Greg Whitaker Email & Phone Number

London Area, United Kingdom

Responsible for setting and executing firm strategy, driving product and sales strategies, overseeing risk management and compliance, promoting a risk-aware culture, optimising financial performance, managing regulatory engagement, and leading sales and account management efforts.• Strategy: Developing and executing firm-wide strategies aligned with business objectives and risk tolerance, encompassing product and sales strategy, technology consolidation, and global business development… Show more Responsible for setting and executing firm strategy, driving product and sales strategies, overseeing risk management and compliance, promoting a risk-aware culture, optimising financial performance, managing regulatory engagement, and leading sales and account management efforts.• Strategy: Developing and executing firm-wide strategies aligned with business objectives and risk tolerance, encompassing product and sales strategy, technology consolidation, and global business development initiatives.• People Strategy: Spearheading the assessment of current capabilities and capacity to establish a "follow the sun" hub-and-spoke operating model for Transfer Agency (TA) operations worldwide.• Culture: Fostering a risk-aware culture reflective of FNZ Group's values, driving performance, conduct, productivity, and customer-centric outcomes.• Financial Performance: Leading the analysis of TA P&L, enhancing customer profitability, and collaborating with Senior Leadership to optimise financial resources, acquisitions, and capital planning.• Regulatory Engagement: Managing regulator relationships with a focus on professionalism and personal accountability, including pending application for the SMF 3 function with the FCA.• Board Governance: Providing comprehensive reporting to the UK TA Board, facilitating informed oversight & decision-making on business performance, financials, & strategic planning.• Proposition Design: Directing the consolidation of technologies to ensure optimal application within the Transfer Agency product suite, alongside the review and enhancement of overall proposition offerings.• Sales & Account Management: Driving sales growth with both new and existing UK TA customers, exceeding budget targets, and refining business development strategies to leverage FNZ Group's existing customer base.• Strategic Interface: Collaborating with Senior Leadership Team on key strategic sales initiatives to drive business growth and expansion. Show less

London, England, United Kingdom

Responsible for overseeing the client relationship team covering FNZ’s Transfer Agency clients in the UK and Channel Islands. • Development of the client engagement strategies communication standards. • Advocating for clients within FNZ. • Senior escalation to all clients. • Development of the Transfer Agency growth and expansion strategy. • Leading all aspects of business development including sales strategy, pipeline development, sales forecasting, management of RFI and… Show more Responsible for overseeing the client relationship team covering FNZ’s Transfer Agency clients in the UK and Channel Islands. • Development of the client engagement strategies communication standards. • Advocating for clients within FNZ. • Senior escalation to all clients. • Development of the Transfer Agency growth and expansion strategy. • Leading all aspects of business development including sales strategy, pipeline development, sales forecasting, management of RFI and RFP processes, and leading sales presentations and proposals. Show less

London, England, United Kingdom

Responsible for all aspects of business development and sales within FNZ's Transfer Agency business in the UK and Ireland. • Developing and implementing sales strategies and plans• Identifying and qualifying new sales leads• Building pipeline for UK and Irish Transfer Agency• Building relationships with prospective clients. • Developing and delivering sales presentations and proposals. • Managing and responding to Request for Information (RFIs) and Request for Proposals… Show more Responsible for all aspects of business development and sales within FNZ's Transfer Agency business in the UK and Ireland. • Developing and implementing sales strategies and plans• Identifying and qualifying new sales leads• Building pipeline for UK and Irish Transfer Agency• Building relationships with prospective clients. • Developing and delivering sales presentations and proposals. • Managing and responding to Request for Information (RFIs) and Request for Proposals (RFPs)• Working with other departments, such as marketing and product development, and pre sales to support the sales process. • Tracking and reporting on sales performance. • Negotiating and closing deals. • Staying up-to-date on industry trends and developments. Show less

London, United Kingdom

Sydney, Australia

Sydney, Australia

HSBC Securities Services - Sub-custody division

Australia

HSBC Securities Services - Sub-custody division

Sydney, Australia

HSBC Securities Services - Sub-custody division

Sydney, Australia

HSBC Securities Services - Sub-custody division

Bachelor Of Commerce (B.Com.)

Bachelor Of Commerce (B.Com.), Erasmus