Client Relationship Trustee Lead Job at Star Actuarial Futures (North East or London)

Associate Partner - DC Pensions

Aon are currently recruiting an Associate Partner to join their DC and Financial...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Previously worked in a DC pension environment either in an investment or non-investment capacity
Track record in leading client relationships
Experience of prospecting for new business and leading client pitches
Strong focus on growing the client base and revenue
FCA or CFA approved status desired
Strong communication and interpersonal skills, and comfortable advising Trustee Boards and those in senior company roles at a strategic level
Able to encourage and develop other colleagues, and work well within diverse teams
Good project oversight, time management and organisation skills
Self-motivating and ambitious

Job Responsibility

Collaborating with colleagues across a variety of clients in relation to the full spectrum of DC consulting services
Owning projects and driving these forwards (for example, consolidation exercises, review of DC delivery model, member engagement projects, DC contribution reviews, AVC reviews)
Understanding and focus on delivering value and good member outcomes
Using your strong technical knowledge and experience to proactively build the DC expertise within the team, through training and mentoring of more junior colleagues
Leading relationships with clients (large to mid-market), with accountability for developing those relationships
Directing large client projects
Overall responsibility for quality of technical work delivered to clients
Strong participation in meetings externally and internally (showing role model behaviours)
Contribute to the thought leadership and future strategy of the business (e.g. leading a specialist team or driving new propositions)
Strong focus on growth and securing new business, prospecting for new business and leading client pitches

What we offer

Comprehensive benefits package
Two “Global Wellbeing Days” each year
Smart Working (flexible working style solutions)
Continuous learning culture

Fulltime

Private Client Partner

A legal 500, award winning law firm is currently looking for a Private Client Pa...

Location

United Kingdom , London

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

An experienced Private Client lawyer with a strong reputation in the market
Proven track record of advising HNW and UHNW clients on complex private client matters
Experience in business development, leadership, and team management
Strong technical expertise in trusts, tax, estate planning, and cross-border private wealth matters
An existing client base or the ability to generate new business through strong networks and industry connections
Exceptional communication, strategic thinking, and client relationship skills

Job Responsibility

Lead and develop the firm’s Private Client practice, driving strategic growth and innovation
Advise HNW and UHNW clients on a broad range of private client matters, including wealth structuring, tax planning, trusts, succession planning, and estate administration
Build and maintain long-term client relationships, acting as a trusted advisor to individuals, families, business owners, and trustees
Manage and mentor a high-performing team, fostering a collaborative and client-focused culture
Drive business development and networking initiatives to enhance the firm's presence in the private wealth market

What we offer

Competitive remuneration package with a generous bonus structure
A collaborative, forward-thinking firm with a strong reputation in private client law
Autonomy and flexibility to develop and shape the practice
High-profile and complex work with HNW and UHNW clients

Fulltime

Client Service Associate

Are you looking for an well-established wealth management firm with team values ...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent professional experience
1–3+ years of experience in a Registered Investment Advisor (RIA), wealth management firm, brokerage, or family office environment
Familiarity with custodial and wealth tech platforms such as Fidelity, Schwab, Orion, and Salesforce strongly preferred
Demonstrated ability to work independently with strong ownership, sound judgment, and proactive problem-solving skills
High attention to detail with the ability to manage multiple priorities in a fast-paced environment
Strong interpersonal skills with the ability to communicate professionally with high-net-worth clients and external advisors
Team-oriented mindset with the ability to collaborate across departments

Job Responsibility

Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families
Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service
Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination
Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs
Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination
Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management
Support ongoing client communications, meeting preparation, and follow-up action items
Contribute to internal projects and process improvements to enhance client experience and operational efficiency
Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

New

CLO Portfolio Administration, Account Manager

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

United States , Chicago; Boston; Carmel

Salary:

90000.00 - 105000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics preferred
5+ years of experience within a business or finance-related capacity
Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge and/or customer service experience
Previous experience with CLO compliance and Waterfall modeling
Experience in direct management and training of team members preferred
Ability to independently research and resolve problems
Responsive, friendly, professional, highly organized, and superb communication
Solid Microsoft Excel experience
Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools a plus
Exceptional attention to detail and able to thrive within a high-volume data-entry environment with both proficiency and accuracy

Job Responsibility

Expert in end-to-end business line process. Ability to communicate process to internal and external parties
Provide strategic direction of business unit and initiatives. Work with Director and Managing Director to move forward
Take full ownership of client deliverables, delegation of duties while ensuring team members are taking appropriate ownership and executing tasks
Ensure timeframes and deliverables agreed with Client and Trustee are met
Perform active relationship management role and manage issues as they arise objectively and directly with the client for resolution
Proactively expand client relationships by recognizing their needs and understanding Alter Domus suite of services
Ensure exceptions are cleared and procedures and regulations are followed
Ensure cash reconciliation is sent to the client
Review and approve daily reporting
Ensure input and review occur and trades are input in a timely fashion

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

New

Head of Trustee Services

Challenge and change the pensions sector as Head of Trustee Services. We are rec...

Location

United Kingdom , North East or London

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Pensions expert with detailed experience of occupational pension schemes
Honed client relationship skills
Must be able to manage difficult discussions and challenging conversations
Must be a good leader and inspiring with strong interpersonal skills to deal with very senior stakeholders
Pensions consulting expert (FIA or PMI)
Must be able to spin a lot of plates, be adaptable, with good time management

Job Responsibility

Lead Trustee relationships
Be a representative at Board meetings
Managing a small team

Fulltime

New

Head of Trustee Services

We are recruiting for a senior position as Head of Trustee Services, offering a ...

Location

United Kingdom , North East or London

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Pensions expert with detailed experience of occupational pension schemes
Honed client relationship skills
Must be able to manage difficult discussions and challenging conversations
Must be a good leader and inspiring with strong interpersonal skills to deal with very senior stakeholders
Pensions consulting expert (FIA or PMI) looking to gain CDC and Superfund experience
Must be able to spin a lot of plates, be adaptable, with good time management

Job Responsibility

Lead Trustee relationships and be a representative at Board meetings
Managing a small team
Being involved in CDC and Superfund propositions

What we offer

Role with no chargeable hours or timesheets

Fulltime

Fund Administration Manager

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

Philippines , Taguig

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

6 to 8 years of experience in asset management, preferably within fund administrators or the Big Four
Strong knowledge of Fund structures, Private Debt, Private Equity and eFront
A minimum of 2 years of leadership experience
Possess a comprehensive understanding of fund accounting processes
Advanced Proficiency in MS Office (Excel, Word) & Strong Excel skills preferred
Proficient in reviewing complex processes, managing escalated client issues, and nurturing client relationships
Skilled in establishing and monitoring key performance metrics to enhance team performance and operational efficiency
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills to facilitate collaboration with clients and internal stakeholders
Happy to work as part of an international team

Job Responsibility

Be a subject matter expert on Private Debt and Private Equity transactions and procedures and can resolve high complexity day-to-day situations and requests
Develop and support the team by providing a framework for adherence to procedures and policies, ensuring that Senior Officers and Officers receive adequate training and constructive support
Demonstrate strong leadership skills by supervising a small team (3–5 direct reports), conducting regular 1:1s to engage with team members, and fostering a positive work environment
Build and maintain internal and external relationships while organizing and leading training sessions to enhance team knowledge and capabilities
Ensure client deliverables are input in workflow planner and adequate resources are allocated to ensure staff are fully utilized
Liaise with external parties and cooperate with internal account management teams to ensure timely response to credit client inquiries
Learn to process all fund life cycle events for portfolios containing multiple asset types
Review and distribute portfolio and cash reconciliations and customized daily/monthly reporting to clients
The person is entrusted with for example A-signatory rights or other designated tasks
Effectively interact with internal and external parties including Loan Admin, Fund Admin, Technology, Asset Services, Recon, Trade Settlement, Trustees, and Agent Banks

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Senior Associate/Legal Director - Charities

DACB is growing its charities and not for profit practice. The team is particula...

Location

United Kingdom , Bristol

Salary:

Not provided

DAC Beachcroft

Expiration Date

Until further notice

Requirements

Excellent relationship and client handling skills
Able to deal confidently and professionally with clients on day to day issues
Able to demonstrate a reasonable level of self-sufficiency, combined with an awareness of the boundaries of own competence/authority
Strong technical skills and an ability to understand and work through complex issues
Team oriented and collegiate with experience of and a willingness to mentor, coach and supervise less experienced members of the team
Exposure to (and success within) business development activities
Confident communicator with an ability to develop relationships, undertake client marketing
In-House Charity experience can be considered

Job Responsibility

Handle your own caseload and support the lead partner on larger projects
Advising charity trustees on their duties and responsibilities
Advising on charity start-ups and registrations
Advise charities on all types of legal structure
Advising on constitutional reviews
Advising on all types of governance issues
Advising on strategic issues for charities
Advising on transactions including mergers between charities
Advising on grant agreements and fundraising matters
Advising on endowments and restricted funds

What we offer

Flexible working with our Flex Forward scheme

Fulltime

Client Relationship Trustee Lead

Star Actuarial Futures

Location:
United Kingdom , North East or London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 19, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Relationship Trustee Lead

Associate Partner - DC Pensions

Private Client Partner

Client Service Associate

CLO Portfolio Administration, Account Manager

Head of Trustee Services

Head of Trustee Services

Fund Administration Manager

Senior Associate/Legal Director - Charities

Client Relationship Trustee Lead

Star Actuarial Futures

Location:United Kingdom , North East or London

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 19, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Relationship Trustee Lead

Associate Partner - DC Pensions

Private Client Partner

Client Service Associate

CLO Portfolio Administration, Account Manager

Head of Trustee Services

Head of Trustee Services

Fund Administration Manager

Senior Associate/Legal Director - Charities

Location:
United Kingdom , North East or London

Category:
Finance

Contract Type:
Not provided

Job Posted:
March 19, 2026