Business Development Lead

• Oct 2022 - Present

Global Head of Broker Management

• Sep 2020 - Oct 2022

Improved and reengineered global target operating model for Broker and Counter-party relationship management. Generated efficiency through offshoring - recruiting and developing offshore team to service 5 key locations. Improved service delivery by introducing new technology tools for the offshore team. Improved current broker management procedures. Improved governance by review and development of vendor management for brokers and new trading accounts. Increased professional reputation through stakeholder meetings with senior management internally and externally. Show less

Asset Management Europe, Capability Manager

• Aug 2015 - Sep 2020

Supported Senior Management (CIO) to manage Investment Front Office. Improved the governance model for investment front office process and oversight. Improved relationship management with external service providers by introducing regular service delivery review. Increased service coverage across brokers. Improved risk management by reviewing operating processes and data management. Increased governance and oversight. Managed review by internal and external audit. Supported Senior Management (CIO) to manage Investment Front Office. Improved the governance model for investment front office process and oversight. Improved relationship management with external service providers by introducing regular service delivery review. Increased service coverage across brokers. Improved risk management by reviewing operating processes and data management. Increased governance and oversight. Managed review by internal and external audit.

Relationship Manager

• Jan 2014 - Jul 2015

Responsible for management of mutual fund group relationships, and for managing multiple operational issues for the London UK Wealth team, including operational, compliance, and implementation. Responsible for providing technical advice and guidance to a senior management. Projects included transition management events across global mandates and developing governance procedures with mutual fund groups. Responsible for management of mutual fund group relationships, and for managing multiple operational issues for the London UK Wealth team, including operational, compliance, and implementation. Responsible for providing technical advice and guidance to a senior management. Projects included transition management events across global mandates and developing governance procedures with mutual fund groups.

Relationship Manager

• Aug 2006 - Dec 2013

Responsible for managing external provider relationships, client servicing, including legal, compliance, fee and operational issues. Improved overall vendor management process and procedures. Solved numerous technical queries and issues across wide range of fund providers. Projects included building a global range of subadvisors for HSBC Global Asset Management France. Improved the approvals and control management process to ensure we could identify issues and potential problems. Regularly reported on provider performance to senior management. Show less