We are currently seeking a People and Organisational Change Lead for an 18-24 month fixed term assignment for our Douglas-based Client, a leader in fiduciary services, fund administration, and management and investment advice compliance. The primary responsibility of the People and Organisational Change Lead is to drive organisational culture, capability, and change across the organisation by delivering strategic people and culture initiatives that enable high performance and sustainable improvement. You will lead the design and implementation of culture and engagement activity, support the effective delivery of organisational change, and build leadership and management capability at all levels. Working closely with managers and senior leaders, you will provide expert guidance on people management, employee relations, and change delivery, ensuring a consistent, fair and values-led approach across the organisation. This role will also use data and insight to identify trends, inform interventions, and support the ongoing development of a positive, inclusive and high-performing workplace culture. The Ideal candidate for the role of People and Organisational Change Lead will have: A minimum of 3 years' experience in HR, organisational development, or change management roles Proven experience of leading and delivering change or culture initiatives in an organisational setting Strong working knowledge of employee relations and employment practices, dealing with conflict resolution. Pragmatic and delivery focused Confident in providing advice and challenge where appropriate Strong communication, organisation and problem-solving skills Proven ability to build and maintain working relationships with both internal and external stakeholders at all levels including the ability to influence and negotiate Strong analytical skills, ability to quickly and accurately assimilate information, to consider any associated risks and to summarise the information effectively Desirable: Experience of designing and delivering training or workshops A well-developed working knowledge of local employment legislation and relevant UK legislation Ability to undertake workplace coaching
Jul 05, 2026
Contractor
We are currently seeking a People and Organisational Change Lead for an 18-24 month fixed term assignment for our Douglas-based Client, a leader in fiduciary services, fund administration, and management and investment advice compliance. The primary responsibility of the People and Organisational Change Lead is to drive organisational culture, capability, and change across the organisation by delivering strategic people and culture initiatives that enable high performance and sustainable improvement. You will lead the design and implementation of culture and engagement activity, support the effective delivery of organisational change, and build leadership and management capability at all levels. Working closely with managers and senior leaders, you will provide expert guidance on people management, employee relations, and change delivery, ensuring a consistent, fair and values-led approach across the organisation. This role will also use data and insight to identify trends, inform interventions, and support the ongoing development of a positive, inclusive and high-performing workplace culture. The Ideal candidate for the role of People and Organisational Change Lead will have: A minimum of 3 years' experience in HR, organisational development, or change management roles Proven experience of leading and delivering change or culture initiatives in an organisational setting Strong working knowledge of employee relations and employment practices, dealing with conflict resolution. Pragmatic and delivery focused Confident in providing advice and challenge where appropriate Strong communication, organisation and problem-solving skills Proven ability to build and maintain working relationships with both internal and external stakeholders at all levels including the ability to influence and negotiate Strong analytical skills, ability to quickly and accurately assimilate information, to consider any associated risks and to summarise the information effectively Desirable: Experience of designing and delivering training or workshops A well-developed working knowledge of local employment legislation and relevant UK legislation Ability to undertake workplace coaching
Location: London, United Kingdom The Maples Group is a standard bearer in financial and legal services, trusted by many of the world's largest hedge fund managers, international banks, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2, 5 00+ professionals characterised by tenacity, e thics and exacting excellence. Operating in key financial centres across the Americas, Asia, Europe and the Middle East, our international presence offers a unique springboard for career development and cross-cultural immersion. The Maples Group looks to add a London-based Professional Support Lawyer (PSL) to our team to support our global BVI practice and invites eager and qualified candidates to apply. We are committed to diversity, inclusion and equality of opportunity as we attract, retain and develop world-class talent. The Maples Group offers flexible working arrangements with the ability to work from home for a certain period of the working week and can offer this role as part-time (at least four days a week) or full-time. Who We Seek Our merit-based culture suits professionals in pursuit of boundless careers and lives. Beyond their acumen, team members are collaborative and conscientious, bringing a healthy sense of drive and purpose to each interaction and to all aspects of their work. About the Role The PSL will work alongside the existing global PSL team to ensure that a consistent level of quality support is offered to the BVI transactional and regulatory teams globally. This role is ideally for an experienced PSL or fee earner with a minimum of six years' PQE who is not expected to undertake client work. You will be an integral member of the practice group and work closely with the practice group leaders and partners to support the group's practice and its knowledge management needs. The PSL will report to the Global Head of Professional Support. Primary responsibilities include: Developing, drafting and maintaining precedents, legal guides and practice notes Researching, monitoring and analysing legal and industry developments and trends Preparing concise briefings for internal teams and clients, including alerts and topical emails Coordinating internal and external training sessions on relevant legal and regulatory matters. This might include preparing and delivering training, where appropriate Assisting with client development and marketing initiatives, including creating, producing and delivering thought leadership content, blogs, presentations, podcasts and webinars Reviewing and updating checklists, other standardised and automated documents to ensure new joiners and transactional lawyers operate in an efficient and consistent manner Liaising with lawyers to gather feedback, raise awareness and promote participation in knowledge management initiatives Promoting knowledge systems and platforms and working with professional support teams to share knowledge in a uniform way across global teams What You Bring In addition to indisputably high ethical standards and autonomy, the ideal candidate possesses the following: Qualified lawyer with a minimum of six years' experience in a recognised leading law firm in a major onshore or offshore jurisdiction, ideally with a transactional background. Regulatory experience would also be beneficial Experience working as a PSL is preferred but not essential Current experience of knowledge management technology and document automation systems would be an advantage Enthusiasm for developing knowledge systems, improving access and promoting awareness across global teams Responsiveness to the needs of fee-earners Outstanding analytical, drafting and technical skills Excellent verbal and written communication skills A strong academic background Benefits & Rewards The most enduring professional relationships are reciprocal relationships. The Maples Group prioritises employee health and wellbeing. Depending on your location, we offer a range of benefits, including: Comprehensive health coverage (medical, dental and optical) Flexible hybrid working options Competitive vacation packages Educational assistance and professional development programmes Savings or pension plan Life insurance Travel insurance Global mental wellness programme Sports clubs and social events About Maples Group Over five decades, the Maples Group has grown from modest beginnings into one of the world's preeminent professional services firms, offering specialised fiduciary, fund administration, regulatory and compliance, entity formation and management and legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg.
Jun 24, 2026
Full time
Location: London, United Kingdom The Maples Group is a standard bearer in financial and legal services, trusted by many of the world's largest hedge fund managers, international banks, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2, 5 00+ professionals characterised by tenacity, e thics and exacting excellence. Operating in key financial centres across the Americas, Asia, Europe and the Middle East, our international presence offers a unique springboard for career development and cross-cultural immersion. The Maples Group looks to add a London-based Professional Support Lawyer (PSL) to our team to support our global BVI practice and invites eager and qualified candidates to apply. We are committed to diversity, inclusion and equality of opportunity as we attract, retain and develop world-class talent. The Maples Group offers flexible working arrangements with the ability to work from home for a certain period of the working week and can offer this role as part-time (at least four days a week) or full-time. Who We Seek Our merit-based culture suits professionals in pursuit of boundless careers and lives. Beyond their acumen, team members are collaborative and conscientious, bringing a healthy sense of drive and purpose to each interaction and to all aspects of their work. About the Role The PSL will work alongside the existing global PSL team to ensure that a consistent level of quality support is offered to the BVI transactional and regulatory teams globally. This role is ideally for an experienced PSL or fee earner with a minimum of six years' PQE who is not expected to undertake client work. You will be an integral member of the practice group and work closely with the practice group leaders and partners to support the group's practice and its knowledge management needs. The PSL will report to the Global Head of Professional Support. Primary responsibilities include: Developing, drafting and maintaining precedents, legal guides and practice notes Researching, monitoring and analysing legal and industry developments and trends Preparing concise briefings for internal teams and clients, including alerts and topical emails Coordinating internal and external training sessions on relevant legal and regulatory matters. This might include preparing and delivering training, where appropriate Assisting with client development and marketing initiatives, including creating, producing and delivering thought leadership content, blogs, presentations, podcasts and webinars Reviewing and updating checklists, other standardised and automated documents to ensure new joiners and transactional lawyers operate in an efficient and consistent manner Liaising with lawyers to gather feedback, raise awareness and promote participation in knowledge management initiatives Promoting knowledge systems and platforms and working with professional support teams to share knowledge in a uniform way across global teams What You Bring In addition to indisputably high ethical standards and autonomy, the ideal candidate possesses the following: Qualified lawyer with a minimum of six years' experience in a recognised leading law firm in a major onshore or offshore jurisdiction, ideally with a transactional background. Regulatory experience would also be beneficial Experience working as a PSL is preferred but not essential Current experience of knowledge management technology and document automation systems would be an advantage Enthusiasm for developing knowledge systems, improving access and promoting awareness across global teams Responsiveness to the needs of fee-earners Outstanding analytical, drafting and technical skills Excellent verbal and written communication skills A strong academic background Benefits & Rewards The most enduring professional relationships are reciprocal relationships. The Maples Group prioritises employee health and wellbeing. Depending on your location, we offer a range of benefits, including: Comprehensive health coverage (medical, dental and optical) Flexible hybrid working options Competitive vacation packages Educational assistance and professional development programmes Savings or pension plan Life insurance Travel insurance Global mental wellness programme Sports clubs and social events About Maples Group Over five decades, the Maples Group has grown from modest beginnings into one of the world's preeminent professional services firms, offering specialised fiduciary, fund administration, regulatory and compliance, entity formation and management and legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg.
Associate Director / Director, Transaction Management (Capital Markets) Location: London, United Kingdom (Hybrid) Job Type: Permanent, Hybrid (3 days onsite) Hours: 37.5 hours per week About the role: As Associate Director / Director of Transaction Management in CSC's Global Capital Markets business, you will lead a Transaction Management team supporting complex structured finance and securitisation transactions. You will oversee delivery across a portfolio of SPVs, ensuring strong corporate governance, on time statutory and transaction compliance, and excellent client service. This is a senior leadership role requiring confident stakeholder management with investment banks, private equity firms, fund managers, and other capital markets participants. You will also help drive operational excellence, risk management, and team development in a fast paced, client facing environment. Key Responsibilities Lead, coach, and performance manage a team of transaction managers and analysts, including goal setting, regular 1:1s, and development planning Own senior client relationships and service delivery for key accounts across capital markets, structured finance, and securitisation Ensure all ongoing statutory, legal, and transaction obligations of SPVs are met, maintaining high standards of corporate governance and control Oversee a team with a diverse portfolio of securitisation and structured finance transactions (e.g., CMBS, RMBS, consumer credit, NPL, CDO/CLO, auto receivables) Partner with the Regional Head of Capital Markets to execute business objectives, service strategy, and operational priorities Monitor operational performance and financial outcomes, driving service excellence, issue resolution, and continuous improvement Maintain, review, and enhance internal controls, policies, and operational procedures; identify and mitigate governance and operational risks Act as a director on SPV boards (and, where required, CSC internal entities), fulfilling fiduciary duties and governance responsibilities Stay current on market trends, regulatory and legislative changes affecting securitisation, SPVs, and capital markets; apply insights to client delivery and risk management Represent CSC at relevant industry and client events to strengthen relationships and support business growth Required Qualifications Significant experience within Capital Markets, including structured finance and/or securitisation, in a transaction management, corporate administration, trustee/agency, or company secretarial capacity Proven people leadership and line management experience (including coaching, objective setting, and managing performance fairly and consistently) Relevant professional qualification or degree in law, finance, accounting, or a related discipline Strong knowledge of SPV administration and corporate governance, with a practical understanding of statutory and transactional compliance requirements in a UK context Demonstrable ability to manage senior stakeholders and deliver excellent client service in a regulated, deadline driven environment Experience operating within a controls focused environment, with the ability to identify, manage, and elevate operational and governance risks Strong communication skills (written and verbal) with confidence engaging with clients, boards, and internal leadership Preferred Qualifications Experience in a similar role within a corporate services provider (e.g., SPV administration, trustee/agency or corporate administration) Experience acting as a director and/or supporting boards for SPVs involved in structured finance or securitisation programmes Familiarity with documentation and deal mechanics across asset classes such as CMBS, RMBS, NPL, CLO/CDO, and consumer/auto receivables Experience partnering with commercial leadership on growth initiatives, resourcing, hiring, and succession planning
Jun 23, 2026
Full time
Associate Director / Director, Transaction Management (Capital Markets) Location: London, United Kingdom (Hybrid) Job Type: Permanent, Hybrid (3 days onsite) Hours: 37.5 hours per week About the role: As Associate Director / Director of Transaction Management in CSC's Global Capital Markets business, you will lead a Transaction Management team supporting complex structured finance and securitisation transactions. You will oversee delivery across a portfolio of SPVs, ensuring strong corporate governance, on time statutory and transaction compliance, and excellent client service. This is a senior leadership role requiring confident stakeholder management with investment banks, private equity firms, fund managers, and other capital markets participants. You will also help drive operational excellence, risk management, and team development in a fast paced, client facing environment. Key Responsibilities Lead, coach, and performance manage a team of transaction managers and analysts, including goal setting, regular 1:1s, and development planning Own senior client relationships and service delivery for key accounts across capital markets, structured finance, and securitisation Ensure all ongoing statutory, legal, and transaction obligations of SPVs are met, maintaining high standards of corporate governance and control Oversee a team with a diverse portfolio of securitisation and structured finance transactions (e.g., CMBS, RMBS, consumer credit, NPL, CDO/CLO, auto receivables) Partner with the Regional Head of Capital Markets to execute business objectives, service strategy, and operational priorities Monitor operational performance and financial outcomes, driving service excellence, issue resolution, and continuous improvement Maintain, review, and enhance internal controls, policies, and operational procedures; identify and mitigate governance and operational risks Act as a director on SPV boards (and, where required, CSC internal entities), fulfilling fiduciary duties and governance responsibilities Stay current on market trends, regulatory and legislative changes affecting securitisation, SPVs, and capital markets; apply insights to client delivery and risk management Represent CSC at relevant industry and client events to strengthen relationships and support business growth Required Qualifications Significant experience within Capital Markets, including structured finance and/or securitisation, in a transaction management, corporate administration, trustee/agency, or company secretarial capacity Proven people leadership and line management experience (including coaching, objective setting, and managing performance fairly and consistently) Relevant professional qualification or degree in law, finance, accounting, or a related discipline Strong knowledge of SPV administration and corporate governance, with a practical understanding of statutory and transactional compliance requirements in a UK context Demonstrable ability to manage senior stakeholders and deliver excellent client service in a regulated, deadline driven environment Experience operating within a controls focused environment, with the ability to identify, manage, and elevate operational and governance risks Strong communication skills (written and verbal) with confidence engaging with clients, boards, and internal leadership Preferred Qualifications Experience in a similar role within a corporate services provider (e.g., SPV administration, trustee/agency or corporate administration) Experience acting as a director and/or supporting boards for SPVs involved in structured finance or securitisation programmes Familiarity with documentation and deal mechanics across asset classes such as CMBS, RMBS, NPL, CLO/CDO, and consumer/auto receivables Experience partnering with commercial leadership on growth initiatives, resourcing, hiring, and succession planning
# Associate Director - Private ClientAdministrative Hamilton Full-time Home # Company Description Fund services Corporate Capital markets Private client Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust : We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale : With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. # Job Description Purpose of the role To take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line. To work with the management team of Ocorian to develop and implement business strategies to support the growth and expansion of Ocorian. Main Responsibilities Leadership, People and Development Long-term Planning: Working with the Head of Private Client Bermuda to strategically plan for the future, considering both internal and external market trends to ensure sustained growth Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences. Team Development: Support in the development of a high-performing team, ensuring accountability for deliverables and fostering positive employee relations. Succession Planning: Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team. Continuous Personal Development: Complete all mandatory training and continuously seek personal development through training, conferences or knowledge sharing.Business Development Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence. Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs. To develop close working relationships with new and existing clients and intermediaries with a view to strengthen these relationships through regular contact and expanding services provided by developing a thorough understanding of the structures used by clients and the reasons for so doing. Assist with the development of a network of prospective and key intermediaries to refer clients, whilst also helping to identify areas of improvement and growth of our services. Data-Driven Decision Making: Utilize data analytics to identify our competitive advantages and inform strategies for upselling and cross-selling opportunities within our service lines. Cross-selling Initiatives: Identify and pursue business opportunities beyond your immediate areas to support growth across other service lines.Operational To ensure prompt billing and cash collection are carried out effectively and in a timely manner Liaise closely with the support functions as well as other Service Lines, on operational aspects of the Group, as needed. To assist with the continual development of local policies and procedures and make recommendations for improvement as well as to assist in the implementation of such. To support Management and the Head of Private Client Bermuda in other operational matters that may be requiredClients Client Relationship Management: Build and nurture long-term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs. Service Excellence: Ensure the delivery of high-quality client service that exceeds expectations and fosters loyalty. # Qualifications Required Educational Background: Qualified Solicitor, Accountant, STEP or similar professional qualification with minimum of 10 years relevant experience in the trust industry at management level. An enhanced level of technical knowledge to include more complex areas of trust & corporate products, investments, accounting and tax law, legislation and regulation. This includes Discretionary trust, Reserved Power Trust, Revocable/Irrevocable Trust, Private Trust Company (PTC), Family Office Structuring and tax incentives, Foundations, Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. This will include being familiar with the regulations and the applicable laws in Bermuda. Leadership Skills: Proven ability to lead and inspire teams, instilling trust and confidence while delivering high-quality service. Corporate Governance: Strong experience in corporate governance with the ability to engage at the board level. Business Development Acumen: Demonstrated success in business development and marketing, with the ability to communicate effectively with high-net-worth individuals and their advisors. Communication Skills: Excellent written and verbal communication skills, with experience in public speaking at conferences and seminars. Staff Development Focus: A strong commitment to mentoring and developing talent at all levels within the organization. Commercial Insight: Strong commercial acumen and a practical, results-oriented approach to problem-solving. Regulatory Knowledge: Thorough understanding of AML and CFT laws and regulations, as well as the fiduciary and investor protection legal frameworks. Industry Expertise: In-depth knowledge of the Private Client landscape and its dynamics. # Additional InformationAll 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 '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.information will be kept confidential according to EEO guidelines.Apply Now
Jun 17, 2026
Full time
# Associate Director - Private ClientAdministrative Hamilton Full-time Home # Company Description Fund services Corporate Capital markets Private client Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust : We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale : With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. # Job Description Purpose of the role To take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line. To work with the management team of Ocorian to develop and implement business strategies to support the growth and expansion of Ocorian. Main Responsibilities Leadership, People and Development Long-term Planning: Working with the Head of Private Client Bermuda to strategically plan for the future, considering both internal and external market trends to ensure sustained growth Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences. Team Development: Support in the development of a high-performing team, ensuring accountability for deliverables and fostering positive employee relations. Succession Planning: Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team. Continuous Personal Development: Complete all mandatory training and continuously seek personal development through training, conferences or knowledge sharing.Business Development Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence. Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs. To develop close working relationships with new and existing clients and intermediaries with a view to strengthen these relationships through regular contact and expanding services provided by developing a thorough understanding of the structures used by clients and the reasons for so doing. Assist with the development of a network of prospective and key intermediaries to refer clients, whilst also helping to identify areas of improvement and growth of our services. Data-Driven Decision Making: Utilize data analytics to identify our competitive advantages and inform strategies for upselling and cross-selling opportunities within our service lines. Cross-selling Initiatives: Identify and pursue business opportunities beyond your immediate areas to support growth across other service lines.Operational To ensure prompt billing and cash collection are carried out effectively and in a timely manner Liaise closely with the support functions as well as other Service Lines, on operational aspects of the Group, as needed. To assist with the continual development of local policies and procedures and make recommendations for improvement as well as to assist in the implementation of such. To support Management and the Head of Private Client Bermuda in other operational matters that may be requiredClients Client Relationship Management: Build and nurture long-term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs. Service Excellence: Ensure the delivery of high-quality client service that exceeds expectations and fosters loyalty. # Qualifications Required Educational Background: Qualified Solicitor, Accountant, STEP or similar professional qualification with minimum of 10 years relevant experience in the trust industry at management level. An enhanced level of technical knowledge to include more complex areas of trust & corporate products, investments, accounting and tax law, legislation and regulation. This includes Discretionary trust, Reserved Power Trust, Revocable/Irrevocable Trust, Private Trust Company (PTC), Family Office Structuring and tax incentives, Foundations, Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. This will include being familiar with the regulations and the applicable laws in Bermuda. Leadership Skills: Proven ability to lead and inspire teams, instilling trust and confidence while delivering high-quality service. Corporate Governance: Strong experience in corporate governance with the ability to engage at the board level. Business Development Acumen: Demonstrated success in business development and marketing, with the ability to communicate effectively with high-net-worth individuals and their advisors. Communication Skills: Excellent written and verbal communication skills, with experience in public speaking at conferences and seminars. Staff Development Focus: A strong commitment to mentoring and developing talent at all levels within the organization. Commercial Insight: Strong commercial acumen and a practical, results-oriented approach to problem-solving. Regulatory Knowledge: Thorough understanding of AML and CFT laws and regulations, as well as the fiduciary and investor protection legal frameworks. Industry Expertise: In-depth knowledge of the Private Client landscape and its dynamics. # Additional InformationAll 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 '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.information will be kept confidential according to EEO guidelines.Apply Now
Associate Director - Client Support Services, Trust Location: St Helier, JE, JE, JE1 1HS Brand: HSBC Area of Interest: Closing Date: Hybrid Worker If you're looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We're one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions. We're currently seeking an experienced professional to join our team in the role of Associate Director - Client Support Services, Trust. You'll lead a Client Support Services function in our Trust and Fiduciary Services that enables a high-quality, end to end client experience. This is a senior leadership role focused on service excellence, strong operational control, and a culture of responsible risk management. You'll work closely with relationship teams, operations, risk and compliance, and colleagues across locations to ensure services are delivered efficiently, safely, and consistently. As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non contributory pension scheme with a generous employer contribution. Responsibilities Build a high-performing, inclusive culture with clear accountability and strong engagement. Coach and develop managers and specialists; strengthen capability, resilience and succession planning. Own service quality and client outcomes across the client lifecycle, ensuring a consistent and professional experience. Partner with relationship teams to anticipate needs, manage expectations and deliver practical solutions. Drive simplification, automation and standardisation to reduce rework and improve turnaround times. Manage resources and capacity planning to meet demand while maintaining quality and control. Ensure policies, procedures and controls are current, understood and consistently applied. Provide clear reporting and insight to governance forums, including trends, root causes and improvement actions. Influence senior stakeholders through clear communication, evidence-based recommendations and constructive challenge. Qualifications Proven senior leadership experience in a regulated client service, fiduciary, trust, or operational environment. Relevant professional qualification (or equivalent experience) in trust and company administration, operations, risk, or a related discipline. Strong understanding of trust and fiduciary services in a regulated environment (principles, risks, and client expectations). Strong working knowledge of financial crime risk management and regulatory compliance requirements relevant to the role. Ownership mindset: takes responsibility, learns from issues, and drives continuous improvement. Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via
Jun 17, 2026
Full time
Associate Director - Client Support Services, Trust Location: St Helier, JE, JE, JE1 1HS Brand: HSBC Area of Interest: Closing Date: Hybrid Worker If you're looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We're one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions. We're currently seeking an experienced professional to join our team in the role of Associate Director - Client Support Services, Trust. You'll lead a Client Support Services function in our Trust and Fiduciary Services that enables a high-quality, end to end client experience. This is a senior leadership role focused on service excellence, strong operational control, and a culture of responsible risk management. You'll work closely with relationship teams, operations, risk and compliance, and colleagues across locations to ensure services are delivered efficiently, safely, and consistently. As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non contributory pension scheme with a generous employer contribution. Responsibilities Build a high-performing, inclusive culture with clear accountability and strong engagement. Coach and develop managers and specialists; strengthen capability, resilience and succession planning. Own service quality and client outcomes across the client lifecycle, ensuring a consistent and professional experience. Partner with relationship teams to anticipate needs, manage expectations and deliver practical solutions. Drive simplification, automation and standardisation to reduce rework and improve turnaround times. Manage resources and capacity planning to meet demand while maintaining quality and control. Ensure policies, procedures and controls are current, understood and consistently applied. Provide clear reporting and insight to governance forums, including trends, root causes and improvement actions. Influence senior stakeholders through clear communication, evidence-based recommendations and constructive challenge. Qualifications Proven senior leadership experience in a regulated client service, fiduciary, trust, or operational environment. Relevant professional qualification (or equivalent experience) in trust and company administration, operations, risk, or a related discipline. Strong understanding of trust and fiduciary services in a regulated environment (principles, risks, and client expectations). Strong working knowledge of financial crime risk management and regulatory compliance requirements relevant to the role. Ownership mindset: takes responsibility, learns from issues, and drives continuous improvement. Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As an Insurance Manager in the Global Insurance team, you will be critical to ensuring we meet our strategic objectives. This key role supports the Senior Insurance team in the execution and administration of the global non-benefits insurance programs. You will work across BCG teams and functions to support our business growth, provide insurance expertise, and leverage new ways of working. WHAT YOU'LL DO Assist with the execution and administration of the global financial lines' insurance programs including Professional Indemnity, Cyber, D&O/EPL, Crime, Fiduciary and other specialty insurance to ensure programs align with overall objectives; Lead collection and organization of annual exposure data from key stakeholders, facilitating effective risk analysis and strategic decision-making and act as primary liaison between Global Insurance and Legal Operations, ensuring effective management of Risk Management Information System (Origami); Advise local office affiliates regarding their insurance requirements and potential coverage options, ensuring tailored solutions that align with global standards and local needs in collaboration with Senior Global Insurance team; Assist with thorough reviews of contracts to ensure insurance requirements are properly addressed and comply with established policies and standards; Actively engage in supporting education and training programs designed to elevate understanding and implementation of insurance best practices throughout the organization to foster a culture of proactive risk management and informed insurance decision-making; Refine and enhance the existing knowledge reference library for the global insurance team and key stakeholders, ensuring access to current and relevant insurance information, policies, and procedures; Keep abreast of industry trends, regulatory changes, and technological advancements in the insurance industry. Evaluate and recommend innovative solutions to enhance the global insurance team's best practices. YOU'RE GOOD AT Demonstrates a strong ability to work within a team, values diverse perspectives, open communication and an environment of shared success Proactive; self-starter, capable of managing multiple tasks efficiently and producing high-quality work independently Strong communication skills, with the ability to articulate complex insurance and risk management concepts clearly to diverse audiences Champion the adoption and implementation of innovative tools and technologies Risk management mindset; proactively anticipate issues and developing potential effective solutions What You'll Bring Bachelor's degree in Risk Management, Finance, Business Administration, or related field 5 to 7 years of relevant experience in risk management and insurance, within a large corporate risk management department, insurance brokerage firm, or an insurance company; global and international program experience preferred Risk management designation/certification (CPCU/ARM) or working towards designation desirable Experience with Risk Management Information Systems, specifically Origami, a plus Who You'll Work With You will join a dynamic six-person global insurance team, positioned within the larger legal team, where you will collaborate across BCG teams and functions including finance, global security, global real estate, procurement, etc. playing a pivotal role in advancing our team's strategic objectives. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
May 31, 2026
Full time
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As an Insurance Manager in the Global Insurance team, you will be critical to ensuring we meet our strategic objectives. This key role supports the Senior Insurance team in the execution and administration of the global non-benefits insurance programs. You will work across BCG teams and functions to support our business growth, provide insurance expertise, and leverage new ways of working. WHAT YOU'LL DO Assist with the execution and administration of the global financial lines' insurance programs including Professional Indemnity, Cyber, D&O/EPL, Crime, Fiduciary and other specialty insurance to ensure programs align with overall objectives; Lead collection and organization of annual exposure data from key stakeholders, facilitating effective risk analysis and strategic decision-making and act as primary liaison between Global Insurance and Legal Operations, ensuring effective management of Risk Management Information System (Origami); Advise local office affiliates regarding their insurance requirements and potential coverage options, ensuring tailored solutions that align with global standards and local needs in collaboration with Senior Global Insurance team; Assist with thorough reviews of contracts to ensure insurance requirements are properly addressed and comply with established policies and standards; Actively engage in supporting education and training programs designed to elevate understanding and implementation of insurance best practices throughout the organization to foster a culture of proactive risk management and informed insurance decision-making; Refine and enhance the existing knowledge reference library for the global insurance team and key stakeholders, ensuring access to current and relevant insurance information, policies, and procedures; Keep abreast of industry trends, regulatory changes, and technological advancements in the insurance industry. Evaluate and recommend innovative solutions to enhance the global insurance team's best practices. YOU'RE GOOD AT Demonstrates a strong ability to work within a team, values diverse perspectives, open communication and an environment of shared success Proactive; self-starter, capable of managing multiple tasks efficiently and producing high-quality work independently Strong communication skills, with the ability to articulate complex insurance and risk management concepts clearly to diverse audiences Champion the adoption and implementation of innovative tools and technologies Risk management mindset; proactively anticipate issues and developing potential effective solutions What You'll Bring Bachelor's degree in Risk Management, Finance, Business Administration, or related field 5 to 7 years of relevant experience in risk management and insurance, within a large corporate risk management department, insurance brokerage firm, or an insurance company; global and international program experience preferred Risk management designation/certification (CPCU/ARM) or working towards designation desirable Experience with Risk Management Information Systems, specifically Origami, a plus Who You'll Work With You will join a dynamic six-person global insurance team, positioned within the larger legal team, where you will collaborate across BCG teams and functions including finance, global security, global real estate, procurement, etc. playing a pivotal role in advancing our team's strategic objectives. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As an Insurance Manager in the Global Insurance team, you will be critical to ensuring we meet our strategic objectives. This key role supports the Senior Insurance team in the execution and administration of the global non-benefits insurance programs. You will work across BCG teams and functions to support our business growth, provide insurance expertise, and leverage new ways of working. WHAT YOU'LL DO Assist with the execution and administration of the global financial lines' insurance programs including Professional Indemnity, Cyber, D&O/EPL, Crime, Fiduciary and other specialty insurance to ensure programs align with overall objectives; Lead collection and organization of annual exposure data from key stakeholders, facilitating effective risk analysis and strategic decision-making and act as primary liaison between Global Insurance and Legal Operations, ensuring effective management of Risk Management Information System (Origami); Advise local office affiliates regarding their insurance requirements and potential coverage options, ensuring tailored solutions that align with global standards and local needs in collaboration with Senior Global Insurance team; Assist with thorough reviews of contracts to ensure insurance requirements are properly addressed and comply with established policies and standards; Actively engage in supporting education and training programs designed to elevate understanding and implementation of insurance best practices throughout the organization to foster a culture of proactive risk management and informed insurance decision-making; Refine and enhance the existing knowledge reference library for the global insurance team and key stakeholders, ensuring access to current and relevant insurance information, policies, and procedures; Keep abreast of industry trends, regulatory changes, and technological advancements in the insurance industry. Evaluate and recommend innovative solutions to enhance the global insurance team's best practices. YOU'RE GOOD AT Demonstrates a strong ability to work within a team, values diverse perspectives, open communication and an environment of shared success Proactive; self-starter, capable of managing multiple tasks efficiently and producing high-quality work independently Strong communication skills, with the ability to articulate complex insurance and risk management concepts clearly to diverse audiences Champion the adoption and implementation of innovative tools and technologies Risk management mindset; proactively anticipate issues and developing potential effective solutions What You'll Bring Bachelor's degree in Risk Management, Finance, Business Administration, or related field 5 to 7 years of relevant experience in risk management and insurance, within a large corporate risk management department, insurance brokerage firm, or an insurance company; global and international program experience preferred Risk management designation/certification (CPCU/ARM) or working towards designation desirable Experience with Risk Management Information Systems, specifically Origami, a plus Who You'll Work With You will join a dynamic six-person global insurance team, positioned within the larger legal team, where you will collaborate across BCG teams and functions including finance, global security, global real estate, procurement, etc. playing a pivotal role in advancing our team's strategic objectives. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
May 31, 2026
Full time
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As an Insurance Manager in the Global Insurance team, you will be critical to ensuring we meet our strategic objectives. This key role supports the Senior Insurance team in the execution and administration of the global non-benefits insurance programs. You will work across BCG teams and functions to support our business growth, provide insurance expertise, and leverage new ways of working. WHAT YOU'LL DO Assist with the execution and administration of the global financial lines' insurance programs including Professional Indemnity, Cyber, D&O/EPL, Crime, Fiduciary and other specialty insurance to ensure programs align with overall objectives; Lead collection and organization of annual exposure data from key stakeholders, facilitating effective risk analysis and strategic decision-making and act as primary liaison between Global Insurance and Legal Operations, ensuring effective management of Risk Management Information System (Origami); Advise local office affiliates regarding their insurance requirements and potential coverage options, ensuring tailored solutions that align with global standards and local needs in collaboration with Senior Global Insurance team; Assist with thorough reviews of contracts to ensure insurance requirements are properly addressed and comply with established policies and standards; Actively engage in supporting education and training programs designed to elevate understanding and implementation of insurance best practices throughout the organization to foster a culture of proactive risk management and informed insurance decision-making; Refine and enhance the existing knowledge reference library for the global insurance team and key stakeholders, ensuring access to current and relevant insurance information, policies, and procedures; Keep abreast of industry trends, regulatory changes, and technological advancements in the insurance industry. Evaluate and recommend innovative solutions to enhance the global insurance team's best practices. YOU'RE GOOD AT Demonstrates a strong ability to work within a team, values diverse perspectives, open communication and an environment of shared success Proactive; self-starter, capable of managing multiple tasks efficiently and producing high-quality work independently Strong communication skills, with the ability to articulate complex insurance and risk management concepts clearly to diverse audiences Champion the adoption and implementation of innovative tools and technologies Risk management mindset; proactively anticipate issues and developing potential effective solutions What You'll Bring Bachelor's degree in Risk Management, Finance, Business Administration, or related field 5 to 7 years of relevant experience in risk management and insurance, within a large corporate risk management department, insurance brokerage firm, or an insurance company; global and international program experience preferred Risk management designation/certification (CPCU/ARM) or working towards designation desirable Experience with Risk Management Information Systems, specifically Origami, a plus Who You'll Work With You will join a dynamic six-person global insurance team, positioned within the larger legal team, where you will collaborate across BCG teams and functions including finance, global security, global real estate, procurement, etc. playing a pivotal role in advancing our team's strategic objectives. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
EMEA Macro Trader page is loaded EMEA Macro Traderlocations: London, United Kingdomtime type: Full timeposted on: Posted Yesterdayjob requisition id: R94064# Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the RoleWe are seeking to hire a Macro Trader to focus on execution of orders from portfolio managers across our global book of business with an emphasis on Foreign Exchange (FX), Global Rates or Commodities. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. The Trader will work collaboratively with our global trading teams located in Boston, London, and Hong Kong.Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.Wellington Management's Trading Department employs over 60 traders globally, including more than 20 Macro Traders focused on Global Rates, FX, Commodities, Emerging Market Debt and Repo. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the "business" of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.The following essential skills are required for the role: Superior trade execution skills - The Trader will execute orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. The ideal candidate will employ a mixture of both high- and low-touch execution methods for all relevant accounts under management. In addition, the Trader will gather, analyze, and disseminate pertinent market, sector and instrument related information that identifies actionable investment opportunities. Over time, the successful candidate will develop an in-depth understanding of the various investment philosophies of our portfolio management teams in order to add to the investment dialogue of the team. Monitoring and improving efforts to enhance efficiency while mitigating risk is critical. Superior collaboration skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of responsibility. The Trader will build strong trusting relationships externally with counterparties and other market participants as well as internally with portfolio managers, strategists, analysts, and other traders. Through their relationships, the ideal candidate will solicit potential trade interest from portfolio managers internally and locate external supply. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Trader must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a trader is required. The successful candidate will have a global perspective and creative approach for thinking about innovation and the evolution of investment products and market structures.A successful candidate should have the following qualifications: • Minimum of 2 years' relevant experience trading currency, rates or commodity markets. Experience trading a wide array of instruments would be additive; • Strong academic credentials: an undergraduate degree is required; CFA/Masters degree would be viewed favorably; • Strong analytical skills and an ability to apply those skills in a highly practical fashion; • A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency; • Working knowledge of programming languages (SQL, Python, R, MATLAB, etc.) and data analysis/visualization tools (Tableau, Qlik, etc.) in a financial markets' context would be additive; • A self-starter attitude and ability to proactively identify, review and lead efforts to improve our processes; • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority; • Strong work ethic; • Ability to work quickly and accurately in a fast-paced, dynamic environment; and • A precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
May 29, 2026
Full time
EMEA Macro Trader page is loaded EMEA Macro Traderlocations: London, United Kingdomtime type: Full timeposted on: Posted Yesterdayjob requisition id: R94064# Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the RoleWe are seeking to hire a Macro Trader to focus on execution of orders from portfolio managers across our global book of business with an emphasis on Foreign Exchange (FX), Global Rates or Commodities. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. The Trader will work collaboratively with our global trading teams located in Boston, London, and Hong Kong.Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.Wellington Management's Trading Department employs over 60 traders globally, including more than 20 Macro Traders focused on Global Rates, FX, Commodities, Emerging Market Debt and Repo. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the "business" of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.The following essential skills are required for the role: Superior trade execution skills - The Trader will execute orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. The ideal candidate will employ a mixture of both high- and low-touch execution methods for all relevant accounts under management. In addition, the Trader will gather, analyze, and disseminate pertinent market, sector and instrument related information that identifies actionable investment opportunities. Over time, the successful candidate will develop an in-depth understanding of the various investment philosophies of our portfolio management teams in order to add to the investment dialogue of the team. Monitoring and improving efforts to enhance efficiency while mitigating risk is critical. Superior collaboration skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of responsibility. The Trader will build strong trusting relationships externally with counterparties and other market participants as well as internally with portfolio managers, strategists, analysts, and other traders. Through their relationships, the ideal candidate will solicit potential trade interest from portfolio managers internally and locate external supply. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the Trader must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a trader is required. The successful candidate will have a global perspective and creative approach for thinking about innovation and the evolution of investment products and market structures.A successful candidate should have the following qualifications: • Minimum of 2 years' relevant experience trading currency, rates or commodity markets. Experience trading a wide array of instruments would be additive; • Strong academic credentials: an undergraduate degree is required; CFA/Masters degree would be viewed favorably; • Strong analytical skills and an ability to apply those skills in a highly practical fashion; • A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency; • Working knowledge of programming languages (SQL, Python, R, MATLAB, etc.) and data analysis/visualization tools (Tableau, Qlik, etc.) in a financial markets' context would be additive; • A self-starter attitude and ability to proactively identify, review and lead efforts to improve our processes; • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority; • Strong work ethic; • Ability to work quickly and accurately in a fast-paced, dynamic environment; and • A precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
A leading fiduciary services provider in the United Kingdom is looking for a Senior Manager to join their Fund and Corporate Services team. The role involves supporting Client Directors, managing staff productivity, and ensuring compliance with company policies. Candidates should have a strong background in fiduciary services, at least five years of senior experience, and hold relevant certifications such as ACCA, ICSA, CISI, or STEP. This position is key to driving business performance and governance.
May 29, 2026
Full time
A leading fiduciary services provider in the United Kingdom is looking for a Senior Manager to join their Fund and Corporate Services team. The role involves supporting Client Directors, managing staff productivity, and ensuring compliance with company policies. Candidates should have a strong background in fiduciary services, at least five years of senior experience, and hold relevant certifications such as ACCA, ICSA, CISI, or STEP. This position is key to driving business performance and governance.
Overview Our client, an international provider of fiduciary services, is seeking to appoint a Senior Manager within their Fund and Corporate Services team. Responsibilities The successful candidate will be expected to provide ongoing support to the Client Directors of the Company by being proactive in their approach to management of staff to ensure they uphold the policies and procedures of the company as a whole. You will also be expected to have worked at a senior level in another financial institution and will ideally have previous portfolio management experience. Other desirable areas of expertise are:- fee billing staff productivity oversight new business committee managing SLA's KPI's risk/corporate governance Qualifications Applicants must hold either ACCA, ICSA, CISI or STEP and have at least 5 years' exposure in a senior position within fiduciary services to be considered for this role. Eligibility Please note that we can only accept candidates who hold either entitled or entitled to work residential status in Jersey. Contact For further information please contact Faron Le Prevost on or e mail your current CV and any relevant information to . Data Privacy & Legal AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at
May 29, 2026
Full time
Overview Our client, an international provider of fiduciary services, is seeking to appoint a Senior Manager within their Fund and Corporate Services team. Responsibilities The successful candidate will be expected to provide ongoing support to the Client Directors of the Company by being proactive in their approach to management of staff to ensure they uphold the policies and procedures of the company as a whole. You will also be expected to have worked at a senior level in another financial institution and will ideally have previous portfolio management experience. Other desirable areas of expertise are:- fee billing staff productivity oversight new business committee managing SLA's KPI's risk/corporate governance Qualifications Applicants must hold either ACCA, ICSA, CISI or STEP and have at least 5 years' exposure in a senior position within fiduciary services to be considered for this role. Eligibility Please note that we can only accept candidates who hold either entitled or entitled to work residential status in Jersey. Contact For further information please contact Faron Le Prevost on or e mail your current CV and any relevant information to . Data Privacy & Legal AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at
Job Summary The Executive Director will play a critical role in shaping the organisation's success. They combine strategic thinking, leadership, and operational expertise to drive outcomes that deliver the IWM vision & purpose and achieve the organisation's mission. The role of Executive Director, Governance & Resources will lead our governance and resources strategy and the teams focused on ensuring this is a well-run organisation that champions contemporary methodologies, systems and processes to meet IWM's people, legal and statutory obligations. Through world class delivery of governance and support services the role holder will create a client/supplier model where support services partner to other directorates to enable them to meet the strategic goals. The role holder will lead a team of over c130 professionals, be accountable to the Executive Team and Trustees for ensuring IWM fulfils all its obligations and fulfils its vision and purpose. This job description is not all encompassing. Over time the emphasis of the job may change without changing the general character of the job. Your duties may be reviewed from time to time and revised and updated in consultation with you to reflect appropriate changes. The Departments in the Directorate include: Finance Procurement & Legal counsel IT & AV Masterplanning Governance Fundraising & development Estate & Environmental sustainability People & Culture (For matters related to Remuneration Committee, Nomination Committee, executive leadership, organisation design and structure, Director People & Culture reports direct to DG) Responsibilities & Key Duties Strategic Vision and Leadership: Develop and implement strategies to promote the IWMs vision and purpose Collaborate with the Executive Leadership Team (ELT) and Trustees to set strategic goals and objectives. Lead the organisation by providing visionary leadership. Operational Management: Oversee day-to-day activities, ensuring efficient operations. Improve performance across all departments setting ambitious goals and ensuring objectives align to the corporate plan Develop and maintain organisational culture. Work with internal functions using a client/supplier methodology to generate solutions and work alongside functions. Develop and promote a 'no silo' mentality across all work locations and functions and providing advice and support to directors and managers to enable them to work without barriers. Ensure IWM uses benchmarking to compare its offerings to industry leading examples inside and outside the museum and heritage sector to ensure IWM remains an example for other organisations to aspire to. Develop governance practices and interventions to ensure value to the organisation by providing good guard rails, reporting accountability and liaison with Trustees to demonstrate IWM fulfils its regulatory and fiduciary responsibilities. Financial Management: Lead the financial reporting and accountabilities with DCMS. Liaise with Internal and External auditors to ensure the best outcomes for IWM. Ensure cost management and budget activities are understood at an executive level; provide a strategic understanding of the financial sustainability of IWM and enable constructive and effective decision making to aid leadership managing operations and planning for the future. Lead the management of budgets, financial planning, and resource allocation. Lead the effective monitoring of financial management performance and the timetable of review and reporting for Executives and Trustees. Make data-driven decisions to ensure IWM acts using objective criteria. Stakeholder Relations: Build and maintain relationships with internal and external stakeholders, including Trustees, regulatory bodies, cultural partners, philanthropic investors, and community members to ensure IWM remains relevant to all audiences through its audience engagement. Represent the organisation externally with regulators, and other significant bodies. Support Trustees in their management of risks and mitigations. Team Leadership: Provide guidance and coaching to subordinate managers. Develop management mechanisms supporting two ways relationship based on trust and professional ethic. Expect high standards from all team members. Foster an effective team of leaders and grow future talent. Strategic Planning: Implement strategic plans for organisational development. Ensure alignment with long-term goals through alignment of local objectives to the corporate plan. Develop a strategic plan for the directorate. You can read about IWM and the work we do on our website .
May 29, 2026
Full time
Job Summary The Executive Director will play a critical role in shaping the organisation's success. They combine strategic thinking, leadership, and operational expertise to drive outcomes that deliver the IWM vision & purpose and achieve the organisation's mission. The role of Executive Director, Governance & Resources will lead our governance and resources strategy and the teams focused on ensuring this is a well-run organisation that champions contemporary methodologies, systems and processes to meet IWM's people, legal and statutory obligations. Through world class delivery of governance and support services the role holder will create a client/supplier model where support services partner to other directorates to enable them to meet the strategic goals. The role holder will lead a team of over c130 professionals, be accountable to the Executive Team and Trustees for ensuring IWM fulfils all its obligations and fulfils its vision and purpose. This job description is not all encompassing. Over time the emphasis of the job may change without changing the general character of the job. Your duties may be reviewed from time to time and revised and updated in consultation with you to reflect appropriate changes. The Departments in the Directorate include: Finance Procurement & Legal counsel IT & AV Masterplanning Governance Fundraising & development Estate & Environmental sustainability People & Culture (For matters related to Remuneration Committee, Nomination Committee, executive leadership, organisation design and structure, Director People & Culture reports direct to DG) Responsibilities & Key Duties Strategic Vision and Leadership: Develop and implement strategies to promote the IWMs vision and purpose Collaborate with the Executive Leadership Team (ELT) and Trustees to set strategic goals and objectives. Lead the organisation by providing visionary leadership. Operational Management: Oversee day-to-day activities, ensuring efficient operations. Improve performance across all departments setting ambitious goals and ensuring objectives align to the corporate plan Develop and maintain organisational culture. Work with internal functions using a client/supplier methodology to generate solutions and work alongside functions. Develop and promote a 'no silo' mentality across all work locations and functions and providing advice and support to directors and managers to enable them to work without barriers. Ensure IWM uses benchmarking to compare its offerings to industry leading examples inside and outside the museum and heritage sector to ensure IWM remains an example for other organisations to aspire to. Develop governance practices and interventions to ensure value to the organisation by providing good guard rails, reporting accountability and liaison with Trustees to demonstrate IWM fulfils its regulatory and fiduciary responsibilities. Financial Management: Lead the financial reporting and accountabilities with DCMS. Liaise with Internal and External auditors to ensure the best outcomes for IWM. Ensure cost management and budget activities are understood at an executive level; provide a strategic understanding of the financial sustainability of IWM and enable constructive and effective decision making to aid leadership managing operations and planning for the future. Lead the management of budgets, financial planning, and resource allocation. Lead the effective monitoring of financial management performance and the timetable of review and reporting for Executives and Trustees. Make data-driven decisions to ensure IWM acts using objective criteria. Stakeholder Relations: Build and maintain relationships with internal and external stakeholders, including Trustees, regulatory bodies, cultural partners, philanthropic investors, and community members to ensure IWM remains relevant to all audiences through its audience engagement. Represent the organisation externally with regulators, and other significant bodies. Support Trustees in their management of risks and mitigations. Team Leadership: Provide guidance and coaching to subordinate managers. Develop management mechanisms supporting two ways relationship based on trust and professional ethic. Expect high standards from all team members. Foster an effective team of leaders and grow future talent. Strategic Planning: Implement strategic plans for organisational development. Ensure alignment with long-term goals through alignment of local objectives to the corporate plan. Develop a strategic plan for the directorate. You can read about IWM and the work we do on our website .
The Opportunity We are seeking an ambitious and commercially driven Private Wealth Recruitment Consultant to join our growing International Search & Selection team. This role focuses on recruiting professionals across the global Private Wealth, Trust & Corporate Services, Funds and Relationship Management markets. Working with clients across key international financial centres including the Channel Islands, Isle of Man, Luxembourg, Cayman Islands, Bermuda, Singapore, Hong Kong, Dubai and beyond, you will play a pivotal role in connecting exceptional talent with world-class organisations. This is an opportunity to build a truly international desk within a business that already has a strong reputation and established client relationships across the sector. Key Responsibilities Business Development Develop and grow relationships with Private Wealth, Trust, Corporate Services and Funds organisations globally. Identify and win new business opportunities through proactive market engagement and networking. Build long-term partnerships with senior hiring managers and business leaders. Represent Meraki Talent at industry events, conferences and networking forums. Recruitment Delivery Manage end-to-end recruitment assignments across permanent and retained search mandates. Source, assess and engage high-calibre professionals across: Trust Administration Fiduciary Services Corporate Services Fund Administration Fund Governance Investor Services Relationship Management Private Client Services Compliance and Risk Executive Leadership Conduct competency-based interviews and detailed candidate assessments. Deliver consultative market intelligence, salary benchmarking and hiring insights to clients. Talent Network Development Build and maintain a global network of professionals across key international jurisdictions. Develop talent pipelines for future hiring needs. Support candidates throughout the recruitment journey, including relocation opportunities and international career moves. Market Expertise Become a recognised specialist within the global Private Wealth and Fiduciary Services market. Stay abreast of market trends, regulatory developments and talent movements. Produce market mapping and talent intelligence reports for clients. What Success Looks Like Consistently delivering high-quality placements across international markets. Building a sustainable portfolio of clients and candidate relationships. Becoming a trusted advisor within the Private Wealth and Trust sector. Contributing to the growth and reputation of Meraki Talent's International Search & Selection division. Demonstrating our values through every client and candidate interaction. About You We are interested in speaking with individuals who are: Essential Experienced recruiters with a proven track record in professional services, financial services or international recruitment. Strong relationship builders with excellent communication and influencing skills. Commercially minded with a passion for business development. Motivated by achieving ambitious goals and delivering exceptional outcomes. Highly organised with strong attention to detail. Comfortable working in a fast-paced, target-driven environment. Desirable Previous experience recruiting within Private Wealth, Trust, Corporate Services, Funds or Financial Services. Knowledge of offshore and international financial centres. Experience managing retained or executive search assignments. International recruitment experience. Why Join Meraki Talent? At Meraki Talent, we're not just another recruitment business. We are a high-performance, high-impact team shaping the future of talent acquisition. We offer an environment where ambitious people thrive. What We Offer Opportunity to build a genuinely international specialist recruitment desk. Access to an established client base and global talent networks. Market-leading recruitment technology and sourcing tools. Structured career progression with clear pathways to Senior Consultant, Manager and Director level. Industry-leading commission and incentive schemes. Ongoing training, coaching and leadership development. Hybrid working and flexible location across Edinburgh, Glasgow or London. A collaborative culture built around integrity, expertise and shared success. The opportunity to make a real impact on careers, businesses and communities. If you want to have an informal chat, please drop our CEO Andrew Welsh a note in the strictest confidence on
May 28, 2026
Full time
The Opportunity We are seeking an ambitious and commercially driven Private Wealth Recruitment Consultant to join our growing International Search & Selection team. This role focuses on recruiting professionals across the global Private Wealth, Trust & Corporate Services, Funds and Relationship Management markets. Working with clients across key international financial centres including the Channel Islands, Isle of Man, Luxembourg, Cayman Islands, Bermuda, Singapore, Hong Kong, Dubai and beyond, you will play a pivotal role in connecting exceptional talent with world-class organisations. This is an opportunity to build a truly international desk within a business that already has a strong reputation and established client relationships across the sector. Key Responsibilities Business Development Develop and grow relationships with Private Wealth, Trust, Corporate Services and Funds organisations globally. Identify and win new business opportunities through proactive market engagement and networking. Build long-term partnerships with senior hiring managers and business leaders. Represent Meraki Talent at industry events, conferences and networking forums. Recruitment Delivery Manage end-to-end recruitment assignments across permanent and retained search mandates. Source, assess and engage high-calibre professionals across: Trust Administration Fiduciary Services Corporate Services Fund Administration Fund Governance Investor Services Relationship Management Private Client Services Compliance and Risk Executive Leadership Conduct competency-based interviews and detailed candidate assessments. Deliver consultative market intelligence, salary benchmarking and hiring insights to clients. Talent Network Development Build and maintain a global network of professionals across key international jurisdictions. Develop talent pipelines for future hiring needs. Support candidates throughout the recruitment journey, including relocation opportunities and international career moves. Market Expertise Become a recognised specialist within the global Private Wealth and Fiduciary Services market. Stay abreast of market trends, regulatory developments and talent movements. Produce market mapping and talent intelligence reports for clients. What Success Looks Like Consistently delivering high-quality placements across international markets. Building a sustainable portfolio of clients and candidate relationships. Becoming a trusted advisor within the Private Wealth and Trust sector. Contributing to the growth and reputation of Meraki Talent's International Search & Selection division. Demonstrating our values through every client and candidate interaction. About You We are interested in speaking with individuals who are: Essential Experienced recruiters with a proven track record in professional services, financial services or international recruitment. Strong relationship builders with excellent communication and influencing skills. Commercially minded with a passion for business development. Motivated by achieving ambitious goals and delivering exceptional outcomes. Highly organised with strong attention to detail. Comfortable working in a fast-paced, target-driven environment. Desirable Previous experience recruiting within Private Wealth, Trust, Corporate Services, Funds or Financial Services. Knowledge of offshore and international financial centres. Experience managing retained or executive search assignments. International recruitment experience. Why Join Meraki Talent? At Meraki Talent, we're not just another recruitment business. We are a high-performance, high-impact team shaping the future of talent acquisition. We offer an environment where ambitious people thrive. What We Offer Opportunity to build a genuinely international specialist recruitment desk. Access to an established client base and global talent networks. Market-leading recruitment technology and sourcing tools. Structured career progression with clear pathways to Senior Consultant, Manager and Director level. Industry-leading commission and incentive schemes. Ongoing training, coaching and leadership development. Hybrid working and flexible location across Edinburgh, Glasgow or London. A collaborative culture built around integrity, expertise and shared success. The opportunity to make a real impact on careers, businesses and communities. If you want to have an informal chat, please drop our CEO Andrew Welsh a note in the strictest confidence on
Private Client Tax - Senior Manager Location: Reigate Hybrid & Flexible Working Available A high-quality and rapidly growing private client tax advisory practice is seeking an experienced Private Client Tax Senior Manager to join its expanding UK team. This role offers the opportunity to work with complex, internationally connected clients while playing a key role in the development of a growing private client offering. This is an ideal opportunity for an established Senior Manager (or a strong Manager ready to step up) who enjoys advisory-led private client work, values autonomy, and wants to influence the growth and direction of a practice. The Role As Private Client Tax Senior Manager, you will advise high-net-worth and ultra-high-net-worth individuals, families and entrepreneurs on a broad range of UK private client tax matters. You will manage complex client relationships, oversee compliance delivery, contribute to advisory and planning projects, and support the development of junior team members. You will work closely with colleagues across fiduciary, trust and corporate services, with regular exposure to international and cross-border structures. Key Responsibilities Private Client Advisory & Compliance Provide high-quality UK tax compliance and advisory services to HNW and UHNW clients, including UK residents, non-residents and internationally mobile individuals Advise on income tax and CGT planning, inheritance tax and succession planning, residence and domicile matters, and pre-arrival/departure planning Support clients with international wealth structures and cross-border tax considerations Review and oversee UK personal tax returns, trust tax returns and related computations Remain up to date with UK tax legislation, HMRC guidance and relevant reporting requirements Client Relationship Management Act as the primary point of contact for a complex portfolio of private clients Build long-term trusted relationships through proactive, commercially focused advice Liaise with trustees, investment managers, legal advisers and other intermediaries as required Team Leadership & Development Supervise, mentor and support junior members of the tax team Contribute to training, technical development and knowledge sharing Work closely with senior leadership to support the growth and direction of the UK private client team Business Development & Profile Building Identify opportunities to expand advisory work within existing client relationships Contribute to thought leadership, technical updates and client communications Support networking and market-facing initiatives Skills & Experience Essential CTA, ATT or equivalent professional qualification Significant UK private client tax experience (typically 5-8+ years) Strong technical knowledge across UK personal tax, trusts and estates, with an understanding of international considerations Proven ability to manage a client portfolio independently What's on Offer Competitive salary dependent on experience Clear progression and long-term development opportunities High-quality advisory-focused private client work Hybrid working (up to 2 days per week from home) and flexible working arrangements Supportive, collaborative culture within a growing practice How to Apply If you're a private client tax professional looking to step into a senior, advisory-focused role within a growing and ambitious practice, we'd be delighted to hear from you.
May 04, 2026
Full time
Private Client Tax - Senior Manager Location: Reigate Hybrid & Flexible Working Available A high-quality and rapidly growing private client tax advisory practice is seeking an experienced Private Client Tax Senior Manager to join its expanding UK team. This role offers the opportunity to work with complex, internationally connected clients while playing a key role in the development of a growing private client offering. This is an ideal opportunity for an established Senior Manager (or a strong Manager ready to step up) who enjoys advisory-led private client work, values autonomy, and wants to influence the growth and direction of a practice. The Role As Private Client Tax Senior Manager, you will advise high-net-worth and ultra-high-net-worth individuals, families and entrepreneurs on a broad range of UK private client tax matters. You will manage complex client relationships, oversee compliance delivery, contribute to advisory and planning projects, and support the development of junior team members. You will work closely with colleagues across fiduciary, trust and corporate services, with regular exposure to international and cross-border structures. Key Responsibilities Private Client Advisory & Compliance Provide high-quality UK tax compliance and advisory services to HNW and UHNW clients, including UK residents, non-residents and internationally mobile individuals Advise on income tax and CGT planning, inheritance tax and succession planning, residence and domicile matters, and pre-arrival/departure planning Support clients with international wealth structures and cross-border tax considerations Review and oversee UK personal tax returns, trust tax returns and related computations Remain up to date with UK tax legislation, HMRC guidance and relevant reporting requirements Client Relationship Management Act as the primary point of contact for a complex portfolio of private clients Build long-term trusted relationships through proactive, commercially focused advice Liaise with trustees, investment managers, legal advisers and other intermediaries as required Team Leadership & Development Supervise, mentor and support junior members of the tax team Contribute to training, technical development and knowledge sharing Work closely with senior leadership to support the growth and direction of the UK private client team Business Development & Profile Building Identify opportunities to expand advisory work within existing client relationships Contribute to thought leadership, technical updates and client communications Support networking and market-facing initiatives Skills & Experience Essential CTA, ATT or equivalent professional qualification Significant UK private client tax experience (typically 5-8+ years) Strong technical knowledge across UK personal tax, trusts and estates, with an understanding of international considerations Proven ability to manage a client portfolio independently What's on Offer Competitive salary dependent on experience Clear progression and long-term development opportunities High-quality advisory-focused private client work Hybrid working (up to 2 days per week from home) and flexible working arrangements Supportive, collaborative culture within a growing practice How to Apply If you're a private client tax professional looking to step into a senior, advisory-focused role within a growing and ambitious practice, we'd be delighted to hear from you.
Our Client is a leading, long-established multijurisdictional Trust and Corporate Service Provider. Their IOM office is now seeking an experienced Senior Manager to join the Trust & Corporate Services team. The Senior Manager will be responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. A large part of the role is to establish and develop client relationships, engage actively with the development of new business and build the reputation of the company as a client focused business who meet and exceed client expectations. The ideal candidate for the role of Senior Manager will have: Relevant professional qualification e.g. CGI, ACCA, STEP Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel Detailed understanding of fiduciary services business including the regulatory requirements Ability to work under pressure & meet deadlines Excellent written & verbal communication skills Ability to work accurately with good attention to detail A flexible attitude towards work and a willingness to assist other members of the team as required Excellent time management, prioritisation and organisational skills Demonstrate drive, ambition & willingness to learn Understand the importance of consistently delivering high standards in a customer service role A proactive approach to work & the ability to work under own initiative Positive attitude with problem solving ability Strong management skills and a proven track record in successfully managing a team Strong leadership qualities & the ability to lead by example
Apr 27, 2026
Full time
Our Client is a leading, long-established multijurisdictional Trust and Corporate Service Provider. Their IOM office is now seeking an experienced Senior Manager to join the Trust & Corporate Services team. The Senior Manager will be responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. A large part of the role is to establish and develop client relationships, engage actively with the development of new business and build the reputation of the company as a client focused business who meet and exceed client expectations. The ideal candidate for the role of Senior Manager will have: Relevant professional qualification e.g. CGI, ACCA, STEP Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel Detailed understanding of fiduciary services business including the regulatory requirements Ability to work under pressure & meet deadlines Excellent written & verbal communication skills Ability to work accurately with good attention to detail A flexible attitude towards work and a willingness to assist other members of the team as required Excellent time management, prioritisation and organisational skills Demonstrate drive, ambition & willingness to learn Understand the importance of consistently delivering high standards in a customer service role A proactive approach to work & the ability to work under own initiative Positive attitude with problem solving ability Strong management skills and a proven track record in successfully managing a team Strong leadership qualities & the ability to lead by example
