Head of Investor Servcies - Ireland
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the Job
The Head of Investor Services, Ireland is responsible for leading Ocorian's Investor Services operations across Dublin, Belfast and Luxembourg, delivering a scalable, technology-enabled operating model that provides an exceptional experience for both clients and investors.
The role is accountable for service excellence, operational performance, people leadership and continuous improvement across all Investor Services activities. The successful candidate will ensure strong operational discipline through effective workflow management, clear accountability, robust controls and proactive monitoring of service performance.
The role will also play a critical part in enhancing the Investor Services function through the deployment of workflow technology, automation and AI-enabled solutions. A key objective will be developing organisational capability in AI while delivering practical solutions that improve client outcomes, enhance efficiency and create measurable business value.
This is a client-centric leadership role with responsibility for retaining and growing strategic client relationships through service excellence, innovation and trusted partnership.
Main Responsibilities
- Lead Investor Services operations across Dublin, Belfast and Luxembourg, ensuring consistent delivery standards across all locations.
- Strengthen and support high-performing teams, establishing a culture of accountability, ownership, continuous improvement and client focus.
- Own service delivery performance through effective management of SLAs, KPIs, operational controls and capacity planning.
- Drive adoption and optimisation of eFront, investor onboarding platforms, reporting portals and future technology solutions.
- Deliver the implementation of a workflow management platform, embedding structured and scalable operational processes.
- Lead the identification, prioritisation and deployment of AI and automation initiatives that improve client experience, operational efficiency and control effectiveness.
- Act as a senior point of contact for key clients, supporting retention, service development and long-term relationship growth.
- Support strategic opportunities, RFPs and client solutions initiatives where operational expertise is required.
- Partner with Product, Technology, Fund Administration, Fund Accounting, Compliance and Risk teams to drive operational excellence and innovation.
- Ensure robust governance, data integrity and regulatory compliance across all Investor Services activities.
Qualifications Required
Knowledge, Skills & Experience
- Significant experience leading Investor Services, Transfer Agency or Fund Administration operations within alternative investments.
- Proven track record managing multi-jurisdiction teams and delivering complex operational services at scale.
- Strong understanding of investor onboarding, investor servicing, AML/KYC requirements and investor reporting.
- Experience with eFront and investor portal technologies.
- Demonstrated success delivering operational transformation, system implementations and change programmes.
- Strong understanding of workflow management, service management frameworks, KPI reporting and operational controls.
- Practical knowledge of AI, automation and digital transformation within financial services.
- Ability to build trusted client relationships and drive long-term client retention.
- Strong leadership, communication and stakeholder management skills.
- Commercially aware, with the ability to identify opportunities to enhance service value and strengthen client relationships.
- Results-oriented, highly organised and committed to continuous improvement.
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Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.