The UK Operational team serves as an integral support function to the UK Client services team and group functions at Sanne. The role holder will lead a cross jurisdictional team and assist the UK client Directors and / or the UK Management Team with the development, management and growth of the operational elements needed for the client services teams to operate effectively as well as to act as the coordination point to meet internal project and deadline deliverables as set by the global operational teams.
Job requirements
Key Responsibilities
- Assistance with the cash management services in place for our local clients and continued monitoring and enhancement of those processes and transactions, including payment assistance;
- Build and develop a local team to further enhance and support the cash management and banking operations needed for the client book including input and processing of payments, cash reconciliations, e-banking and treasury support services and first review and sign off of client payments;
- Act as the intermediary between the local business and the banking relationships. At all times demonstrate excellent communication skills, with ability to interact with people at all levels;
- Act as the intermediary between the local business and the global operational teams. At all times demonstrate excellent communication skills, with ability to interact with people at all levels;
- Assist the UK management team in enhancing the UK operational function with the purpose of supporting the UK business;
- Act as the collective point of contact for all local operational matters, specific project management, manage the local working capital cycle deadlines, payment coordination, regulatory requirements, the progress with client onboarding, and provide operational excellence focus for our core business,
- Promote a high level or risk management and understanding of the risk framework for London, keeping up to date with all relevant policies and procedures and any updates, at all times being compliant with Sanne policies;
- Sponsor and promote enhancements as and where changes to policies will positively enhance working practices and result in improvement to local risk management framework;
- Assist with the local billing process for the London office, along with coordination on debt collection and relevant reporting surrounding this;
- In collaboration with the compliance team, co-ordinate & monitor the outsourcing arrangements/ policies and annual reporting requirements for the UK business;
- Co-ordinate & assist with the local FCA requirements and connected clients for the London office, along with coordination on debt collection and relevant reporting surrounding this;
- Develop the processes and reporting framework surrounding regulatory filings, such as FATCA/CRS and GDPR in line with global operational directives;
- Oversee the service of process agent relationships and associated process delivery and billing requirements;
- Oversee and ensure that all client related fiduciary and administrative duties are undertaken in a timely and effective basis within the team and KPI and MI reporting is provided to the directors monthly, along with a quarterly detailed update/presentation;
- Builds excellent working relationships with key operational colleagues across jurisdictions and continuously works to enhance client experience and teams adherence to process;
- Ensures team meets/hits relevant operational &risk/compliance KPIs and targets;
- Oversee the Operational Excellence committee and provide coverage for the operational lead to chair the meetings;
- Manage the UK operations team and workflows, ensure the team members have personal development plans, clear understanding of their role and responsibilities and formal performance evaluations which are reviewed each year;
- Volunteer to host and organise training or refresher sessions across the London office as and where necessary;
- Any other duties in the scope of the role that the company requires.
- Individual should have a minimum of 7 years experience within the financial services industry being able to demonstrate a good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services;
- Excellent systems experience and/or ability to gain knowledge of technical systems and processes within a short space of time;
- Strong analytical skills, an ability to evaluate information and problem-solving skills to develop solutions;
- Should be able to demonstrate an understanding of the business needs & objectives;
- Candidate must be able to work both independently, on their own initiative. As well as collectively with their team;
- Excellent communication skills, with ability to interact with people at all levels;
- Focused on delivering against business goals to create value;
- Banking experience is preferable.
