Federated Hermes, Inc. is a global leader in active, responsible investment management, with $902.6B in assets under management, as of December, 31st, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed Income, alternative/private markets, multi-asset and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide.
Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices worldwide. For more information, visit FederatedHermes.com.
Main Function of the role:
The Advisory Services Manager supports the advisor to include managing the segregated advisory clients, including separate accounts and sub-advised accounts, and pooled products across equity and fixed income markets. The Advisory Services Manager is the primary point of contact for advisory clients spanning the full client lifecycle—from negotiation of the Investment Management Agreement (IMA) through account onboarding and ongoing servicing.
The Advisory Services Manager ensures that complex account structures are established accurately and efficiently, while proactively addressing client-specific service requirements and expectations. This role also serves as the foundational support for Portfolio Management teams for pooled products to include development, implementation of product changes, and ongoing management. This role partners closely with internal stakeholders across Investments, Operations, Legal, Compliance, and Distribution to ensure effective management of the investment advisory functions.
Key task and responsibilities:
* Key point of contact for advisory clients, particularly in relation to:
o Investment Management Agreements (IMAs)
o Client-specific information requests
o Investment reporting and ad hoc investment enquiries
o Operational enquiries
o Legal, compliance, and regulatory questions
o Portfolio management and investment strategy discussions
* Negotiate and manage the Investment Management Agreement (IMA) for advisory accounts, ensuring all requirements are structured to corporate standards, and that portfolio management and compliance teams are fully informed, and ongoing investment guideline changes are effectively implemented.
* Onboard new advisory client accounts to the specifications agreed upon in the IMA.
* Provide ongoing support to Portfolio Management teams in managing issues related to advisory accounts or pooled products, including client-specific requirements and operational considerations.
* Oversee all client communications, ensuring information delivered to advisory clients is accurate, consistent, coherent, and provided within agreed service‑level timeframes.
* Lead the onboarding and portfolio transition processes for new advisory clients, coordinating across internal teams to ensure seamless implementation.
* Collaborate with the Client Reporting team to ensure the timely and high‑quality delivery of investment reporting for advisory clients.
* Coordinate and contribute to Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), Audit requests, Compliance attestations and Onsite and remote operational due diligence reviews.
* Investigate and resolve operational errors or compliance breaches, including escalation and reporting to Operational Risk, and communication with clients where required.
* Represent the advisory client internally and actively participate in client‑related discussions, initiatives, and decision‑making processes.
* Harmonize with the Global Advisory Management (GAM) team in the US on process enhancements, automation, integration and product support.
* Partner with Sales to support client servicing, retention, and growth initiatives.
Experience Required:
* Bachelor’s degree (or equivalent experience) with concentration in Business, Finance or Economics
* Preferred post graduate degree in business related area; MBA or law
* ESG/socily responsible investment or research experience
* Product management, financial services or fund management experience.
* High level management capability amongst internal and external peers
* Investment company and advisory company understanding
* Investment or financial services industry knowledge
* Knowledge of investment management, product management skills
* Ability to manage complex investment product and projects from development, through implementation, and forward.
* Minimum 15+ years Investment Management experience in order to demonstrate the skills, knowledge and competencies required.
Candidate Profile:
* Excellent presentation and written communication skills
* Attention to detail
* Self‑motivated and collaborative team player
* Ability to work with all levels of management
* Relationship building skills with colleagues and clients
* Strong analytical skills
Diversity, Inclusion and Flexible Working
We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination or treated less favourably on the basis of their disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation, or disability.
We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying.
We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector.
We are a Disability Confident Employer and participate in the “Offer of Interview” scheme, intended to actively encourage applications from people with a disability or long‑term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888. You do not need to share details of your disability or long‑term condition.
If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888 to discuss the support you need.
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