GAM Investments
GAM Investments
GAM Investments is a global asset management firm serving clients across 14 countries. Founded in 1983, the company provides investment management and wealth management expertise across fixed income, equity, multi-asset, and alternative strategies. GAM Investments also emphasizes responsible investing and research into contemporary investment themes, helping clients assess market volatility and pursue long-term opportunities. As of June 30, 2024, the firm managed CHF 19.0 billion in assets for a diverse client base.

Senior Client Service Operations Manager, GAM Investments, London

Lead GAM Investments’ fund distribution operating model, covering distributor onboarding, service-provider oversight, governance, fees, and client service.

Description

  • Implement, manage, and continually enhance GAM’s distribution operating model
  • Act as the primary operational contact for key distribution partners and service providers
  • Lead distributor onboarding calls with FundRock and internal teams, tracking agendas, actions, and timely delivery
  • Convert Sales requirements into operational and regulatory specifications for FundRock and other providers
  • Coordinate third-party introducer arrangements with Legal and external service providers
  • Oversee distributor onboarding and maintain ongoing partner relationships
  • Keep fee schedules aligned with approved commercial terms and trailer-fee arrangements
  • Resolve distributor agreement matters with clients, FundRock, GAM Legal, and Compliance
  • Assist FundRock and Apex with distributor, agent, and operational queries
  • Handle platform questions from Sales teams, distributors, and FundRock
  • Deliver RoomZero AUM and Flow client matching, data breakdowns, training, and support
  • Investigate and resolve trailer-fee, fee-reconciliation, and distribution-remuneration matters
  • Review and verify introducer estimates, invoices, and reporting extracts
  • Support Apex Steering Committee meetings and track remediation actions
  • Examine complex operational problems, determine root causes, and implement process improvements
  • Coordinate distributor communications about fund and product changes, initiatives, launches, and operational updates
  • Take part in Distribution Leadership Group meetings
  • Answer client questions and provide fund, account, and operational information
  • Manage client complaints in partnership with Compliance, Product Specialists, and other stakeholders

Requirements

  • Substantial experience in asset management, fund distribution, transfer agency, or client servicing
  • Thorough knowledge of fund distribution models, intermediary relationships, platforms, and transfer agency operations
  • Background working with ManCos, transfer agents, and outsourced service providers
  • Understanding of distribution agreements, trailer-fee structures, and fund share classes
  • Strong capability in stakeholder management and relationship development
  • Experience overseeing operational processes, governance frameworks, and provider relationships
  • Advanced proficiency with Microsoft Excel
  • Excellent analytical, communication, and problem-solving abilities
  • Knowledge of UCITS, AIFMD, and cross-border fund distribution
  • Experience operating within outsourced models and managing third-party oversight
  • Experience using Microsoft Dynamics or a comparable CRM system
  • Track record of leading operational change and process-improvement work
  • Knowledge of fund remuneration and distribution-fee processes
  • Client-oriented approach with a strong commitment to service quality
  • High level of ownership, accountability, and sound judgement
  • Commercial understanding combined with a practical, solutions-focused approach
  • Highly organised, precise, and attentive to detail
  • Collaborative and resilient in a fast-moving environment
  • Commitment to continuous improvement and operational excellence

Benefits

  • Broad benefits package with performance-linked compensation
  • Lifestyle and family benefits designed to support well-being at work and beyond
  • Benefits are determined by local market conditions

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