Bespoke Investment Management Services Manager

OVERALL SUMMARY

Join TrinityBridge's Bespoke Investment Management Services Team where you will lead a function structured around three core pillars:

• Investment Management Support Office (IMSO) – focused on day-to-day operational delivery and front-line support,
• Bespoke Business Assurance – ensuring robust control, regulatory compliance, and risk monitoring, and
• Strategic Administration Services – driving process optimisation and continuous improvement.

This role provides strategic direction, ensures operational excellence, and fosters a collaborative, high-performing culture. By balancing immediate service needs with long-term improvements and strong governance, the Manager plays a key role in supporting the Bespoke Investment Management teams and enhancing the overall client experience.

RESPONSIBILITIES

Leadership & Strategic Oversight

• Lead and manage the three pillars of Bespoke Investment Management Services, ensuring alignment with business needs and team capacity.
• Develop and implement strategic plans to support growth, operational efficiency, and high-quality service delivery across all Bespoke Investment Management regions.
• Represent the team in senior management forums, governance meetings, and project working groups, ensuring its contributions are recognised and aligned with firm-wide priorities.
• Collaborate with Change, IT, Operations, and L&D to support the delivery of improvement initiatives and training programmes.

Operational Excellence & Service Delivery

• Define and embed best practice across the three pillars, ensuring consistency, quality, and that the client experience is at the heart of all decisions.
• Ensure the consistent delivery of high-quality, responsive support to Investment Management teams and their clients.
• Oversee the maintenance and continuous improvement of the Bespoke IM procedure manual, ensuring it remains current, practical, and aligned with regulatory or internal policy.
• Monitor and enhance front-line controls and risk management processes, including ownership of RCSAs, incident management and regulatory reporting.
• Ensure all operational and transformation activities comply with relevant regulatory requirements, including AML, suitability, Consumer Duty, and data protection.
• Own the delivery of management information and performance metrics to monitor adherence to procedures, service standards, and client outcomes.
• Coordinate service management meetings with Investment Managers and Administrators, capturing themes and feeding in the change agenda.

People Management & Development

• Lead, coach, and develop a high-performing team across the three pillars, fostering a collaborative, inclusive, and accountable culture.
• Support recruitment, onboarding, and ongoing development to ensure the team remains skilled, engaged, and resilient.
• Act as a role model for cross-functional collaboration, encouraging knowledge sharing and continuous learning.
• Promote TrinityBridge’s business principles and champion diversity, equity and inclusion across the team.

Stakeholder Engagement & Change Management

• Act as the primary point of contact for front office queries and procedural guidance.
• Drive the adoption of automation and efficiency-enhancing technologies to support scalable, client-focused solutions.

Regulatory responsibilities ¦ Compliance/T&C

• Ensure all transformation activities comply with industry regulations and standards, regularly updating processes to align with new requirements.
• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Ensure that digital tools and processes used in new initiatives and transformation projects adhere to data security and privacy regulations.
• Comply with the firm’s PA Dealing policy and all other personal conduct requirements.
• Complete all mandatory training within required timeframes and maintain appropriate CPD to demonstrate ongoing competence.
• Demonstrate a strong understanding of the regulatory framework relevant to the role and apply effective risk management with a focus on good client outcomes.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Proven leadership experience in investment administration or business support within asset management or financial services.
• Strong understanding of regulatory frameworks and operational risk management.
• Working towards or holding a relevant qualification (e.g., IOC or equivalent) preferred.
• Excellent communication, interpersonal, and stakeholder management skills.
• High attention to detail, analytical mindset, and proactive approach to problem-solving.
• Strong project management and organisational skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

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