Drive revenue across EMEA by qualifying inbound leads, generating outbound opportunities, managing upsell/cross-sell, preparing proposals, negotiating fees, and maintaining disciplined CRM (Salesforce) processes while liaising with stakeholders and Sales Ops.

Lead and manage UK onboarding projects for new and existing funds, liaising with investment managers, ACD Boards, administrators and advisors. Oversee team delivery, resource planning, regulatory compliance (UK UCITS, AIFs, AIFMD, MiFID, FCA rules), drive operational efficiency and commercial opportunities, and represent Waystone externally while establishing controls and reporting.