Senior Manager, Private Wealth

About the role

You own the client administration scope for a major portfolio, steering commercial results and compliance while shaping team capability and client outcomes. This role converts fiduciary responsibility into visible value for demanding clients and partners. You will lead a complex client administration function, driving commercial performance, ensuring regulatory compliance, developing high-performing teams, and delivering exceptional client service while supporting business growth and operational excellence.

Key facts

What you will do

You will lead and manage a complex client portfolio, overseeing approximately £2.5m in revenue, ensuring exceptional client service, profitability, operational excellence, effective risk management, and compliance with all regulatory and company requirements. You will oversee and develop a high-performing Client Administration Team by allocating resources effectively, providing technical guidance on complex client matters, managing recruitment and performance, and fostering a culture of continuous learning, collaboration, and professional growth.

You will drive commercial success by managing portfolio P&L performance, supporting fee reviews, improving cash collections and utilization, identifying cross-selling opportunities, growing intermediary relationships, and contributing to new business development and client retention initiatives. You will build and maintain strong relationships with clients, intermediaries, and internal stakeholders, ensuring proactive communication, supporting strategic business initiatives, and representing the organization's values while delivering service that exceeds client expectations.

You will use strong decision-making, business insight, stakeholder management, and resource management skills to lead change, assess regulatory and business risks, drive process improvements, support strategic objectives, and ensure key performance indicators are achieved across the portfolio.

Requirements

You hold ICSA, STEP, or an equivalent professional qualification, supported by at least 10 years of relevant experience within the trust, corporate, or fiduciary services industry. You possess extensive knowledge of Trust Company Business, fiduciary responsibilities, and the legal frameworks governing trust and company administration. You demonstrate a strong understanding of trust and company legal documentation, as well as taxation principles and their impact on trust and corporate structures across relevant jurisdictions.

You apply a risk-aware mindset and consistently demonstrate high levels of integrity, professionalism, inclusivity, and strict adherence to regulatory and ethical standards. You communicate effectively, build strong relationships with stakeholders, and successfully motivate, support, and lead colleagues through change while fostering a collaborative and high-performing team environment.

What we offer

• Base

Salary: Competitive base salary aligned with role, qualifications, experience, and market positioning

• Annual Bonus: Performance-based discretionary bonus paid annually
• Referral Rewards: Bonus for employees who successfully refer candidates
• Pension Contributions: Employer contributes 7%-12% of basic salary depending on level
• Insurance Benefits: Medical, dental, life assurance, and income protection coverage
• Additional Benefits: Paid leave, hybrid working, wellness programs, and recognition schemes

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 are 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 6,500+ 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 are 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 are emotionally invested in our clients right from the beginning.

About Iq Eq

We are 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 6,500+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$857 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.

We are driven by our Group purpose, to power people and possibilities.