Head of Relationship Management

Job title: Head of Relationship Management

Company: Apex Group


Job description: FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.
We invest in our people, enabling you to develop your skills and build on your experience.
If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.The role duties and responsibilities will include but not limited to the following:

• Work as a key member of the senior leadership team of FundRock NZ.
• Responsible for the overall relationship management function of FundRock NZ, delivering this either directly or with the support of a team who may report directly or indirectly to this role.
• Manage relationships with our broad range of investment manager clients and prospects.
• Develop, implement and manage service level agreements with our investment managers
• Management of regular client communications, ad hoc presentations and events, and the FundRock NZ website
• Embed the use of Salesforce as a key tool in the overall relationship management and prospecting framework
• Manage the FundRock NZ sales pipeline, working closely with the General Manager and Product Development Manager
• Contribute to driving sales in accordance with the agreed business plan
• Assist in the negotiation and management of commercial terms for investment managers alongside the General Manager.
• Contribute to the development of the annual FundRock NZ business plan and budgets
• Assist with the development of the brand and marketing strategy for FundRock NZ
• Contribute to Board and management papers and reporting, as applicable
• Responsible for identifying and helping implement process improvements within our investment product and operations areas.

Skills Required:The following skills are considered desirable to carry out this role effectively:Experience and Knowledge

• 7+ years’ experience as a senior executive within the financial services environment;
• Experience in managing business to business relationships.
• The ability to persuade, influence and negotiate desired outcomes with credibility in the B2B financial markets environment;
• Good understanding and keen interest in NZ’s investment management industry.
• Ability to communicate effectively both in written and verbal forms.
• Experience with having to be 100% accurate with documentation and reporting.
• Exposure to business strategy, business process development, governance processes, management, budgeting, and administrative operations is a plus.

Personal Attributes

• Keen attention to detail and accuracy.
• Demonstrated learning agility.
• Passionate about investments and wanting a long-term career in this industry.
• Pro-active individual who takes ownership and responsibility autonomously.
• Ability to work in a team-oriented, collaborative environment.
• Ability to think innovatively and embrace change.
• Ability to set and manage priorities.
• Excellent interpersonal skills.
• Ability to think critically and solve problems.
• Aspirational on behalf of themselves and the team.
• Self-motivated and directed.

Additional information:We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.For more information on our commitment to Corporate Social Responsibility (CSR) please visitPersonal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.As a vital team member and in return for your expertise, inclusive approach and commitment, we’ll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Expected salary:

Location: Wellington

Job date: Sat, 17 May 2025 06:33:58 GMT

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