Purpose of the Job
Provide strategic leadership and governance oversight across a portfolio of private client and fiduciary structures while acting as a Director on client entities and, where required, Ocorian regulated businesses. This role combines board-level responsibility, client relationship leadership and risk oversight, ensuring the highest standards of governance, regulatory compliance and service delivery are maintained. Working closely with clients, regulators and senior stakeholders, you will help shape the direction of the business, contribute to key strategic initiatives and support the continued growth of the Private Client service line. This is an opportunity to influence decision-making at the highest level, drive operational excellence and foster a culture of accountability, innovation and client service excellence.
Main Responsibilities
- Act as Director on client entities, corporate director companies, corporate trustees and, where appropriate, Ocorian regulated entities, fulfilling fiduciary, governance and regulatory responsibilities.
- Provide strategic oversight across client structures, ensuring robust governance frameworks, effective risk management and compliance with applicable legal and regulatory requirements.
- Serve as a trusted adviser to clients, supporting complex decision-making and helping safeguard their long-term interests.
- Contribute actively to senior leadership forums, including commercial, risk and governance committees, influencing business strategy and decision-making.
- Champion operational excellence by strengthening controls, improving processes and ensuring services are delivered efficiently, effectively and in line with client expectations.
- Lead, mentor and develop high-performing teams, fostering a culture of accountability, collaboration and continuous improvement.
- Sponsor and support strategic projects, transformation initiatives and business change activities that enhance client outcomes and operational performance.
- Maintain strong relationships with regulators, professional advisers and key stakeholders while promoting Ocorian's reputation for excellence, integrity and professionalism.
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Knowledge, Skills and Experience
- 15+ years' experience within trust, company administration, fiduciary services or a related professional services environment, including significant leadership and board-level exposure.
- Professionally qualified (e.g. STEP, CGI/ICSA or equivalent) with a strong technical understanding of trust administration, company law, fiduciary responsibilities and the tax implications of complex structures.
- Demonstrated experience acting as a Director, Trustee or senior fiduciary professional, with the ability to meet regulator expectations and discharge governance responsibilities effectively.
- Strong commercial, risk management and strategic leadership capabilities, with experience overseeing regulated businesses, complex client structures and transformational initiatives.
- Excellent stakeholder management and influencing skills, with the ability to build trusted relationships with high-net-worth clients, regulators, advisers and senior business leaders.
- Strong financial, taxation and wealth structuring knowledge, combined with the ability to lead change, drive innovation and position the business for long-term success.
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.