equity Asset Class in Southampton in a manner that is aligned to the Aztec Group brand values and strategic business goals. This role forms part of the wider Strategic Leadership Team for Private Equity, which make up the Private Equity Oversight Committee - tasked with strategic oversight of the Private Equity business across all service lines and Geographies.
Supporting a planned growth strategy, the individual will collaborate with Client and Market Development teams to shape and drive the Business Development Strategy for Private Equity and to convert new business opportunities into successful client relationships. The scope of this role covers the full suite of Aztec’s services and as such this role will collaborate with product/service leads beyond the core Fund and Corporate Services products to ensure we are maximising cross-selling opportunities, developing an aligned client proposition and growing market share across all areas of the business.
Key responsibilities:
- Accountable for the leadership of the PE Asset Class Team within Southampton to deliver:
- High levels of employee motivation and engagement, building and maintaining strong, trusting and authentic relationships with the teams
- Superior Client Service delivered with High Touch High Tech
- Decision-making (leading with conviction) - Critical decisions affecting the business must be sound, rational and accepted by the Business
- Manage relationships and resolve conflicts within PE teams, other internal business partners and externally with clients and suppliers.
- Negotiation to resolve issues to move the business forward in line with agreed plans
- Accountable for the design and delivery of a business plan for the growth and delivery of the Private Equity Asset Class in Southampton, for approval by the PE Oversight Committee.
- Accountable for PE Southampton performance against approved budgets / reforecasts, revenue targets and other KPIs, ensuring that the Private Equity team meets targets and fully contributes to the success of the wider Aztec business.
- Collaborate with leaders across all product lines (including Fund, Corporate, Depositary, Tax, AIFM and ESG Services) to ensure an aligned client experience, support cross-selling opportunities within existing clients, and ensure joined up proposals for new prospects
- Acting as the point of senior escalation within Southampton, for significant issues related to Private Equity Clients to ensure speedy and satisfactory resolution of issues and incidents
- Collaborate with the Business Development Team, to develop a network of meaningful contacts including prospects and influencers in order to grow Aztec’s Private Equity business
- Collaborate with the Client Service and PE Operations teams to ensure that transformation and change initiatives are developed and deployed effectively to support the Private Equity strategy, acting as active sponsor where required and deploying resources on key initiatives to ensure success
- Assess client satisfaction for all services provided within the Private Equity Asset Class for Southampton, and ensure a proactive approach is taken to any additional service opportunities or substandard service provision
- This role is a member of the Private Equity Oversight Committee, which has collective accountability for the setting and ongoing management of the group-wide strategy for the Private Equity Asset Class across all Geographies
- This role will chair the Management Group for Southampton, to ensure all aspects of the PE Asset Class business is proactively managed to deliver the objectives/KPI’s agreed with the PE Oversight Board and that appropriate action is taken to correct any divergence.
- Provide the most important clients with a Red Carpet experience by maintaining and building client relationships to support the D&ADs and teams responsible for those clients, and act as the highest “in-geography” authority in the event of any issues within the client teams
- Accountable for ensuring that robust staff succession and career progression plans are developed
- Coaching, development and objective setting for direct reports and senior team members
Governance:
- Member of the PE Oversight Committee
- Member of the Southampton PE Management Group
KPIs (combined CS and PE):
- Revenue
- Gross margin
- Productivity
- Business Development and cross selling activity
- Client satisfaction (evidenced by Client Relationship Review scores)
- Employee engagement and retention
Skills, knowledge, expertise:
- Relationship building (the foundation of a high-performing team)
- Agility and adaptability (stay at the cutting edge as a leader)
- Relationship Management and Conflict resolution
- Connected Leadership – Employee Motivation and Engagement, Client Satisfaction
- 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
- High level of integrity and dependability
- High level of written and oral communication skills
- Effective budget management
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Apply now > ‹ Return to all vacancies #J-18808-Ljbffr
Job tags
Salary
