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A dynamic and enthusiastic senior leader with over 20 years’ experience in the financial services industry. Drawing on a background in operations and project management and currently Chief Operating Officer for a fund services provider to the venture capital industry.Has managed large operations teams and delivered a wide range of system, operational and regulatory initiatives. Brings a broad understanding of UK investment and tax planning products, with specific expertise in venture capital.
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Chief Operating OfficerKin Group Sep 2019 - PresentThe City, England, GbOverseeing the efficient operation of all functions, with specific responsibility across the group for: • Fund administration and custody services • IT systems and hardware, cyber security and data• Software development and delivery • Human resources • Legal templates and commercial contracts • Service development and project management • Facilities and head office -
Career BreakCareer Break Apr 2019 - Sep 2019London, London, Gb -
Head Of Customer ExperienceForesight Group Jan 2017 - Apr 2019London, Gb• Senior Manager responsible for the end to end experience for customers of Foresight’s retail investment products.• Head of Investor Relations team, responsible for their management and development• Governance and management of third party outsourcing arrangements, including receiving agents and registrars.• Leading the customer workstream on all new retail product development.• Drafting, review and sign off for all new and revised customer literature.• Point of contact for operational compliance developments and issues. -
Senior Project Manager - Service DevelopmentTransact Jan 2014 - Jan 2017London, Gb• Reporting to the Chief Development Officer and responsible for the delivery of commercial projects with a focus on service development.• Liaison with third parties and internal stakeholders to develop and implement changes to the core business and establish a distribution channel for third party products through the platform. -
Senior Manager (Projects) - Client OperationsTransact Jul 2012 - Dec 2013London, Gb• Responsible for the management and delivery of changes and initiatives across Client Operations, the largest department with over 120 staff.• Engagement across the department and managing implications for the wider business. Also provided input and direction for commercial projects, such as new products and services. -
Senior Manager - Client OperationsTransact May 2010 - Jul 2012London, Gb• Responsible for 40 FTE across four regional client operations teams, each managed by a Regional Manager.• Total value of AUM across teams was c.£4bn, serviced by ~1,000 IFAs.• Managing teams' performance and development, resolving high-impact issues and improving process, systems and people. -
Regional Manager - Client OperationsTransact Jun 2008 - May 2010London, GbLead a team of nine Client Service Managers, who provided investment administration for IFAs in Central London.Role comprised of: helping advisers to maximise the value of the service; ensuring teams reached internal benchmarks for service; ensuring work undertaken was in line with relevant regulations; developing people and their performance. -
Client Service ManagerTransact Nov 2006 - Jun 2008London, Gb -
Senior Client Services RepresentativeCofunds Jul 2005 - Nov 2006122 Leadenhall Street, London,, Gb• Working in the Client Services Contact Centre taking calls from advisers, answering queries associated with collective investments, portfolio bonds and pensions.• Personally developed an internal information system for the contact centre using HTML and Java Script. -
Travel Through India, South East Asia, Australasia And North AmericaCareer Break Aug 2004 - Jun 2005
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Senior Debt Recovery OfficerRbs Jan 2001 - Jul 2004Gogarburn, GbBased within the in‐house debt recovery agency, dealing with NatWest and RBS credit cards.
Adam Taylor Skills
Frequently Asked Questions about Adam Taylor
What company does Adam Taylor work for?
Adam Taylor works for Kin Group
What is Adam Taylor's role at the current company?
Adam Taylor's current role is Chief Operating Officer at Kin Group.
What is Adam Taylor's email address?
Adam Taylor's email address is at****@****n.co.uk
What skills is Adam Taylor known for?
Adam Taylor has skills like Financial Services, Operations Management, Risk Management, Investments, Change Management, Project Management, Management, Prince2, Performance Management, Strategic Planning, Team Building, Banking.
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