ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
Job DescriptionAt IQ-EQ, we work with high-net-worth clients to protect, grow, and enjoy their wealth. As our Manager in the Private Wealth department, you will take the lead in managing a talented team, delivering exceptional service, and driving commercial success.
What You’ll Do
- You will lead and manage a Client Administration Team, ensuring smooth onboarding, efficient administration, and an outstanding client experience for a complex portfolio.
- You will allocate clients effectively, plan for absences, and monitor team performance to meet revenue, efficiency, and cash collection targets.
- You will provide technical expertise on complex trust and corporate structures, ensuring compliance with all relevant laws and best practice standards.
- You will spot business opportunities, support fee reviews, and take action to improve profitability.
- You will build a collaborative, client-focused culture by mentoring your team, driving training, and embedding risk management practices.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
What You’ll Bring
- You have a CGI or STEP Diploma (or an equivalent professional qualification) and at least 7 years of relevant industry experience.
- You have a deep understanding of trust, company, and fiduciary administration, including relevant laws and industry best practice.
- You are a strong leader who can inspire, mentor, and guide your team through change.
- You have excellent numeracy, analytical, and problem-solving skills, with strong commercial awareness.
- You are an excellent communicator with great relationship management skills and solid IT proficiencyIf you’re ready to take ownership, lead with integrity, and deliver exceptional results, we’d love to hear from you.
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
