Client Relationship Director

PURPOSE OF THE JOB

The Funds Client Relationship Management team leads strategic engagement with clients across Fund Services, covering Fund Administration, Depositary and AIFM. The role focuses on strengthening senior stakeholder relationships, driving client profitability through ongoing pricing and scope reviews, and ensuring service teams deliver against each client’s strategic needs. You’ll oversee commercial and contractual disciplines, support the rollout of new products and services, and manage complex client change initiatives from negotiation through to internal delivery. The position also plays a key role in business development activity, helping shape growth opportunities across the wider Ocorian service offering.

MAIN RESPONSIBILITIES

• Build and maintain senior‑level relationships with client decision‑makers and Boards.
• Develop and execute account plans covering engagement strategy, client profiles and long‑term growth opportunities.
• Lead ongoing relationship management to drive retention, service quality and strategic growth.
• Partner with operational teams to enhance service delivery, KPIs and SLAs across FA, IS, Fund Admin, Depositary and AIFM.
• Analyse client profitability and lead proactive scope, pricing and margin improvement discussions.
• Drive organic growth through upsell, cross‑sell and implementation of new products and services.
• Oversee all commercial and legal aspects of the client relationship, ensuring contracts and terms remain accurate and protective.
• Support new business activity, including pitches, onboarding and collaboration with sales and product teams.
• Act as administrator director on client Boards, ensuring strong governance and oversight of risk and remediation events.
• Champion compliance standards and represent Ocorian externally as a brand ambassador at industry events.