Client Manager Full Time, Permanent £50,000 - £55,000 North London "A fiduciary standard means, basically, put the interests of the client first. No excuses. Period. - John C. Bogle Sheridan Maine is delighted to be working with a well-established Chartered Accountancy practice based in North London, which is looking for an experienced Client Manager to join its team. This is an excellent opportunity for a qualified accountant with at least five years' solid post-qualification experience who is confident managing a portfolio of clients independently and enjoys working across accounts, audit and tax. The Role As Client Manager, you will take responsibility for your own portfolio of clients, acting as a key point of contact and ensuring a high standard of service is delivered across a range of accounting and compliance requirements. Your responsibilities will include: Managing a portfolio of clients independently, building strong and trusted relationships. Preparing and reviewing accounts for a varied portfolio of clients, which will form the majority of the role. Managing and running audit assignments, ensuring work is completed accurately and efficiently. Preparing corporation tax returns in conjunction with the limited company accounts. Independently preparing, collating and submitting personal tax returns to HMRC, with responsibility for a portfolio of approximately 70 returns. Reviewing VAT and Making Tax Digital (MTD) work and overseeing submissions, with occasional preparation where required. Liaising confidently with clients by telephone and email, responding to queries and providing a professional and proactive service. Working closely with colleagues across the practice to ensure client work is completed accurately and within agreed deadlines. Identifying opportunities to add value to client relationships and contributing to the continued development of the practice. The successful Client Manager will ideally have: A recognised accountancy qualification such as ACA or ACCA. At least five years' solid post-qualification experience, ideally gained within a UK Chartered Accountancy practice. Strong experience in accounts preparation, with the ability to review work where required. Previous experience of audit, corporation tax and personal tax. Experience preparing and submitting personal tax returns independently. Good knowledge of VAT and Making Tax Digital requirements. Excellent client-facing and communication skills, with confidence communicating by phone and email. The ability to manage a portfolio of clients independently and prioritise competing deadlines. A proactive, commercially aware and client-focused approach. What's on Offer: £50,000 - £55,000 salary, depending on experience Flexibility to consider candidates above the stated range for the right individual Full-time, permanent position Opportunity to manage your own portfolio of clients Varied role covering accounts, audit and tax Opportunity to join an established Chartered Accountancy practice in North London A client-facing role with genuine responsibility and autonomy If you're an experienced Client Manager, Accounts Manager or qualified accountant looking for a varied practice role where you can take ownership of your own portfolio, we'd love to hear from you. Apply today or contact Sheridan Maine for further information.
Aug 11, 2026
Full time
Client Manager Full Time, Permanent £50,000 - £55,000 North London "A fiduciary standard means, basically, put the interests of the client first. No excuses. Period. - John C. Bogle Sheridan Maine is delighted to be working with a well-established Chartered Accountancy practice based in North London, which is looking for an experienced Client Manager to join its team. This is an excellent opportunity for a qualified accountant with at least five years' solid post-qualification experience who is confident managing a portfolio of clients independently and enjoys working across accounts, audit and tax. The Role As Client Manager, you will take responsibility for your own portfolio of clients, acting as a key point of contact and ensuring a high standard of service is delivered across a range of accounting and compliance requirements. Your responsibilities will include: Managing a portfolio of clients independently, building strong and trusted relationships. Preparing and reviewing accounts for a varied portfolio of clients, which will form the majority of the role. Managing and running audit assignments, ensuring work is completed accurately and efficiently. Preparing corporation tax returns in conjunction with the limited company accounts. Independently preparing, collating and submitting personal tax returns to HMRC, with responsibility for a portfolio of approximately 70 returns. Reviewing VAT and Making Tax Digital (MTD) work and overseeing submissions, with occasional preparation where required. Liaising confidently with clients by telephone and email, responding to queries and providing a professional and proactive service. Working closely with colleagues across the practice to ensure client work is completed accurately and within agreed deadlines. Identifying opportunities to add value to client relationships and contributing to the continued development of the practice. The successful Client Manager will ideally have: A recognised accountancy qualification such as ACA or ACCA. At least five years' solid post-qualification experience, ideally gained within a UK Chartered Accountancy practice. Strong experience in accounts preparation, with the ability to review work where required. Previous experience of audit, corporation tax and personal tax. Experience preparing and submitting personal tax returns independently. Good knowledge of VAT and Making Tax Digital requirements. Excellent client-facing and communication skills, with confidence communicating by phone and email. The ability to manage a portfolio of clients independently and prioritise competing deadlines. A proactive, commercially aware and client-focused approach. What's on Offer: £50,000 - £55,000 salary, depending on experience Flexibility to consider candidates above the stated range for the right individual Full-time, permanent position Opportunity to manage your own portfolio of clients Varied role covering accounts, audit and tax Opportunity to join an established Chartered Accountancy practice in North London A client-facing role with genuine responsibility and autonomy If you're an experienced Client Manager, Accounts Manager or qualified accountant looking for a varied practice role where you can take ownership of your own portfolio, we'd love to hear from you. Apply today or contact Sheridan Maine for further information.
End Date Wednesday 12 August 2026 Salary Range £0 - £0 We support flexible working - for more information on flexible working options Flexible Working Options Hybrid Working Job Title Associate Director - Professional and Fiduciary Services (Parental Cover - 12-months FTC) Location London Hours Full Time Working Pattern Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office or meeting with clients. About This Opportunity Step into a pivotal role as an Associate Director within our leading Professional and Fiduciary Services team, where you'll have the chance to further strengthen and elevate our position within the sector. Our team supports a portfolio of high-profile, sophisticated clients generating more than £500 million in revenue across the Accountancy, Consultancy, Legal, Real Estate and Fiduciary Services sectors, spanning the UK, US and Crown Dependencies. The high-performing Professional & Fiduciary Services team is on an exciting journey, and this role offers the opportunity to lead key client relationships while helping shape the wider strategy and direction of the sector. You'll have the chance to make a tangible impact, driving commercial growth and innovation in a collaborative, forward-thinking environment, where topics such as AI, digital transformation and capital structure are increasingly shaping client discussions. Your accountabilities will include: Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs, connecting clients with the bank's product suite to support their objectives while meeting the bank's credit and profitability requirements. Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably. Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations, while demonstrating and embedding LBG Group Values. Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions with product partners. Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities within the sector. Develop a broad network of internal and external partners to build the team's profile across the Bank and in the wider market. Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives. What We Need From You Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years. Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements. Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks. A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions. Experience building networks and acting as an ambassador for the Bank in the external market. Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives. Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions. We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. This Is A Place For You Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. Benefits A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing 'significant harm' to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks. As a certified colleague your details will be published on the FCA's Financial Services Register. This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook. The Person ('P') performs the client-dealing FCA certification function for a firm if: (1) P is carrying out any of the activities in the table in SYSC 27.8.19R; and (2) those activities will involve P dealing with: (a) a person with or for whom those activities are carried out; or (b) the property of any such person; in a manner substantially connected with the carrying on of regulated activities by the firm. If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook (1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function. (2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future. For more Flexible Working Options please use the free text search, e.g. job sharing, variable hours, to identify relevant matches.
Jul 31, 2026
Full time
End Date Wednesday 12 August 2026 Salary Range £0 - £0 We support flexible working - for more information on flexible working options Flexible Working Options Hybrid Working Job Title Associate Director - Professional and Fiduciary Services (Parental Cover - 12-months FTC) Location London Hours Full Time Working Pattern Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office or meeting with clients. About This Opportunity Step into a pivotal role as an Associate Director within our leading Professional and Fiduciary Services team, where you'll have the chance to further strengthen and elevate our position within the sector. Our team supports a portfolio of high-profile, sophisticated clients generating more than £500 million in revenue across the Accountancy, Consultancy, Legal, Real Estate and Fiduciary Services sectors, spanning the UK, US and Crown Dependencies. The high-performing Professional & Fiduciary Services team is on an exciting journey, and this role offers the opportunity to lead key client relationships while helping shape the wider strategy and direction of the sector. You'll have the chance to make a tangible impact, driving commercial growth and innovation in a collaborative, forward-thinking environment, where topics such as AI, digital transformation and capital structure are increasingly shaping client discussions. Your accountabilities will include: Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs, connecting clients with the bank's product suite to support their objectives while meeting the bank's credit and profitability requirements. Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably. Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations, while demonstrating and embedding LBG Group Values. Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions with product partners. Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities within the sector. Develop a broad network of internal and external partners to build the team's profile across the Bank and in the wider market. Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives. What We Need From You Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years. Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements. Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks. A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions. Experience building networks and acting as an ambassador for the Bank in the external market. Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives. Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions. We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. This Is A Place For You Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. Benefits A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing 'significant harm' to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks. As a certified colleague your details will be published on the FCA's Financial Services Register. This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook. The Person ('P') performs the client-dealing FCA certification function for a firm if: (1) P is carrying out any of the activities in the table in SYSC 27.8.19R; and (2) those activities will involve P dealing with: (a) a person with or for whom those activities are carried out; or (b) the property of any such person; in a manner substantially connected with the carrying on of regulated activities by the firm. If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook (1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function. (2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future. For more Flexible Working Options please use the free text search, e.g. job sharing, variable hours, to identify relevant matches.
WELLINGTON MANAGEMENT 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 50 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. The Position We are seeking to hire an Emerging Market Debt Trader to execute orders from portfolio managers and analysts across our EMEA book of business. With a focus on hard currency debt markets including cash and derivatives but with scope for the right candidate to assist on local debt markets too. 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. This position is based in London and will be situated on the Trading Desk at our offices, which are located at Cardinal Place, 80 Victoria Street. This trader will be working 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 and operates in specialized teams according to sectors and products. 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. Responsibilities Principal responsibilities will include, but are not limited to: Executing EMD transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. Remaining informed of new product developments. Fostering new trading relationships and leveraging existing relationships. Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: Have a minimum of 5 years' relevant trading experience - ideally with a focus of trading $ debt markets within Emerging-Markets. Experience trading both cash and derivatives, and a wide array of instruments would be additive. Ability to work quickly and accurately in a fast-paced, dynamic environment. Demonstrate a high degree of accuracy in his/her work. Work well in a team oriented environment. Strong organizational and communication skills. Strong work ethic and attention to detail; 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. Strong analytical skills and an ability to apply those skills in a highly practical fashion. An attitude and practice of proactive idea generation and continuous review and improvement of our processes. Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. Strong quantitative skills, programming experience would be additive. A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. JOB TITLE EMEA Emerging Market Debt Trader JOB FAMILY Trading LOCATION London 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 considers all qualified applicants will receive 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. Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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. For more information, please visit
Jul 31, 2026
Full time
WELLINGTON MANAGEMENT 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 50 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. The Position We are seeking to hire an Emerging Market Debt Trader to execute orders from portfolio managers and analysts across our EMEA book of business. With a focus on hard currency debt markets including cash and derivatives but with scope for the right candidate to assist on local debt markets too. 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. This position is based in London and will be situated on the Trading Desk at our offices, which are located at Cardinal Place, 80 Victoria Street. This trader will be working 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 and operates in specialized teams according to sectors and products. 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. Responsibilities Principal responsibilities will include, but are not limited to: Executing EMD transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. Remaining informed of new product developments. Fostering new trading relationships and leveraging existing relationships. Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: Have a minimum of 5 years' relevant trading experience - ideally with a focus of trading $ debt markets within Emerging-Markets. Experience trading both cash and derivatives, and a wide array of instruments would be additive. Ability to work quickly and accurately in a fast-paced, dynamic environment. Demonstrate a high degree of accuracy in his/her work. Work well in a team oriented environment. Strong organizational and communication skills. Strong work ethic and attention to detail; 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. Strong analytical skills and an ability to apply those skills in a highly practical fashion. An attitude and practice of proactive idea generation and continuous review and improvement of our processes. Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. Strong quantitative skills, programming experience would be additive. A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. JOB TITLE EMEA Emerging Market Debt Trader JOB FAMILY Trading LOCATION London 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 considers all qualified applicants will receive 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. Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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. For more information, please visit
Associate Director - Professional and Fiduciary Services (Parental Cover - 12-months FTC)Applylocations: London: London 33 Old Broad Streettime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 13, 2026 (13 days left to apply)job requisition id: 159915 End Date Wednesday 12 August 2026 Salary Range £0 - £0 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working Job Description Summary . Job Description JOB TITLE: Associate Director - Professional and Fiduciary Services (Parental Cover - 12-months FTC) LOCATION: London HOURS: Full Time WORKING PATTERN: Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office or meeting with clients. About This Opportunity Step into a pivotal role as an Associate Director within our leading Professional and Fiduciary Services team, where you'll have the chance to further strengthen and elevate our position within the sector. Our team supports a portfolio of high-profile, sophisticated clients generating more than £500 million in revenue across the Accountancy, Consultancy, Legal, Real Estate and Fiduciary Services sectors, spanning the UK, US and Crown Dependencies.The high-performing Professional & Fiduciary Services team is on an exciting journey, and this role offers the opportunity to lead key client relationships while helping shape the wider strategy and direction of the sector. You'll have the chance to make a tangible impact, driving commercial growth and innovation in a collaborative, forward-thinking environment, where topics such as AI, digital transformation and capital structure are increasingly shaping client discussions. Your accountabilities will include: Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs, connecting clients with the Bank's product suite to support their objectives while meeting the Bank's credit and profitability requirements. Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably. Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations, while demonstrating and embedding LBG Group Values. Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions with product partners. Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities within the sector. Develop a broad network of internal and external partners to build the team's profile across the Bank and in the wider market. Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives. What We Need From You Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years. Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements. Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks. A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions. Experience building networks and acting as an ambassador for the Bank in the external market. Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives. Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions. We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. This Is A Place For You Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Ready to make an impact? Apply today! This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing 'significant harm' to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks As a certified colleague your details will be published on the FCA's Financial Services Register This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook The Person ("P") performs the client-dealing FCA certification function for a firm if:(1) P is carrying out any of the activities in the table in SYSC 27.8.19R; and(2) those activities will involve P dealing with:(a) a person with or for whom those activities are carried out; or(b) the property of any such person;in a manner substantially connected with the carrying on of regulated activities by the firm. If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook(1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.(2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Jul 31, 2026
Full time
Associate Director - Professional and Fiduciary Services (Parental Cover - 12-months FTC)Applylocations: London: London 33 Old Broad Streettime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 13, 2026 (13 days left to apply)job requisition id: 159915 End Date Wednesday 12 August 2026 Salary Range £0 - £0 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working Job Description Summary . Job Description JOB TITLE: Associate Director - Professional and Fiduciary Services (Parental Cover - 12-months FTC) LOCATION: London HOURS: Full Time WORKING PATTERN: Our work style is hybrid, which involves spending at least three days per week, or 60% of your time, at our London office or meeting with clients. About This Opportunity Step into a pivotal role as an Associate Director within our leading Professional and Fiduciary Services team, where you'll have the chance to further strengthen and elevate our position within the sector. Our team supports a portfolio of high-profile, sophisticated clients generating more than £500 million in revenue across the Accountancy, Consultancy, Legal, Real Estate and Fiduciary Services sectors, spanning the UK, US and Crown Dependencies.The high-performing Professional & Fiduciary Services team is on an exciting journey, and this role offers the opportunity to lead key client relationships while helping shape the wider strategy and direction of the sector. You'll have the chance to make a tangible impact, driving commercial growth and innovation in a collaborative, forward-thinking environment, where topics such as AI, digital transformation and capital structure are increasingly shaping client discussions. Your accountabilities will include: Lead and support client relationships by bringing strategic ideas, insight and a clear understanding of client needs, connecting clients with the Bank's product suite to support their objectives while meeting the Bank's credit and profitability requirements. Build deep sector knowledge and broad product expertise to provide clients with actionable insights and opportunities to grow income sustainably. Coach and support junior colleagues, developing them through stretching objectives, regular feedback and development-focused conversations, while demonstrating and embedding LBG Group Values. Review client proposals to ensure they meet client needs, proactively find opportunities to develop further income and recommend appropriate solutions with product partners. Prepare and monitor account plans across the portfolio, helping to strengthen existing relationships and identify prospective new-to-bank opportunities within the sector. Develop a broad network of internal and external partners to build the team's profile across the Bank and in the wider market. Help maintain a customer-centric culture throughout the relationship lifecycle, supporting positive customer outcomes and alignment with Conduct objectives. What We Need From You Strong experience in a relationship management, client coverage or similar front-office banking role, typically gained over 5+ years. Experience working with Corporate, Professional or Fiduciary clients, with a strong understanding of their challenges, priorities and requirements. Outstanding relationship-building skills, able to develop positive relationships and collaborate effectively across internal and external networks. A commercial approach and credit analysis skills, able to translate data and client insight into meaningful, actionable solutions. Experience building networks and acting as an ambassador for the Bank in the external market. Confidence presenting propositions and ideas, shaping discussions and influencing outcomes with senior partners and executives. Able to creatively solve problems and prioritise decisions related to customer propositions, supporting good customer outcomes and best-in-class solutions. We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. This Is A Place For You Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Ready to make an impact? Apply today! This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing 'significant harm' to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks As a certified colleague your details will be published on the FCA's Financial Services Register This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook The Person ("P") performs the client-dealing FCA certification function for a firm if:(1) P is carrying out any of the activities in the table in SYSC 27.8.19R; and(2) those activities will involve P dealing with:(a) a person with or for whom those activities are carried out; or(b) the property of any such person;in a manner substantially connected with the carrying on of regulated activities by the firm. If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook(1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.(2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Senior Principal Investments - Growth/Venture Debt Operating PartnerApplylocations: London, 45 Cannon Streettime type: Full timeposted on: Posted Yesterdayjob requisition id: R Job Description: Employer: DWS Group Title: Senior Principal Investments - Growth/Venture Debt Operating Partner Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow.As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.This is your chance to invest in your future. Team / Division overview The DWS Alternatives business is a diversified set of business activities with approximately EUR 130bn in assets under management in strategies including Private Real Estate, Private Infrastructure, Private Credit, Liquid Real Assets (Real Estate/Infrastructure and Commodity Securities) and Sustainable Investments. The global team invests on behalf of a global client base that includes governments, corporations, institutional investors, as well as a growing UNHW investor group.Private Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Private Credit platform aims to build diversified portfolios across asset-based finance, direct lending, and structured credit to deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients.As part of the Corporate Credit/Direct Lending Strategy you will be at the heart of a strategic initiative in Germany/Europe, leveraging your expertise in corporate credit portfolio management to provide tailored investment solutions to our investments. Your responsibilities As a Senior Principal Investments for you will be responsible for: Lead the origination, structuring, and execution of complex Growth Debt transactions that combine senior interests with equity-linked upside (e.g., warrants), particularly for First-of-a-Kind technologies. Evaluate credit risks across multiple factors, including industry trends, market conditions, potential borrowers' operating environments, and specific risks pertinent to infrastructure and energy transition projects. Conduct detailed due diligence on potential borrowers and project entities, including the review of legal documentation (LMA standards), project-specific agreements, and particularly equity-linked upside structures involving warrants, contracts, and other relevant information impacting credit and investment decisions. Develop and utilize financial models to simulate different scenarios, assess potential risks, and project future performance of borrowers and projects, particularly for complex structured financings and Growth Debt instruments (e.g., CAPEX and working capital financings). Jointly prepare and present comprehensive investment committee memorandums to the Investment Committee, advising on capital strategy and balance sheet considerations to senior management and boards. Perform detailed valuation analysis and actively monitor investments and sector trends (including private credit, securitisation, and energy transition markets) to ensure adherence to clients' investment needs, objectives, and constraints, providing customized investment offerings where necessary. Uphold the fiduciary concept without exception and meet clients' needs, including communications, performance reporting, and handling ad hoc requests. Manage relationships with a complex client and investor base, including pension funds, asset managers, banks, and DFIs. Manage cross-functional stakeholders across legal, treasury, external advisors, and lenders to drive transactions to close. Build and optimize scalable funding platforms and engage with a diverse investor base. Actively integrate ESG considerations throughout the investment process, from sourcing and due diligence to loan monitoring and repayment, including the use of sustainability ratchets in loan agreements.We are looking for: Proven experience in a relevant field associated to Growth Debt, Private Credit, corporate underwriting or structured finance gained at a credit fund, commercial or investment bank, hedge fund, or mezzanine fund, with a strong record in structuring and executing financing solutions, especially for First-of-a-Kind technologies. Deep expertise in capital markets, securitisation, and investor engagement, including raising significant capital from institutional investors and issuing innovative financial instruments like social bonds. Experience within the energy transition sector is preferred, including leading infrastructure and growth equity investments and managing debt financing for such projects. Proven experience in legal documentation according to LMA standards, as well as complex project finance documentation and Growth Debt specific instruments (e.g., PIK/PYIC components and warrants). Solid experience with Investment Committees and the associated preparation of materials, coupled with experience advising CEOs and Boards on liquidity and investor alignment and engaging with governance bodies. Proven ability to manage relationships with a complex client base and diverse stakeholders. Fluency in English with additional European languages advantageous for cross border client engagement. What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS you'll have access to a range of benefits including, but not limited, to the below: A hybrid working model, allowing for in-office / work from home flexibility, comprehensive leave policy, personal and volunteer days Competitive compensation packages including health and wellbeing benefits Access to best in class trainings, in role development and career progression opportunitiesIf you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and our recruitment team will discuss options with you.We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this . About UsAt DWS, we're capturing the opportunities of tomorrow. You can be part of a leading, client-committed, global Asset Manager, making an impact on individuals, communities and the world.In an ever-changing landscape, markets face a new set of pressures - but here, we see the opportunity in challenges. Opportunity to invest responsibly; to create change. Whether it's collaborating to discover innovative solutions or exploring your curiosity to develop new skills - at DWS, we support you to achieve your goals.As the world continues to evolve, we do too. Join us, and you can shape our transformation. You can collaborate with industry thought-leaders, gaining new and diverse perspectives. You can share ideas and be yourself. You can drive innovative and sustainable solutions that influence markets and behaviours for the better.This is your chance to lead an extraordinary career.This is your chance to invest in your future.
Jul 31, 2026
Full time
Senior Principal Investments - Growth/Venture Debt Operating PartnerApplylocations: London, 45 Cannon Streettime type: Full timeposted on: Posted Yesterdayjob requisition id: R Job Description: Employer: DWS Group Title: Senior Principal Investments - Growth/Venture Debt Operating Partner Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow.As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.This is your chance to invest in your future. Team / Division overview The DWS Alternatives business is a diversified set of business activities with approximately EUR 130bn in assets under management in strategies including Private Real Estate, Private Infrastructure, Private Credit, Liquid Real Assets (Real Estate/Infrastructure and Commodity Securities) and Sustainable Investments. The global team invests on behalf of a global client base that includes governments, corporations, institutional investors, as well as a growing UNHW investor group.Private Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Private Credit platform aims to build diversified portfolios across asset-based finance, direct lending, and structured credit to deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients.As part of the Corporate Credit/Direct Lending Strategy you will be at the heart of a strategic initiative in Germany/Europe, leveraging your expertise in corporate credit portfolio management to provide tailored investment solutions to our investments. Your responsibilities As a Senior Principal Investments for you will be responsible for: Lead the origination, structuring, and execution of complex Growth Debt transactions that combine senior interests with equity-linked upside (e.g., warrants), particularly for First-of-a-Kind technologies. Evaluate credit risks across multiple factors, including industry trends, market conditions, potential borrowers' operating environments, and specific risks pertinent to infrastructure and energy transition projects. Conduct detailed due diligence on potential borrowers and project entities, including the review of legal documentation (LMA standards), project-specific agreements, and particularly equity-linked upside structures involving warrants, contracts, and other relevant information impacting credit and investment decisions. Develop and utilize financial models to simulate different scenarios, assess potential risks, and project future performance of borrowers and projects, particularly for complex structured financings and Growth Debt instruments (e.g., CAPEX and working capital financings). Jointly prepare and present comprehensive investment committee memorandums to the Investment Committee, advising on capital strategy and balance sheet considerations to senior management and boards. Perform detailed valuation analysis and actively monitor investments and sector trends (including private credit, securitisation, and energy transition markets) to ensure adherence to clients' investment needs, objectives, and constraints, providing customized investment offerings where necessary. Uphold the fiduciary concept without exception and meet clients' needs, including communications, performance reporting, and handling ad hoc requests. Manage relationships with a complex client and investor base, including pension funds, asset managers, banks, and DFIs. Manage cross-functional stakeholders across legal, treasury, external advisors, and lenders to drive transactions to close. Build and optimize scalable funding platforms and engage with a diverse investor base. Actively integrate ESG considerations throughout the investment process, from sourcing and due diligence to loan monitoring and repayment, including the use of sustainability ratchets in loan agreements.We are looking for: Proven experience in a relevant field associated to Growth Debt, Private Credit, corporate underwriting or structured finance gained at a credit fund, commercial or investment bank, hedge fund, or mezzanine fund, with a strong record in structuring and executing financing solutions, especially for First-of-a-Kind technologies. Deep expertise in capital markets, securitisation, and investor engagement, including raising significant capital from institutional investors and issuing innovative financial instruments like social bonds. Experience within the energy transition sector is preferred, including leading infrastructure and growth equity investments and managing debt financing for such projects. Proven experience in legal documentation according to LMA standards, as well as complex project finance documentation and Growth Debt specific instruments (e.g., PIK/PYIC components and warrants). Solid experience with Investment Committees and the associated preparation of materials, coupled with experience advising CEOs and Boards on liquidity and investor alignment and engaging with governance bodies. Proven ability to manage relationships with a complex client base and diverse stakeholders. Fluency in English with additional European languages advantageous for cross border client engagement. What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS you'll have access to a range of benefits including, but not limited, to the below: A hybrid working model, allowing for in-office / work from home flexibility, comprehensive leave policy, personal and volunteer days Competitive compensation packages including health and wellbeing benefits Access to best in class trainings, in role development and career progression opportunitiesIf you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and our recruitment team will discuss options with you.We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this . About UsAt DWS, we're capturing the opportunities of tomorrow. You can be part of a leading, client-committed, global Asset Manager, making an impact on individuals, communities and the world.In an ever-changing landscape, markets face a new set of pressures - but here, we see the opportunity in challenges. Opportunity to invest responsibly; to create change. Whether it's collaborating to discover innovative solutions or exploring your curiosity to develop new skills - at DWS, we support you to achieve your goals.As the world continues to evolve, we do too. Join us, and you can shape our transformation. You can collaborate with industry thought-leaders, gaining new and diverse perspectives. You can share ideas and be yourself. You can drive innovative and sustainable solutions that influence markets and behaviours for the better.This is your chance to lead an extraordinary career.This is your chance to invest in your future.
International Private Bank DDT (Digital & Data Transformation) - Product Manager - Associate (602) About the Employer JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at . J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $4.3 trillion and assets under management of $3.1 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2021.) J.P. Morgan Global Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.9 trillion in client assets globally. IPB Digital & Data Transformation The International Private Bank (IPB) DDT team is focused on transforming and simplifying the way our advisors, client service group and clients do business in the IPB. The team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It's an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally. Job description The Digital and Data Transformation team within the Private Bank seek a self-motivated and experienced Product Owner to support our Digital Client Platform/ Operational processes. In this role you must demonstrate clear strategic vision and a strong commitment to platform transformation and modernization. You will be responsible for coming up with effective solutions to problems that are valuable (our clients choose to use them), viable (the solution works for the business), usable (clients can figure out how to use it) and feasible (our engineers have the skills and technology to implement them). You must be able to collaborate and communicate effectively with senior management, control partners, Client Service Teams, fellow product/project managers, Designers and Technologists to ultimately shape our digital product strategy and ensure we are constantly improving and enriching the client experience. It's an exciting time to be transforming our business and you will be one of the key leaders in driving strategic digital change, helping to accelerate the business growth and achieve efficiency goals globally. Key Responsibilities Develop and lead key digital initiatives, seeking to reimagine the client experience, deepening client engagement with our digital platform and driving operational efficiency. Work with a global team strategizing and implementing solutions across EMEA, Asia and LATAM. Define scope, use cases, workflows, wire-frames, product requirements, and other materials as needed to facilitate UX design and development. Work closely with business stakeholders to create clear and concise business requirements in the form of user stories. Partner effectively with distributed technology and operations teams to ensure that project deliverables remain on track & continue to meet business requirements. Participate and act as an internal advocate of data insights and analytics to guide the business' strategic priorities and decision making. Partner closely with global stakeholders to execute the roadmap and drive product initiatives, while meeting critical deadlines and budget constraints. Integrate customer feedback, data analytics, product metrics, user experience research, market analysis, and company goals to drive prioritization of product initiatives. Demonstrate strong stakeholder management skills, setting and continuously managing expectations through effective written and oral communication. Manage and prioritize the feature backlog, with a pragmatic and astute mindset towards benefits and tradeoffs. Drive planning, execution and Go To Market strategies for new releases. Build and present end-to-end executive product updates inclusive of production metrics, new feature delivery planning and financial forecasting. Qualifications & Skills Needed To Succeed 8 - 11 years of relevant product owner experience required, with proven track record of delivery. Experience working in Financial Services, experience in Wealth Management would be helpful. Experience in managing complex projects with multiple deliverables through the entire project lifecycle from design to implementation. Experience working with Agile product teams and associated tools (Scrum, Kanban, Jira, Confluence). Must demonstrate exemplary ownership and hold themselves to a high professional and personal standard. Must be a strong problem solver and effective communicator, with a partnership mindset and an underlying interest in digital solutions. Ability to define and execute product roadmap and business models. Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs. Ability to partner with cross-functional teams at all levels for effective execution in an agile manner. Ability to manage tight delivery timelines and execute under pressure. Demonstrates degree of self-motivation suitable for a "start-up" team, superior work ethic and adaptability to push beyond standard hours during busy periods to meet tight deadlines. Desired Skills Product Manager background in digital platform infrastructure and modernization efforts, preferred. Strong knowledge and experience of digital client trends especially in Banking sector. Thrives working in a fast-paced, dynamic environment working across digital groups and time zones. Advanced degree and technical background preferred.
Jul 30, 2026
Full time
International Private Bank DDT (Digital & Data Transformation) - Product Manager - Associate (602) About the Employer JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at . J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $4.3 trillion and assets under management of $3.1 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2021.) J.P. Morgan Global Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.9 trillion in client assets globally. IPB Digital & Data Transformation The International Private Bank (IPB) DDT team is focused on transforming and simplifying the way our advisors, client service group and clients do business in the IPB. The team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It's an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally. Job description The Digital and Data Transformation team within the Private Bank seek a self-motivated and experienced Product Owner to support our Digital Client Platform/ Operational processes. In this role you must demonstrate clear strategic vision and a strong commitment to platform transformation and modernization. You will be responsible for coming up with effective solutions to problems that are valuable (our clients choose to use them), viable (the solution works for the business), usable (clients can figure out how to use it) and feasible (our engineers have the skills and technology to implement them). You must be able to collaborate and communicate effectively with senior management, control partners, Client Service Teams, fellow product/project managers, Designers and Technologists to ultimately shape our digital product strategy and ensure we are constantly improving and enriching the client experience. It's an exciting time to be transforming our business and you will be one of the key leaders in driving strategic digital change, helping to accelerate the business growth and achieve efficiency goals globally. Key Responsibilities Develop and lead key digital initiatives, seeking to reimagine the client experience, deepening client engagement with our digital platform and driving operational efficiency. Work with a global team strategizing and implementing solutions across EMEA, Asia and LATAM. Define scope, use cases, workflows, wire-frames, product requirements, and other materials as needed to facilitate UX design and development. Work closely with business stakeholders to create clear and concise business requirements in the form of user stories. Partner effectively with distributed technology and operations teams to ensure that project deliverables remain on track & continue to meet business requirements. Participate and act as an internal advocate of data insights and analytics to guide the business' strategic priorities and decision making. Partner closely with global stakeholders to execute the roadmap and drive product initiatives, while meeting critical deadlines and budget constraints. Integrate customer feedback, data analytics, product metrics, user experience research, market analysis, and company goals to drive prioritization of product initiatives. Demonstrate strong stakeholder management skills, setting and continuously managing expectations through effective written and oral communication. Manage and prioritize the feature backlog, with a pragmatic and astute mindset towards benefits and tradeoffs. Drive planning, execution and Go To Market strategies for new releases. Build and present end-to-end executive product updates inclusive of production metrics, new feature delivery planning and financial forecasting. Qualifications & Skills Needed To Succeed 8 - 11 years of relevant product owner experience required, with proven track record of delivery. Experience working in Financial Services, experience in Wealth Management would be helpful. Experience in managing complex projects with multiple deliverables through the entire project lifecycle from design to implementation. Experience working with Agile product teams and associated tools (Scrum, Kanban, Jira, Confluence). Must demonstrate exemplary ownership and hold themselves to a high professional and personal standard. Must be a strong problem solver and effective communicator, with a partnership mindset and an underlying interest in digital solutions. Ability to define and execute product roadmap and business models. Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs. Ability to partner with cross-functional teams at all levels for effective execution in an agile manner. Ability to manage tight delivery timelines and execute under pressure. Demonstrates degree of self-motivation suitable for a "start-up" team, superior work ethic and adaptability to push beyond standard hours during busy periods to meet tight deadlines. Desired Skills Product Manager background in digital platform infrastructure and modernization efforts, preferred. Strong knowledge and experience of digital client trends especially in Banking sector. Thrives working in a fast-paced, dynamic environment working across digital groups and time zones. Advanced degree and technical background preferred.
Corporation Service Company is seeking a Manager for their Jersey SPV Services team to support real estate structures and client portfolios. The role requires strong fiduciary administration skills and leadership abilities, ensuring high-quality service delivery. The ideal candidate will have proven experience in managing complex structures. Responsibilities include client management, overseeing governance deliverables, and contributing to business development initiatives.
Jul 30, 2026
Full time
Corporation Service Company is seeking a Manager for their Jersey SPV Services team to support real estate structures and client portfolios. The role requires strong fiduciary administration skills and leadership abilities, ensuring high-quality service delivery. The ideal candidate will have proven experience in managing complex structures. Responsibilities include client management, overseeing governance deliverables, and contributing to business development initiatives.
Manager, Real Estate Department: SPV Services Location: Jersey (Channel Islands) Schedule: Monday-Friday, 35 hours per week, Hybrid Arrangement: Permanent, Hybrid Job Summary We are looking for a Manager to join our Jersey SPV Services team, supporting the administration of real estate structures for joint ventures, funds, and long-term asset holding vehicles. You will manage a portfolio of clients with complex structures and high-value underlying assets across sectors such as office, retail, industrial, hospitality, residential, and development. This role combines technical oversight, client relationship leadership, and people management to deliver high-quality fiduciary and corporate administration services. You will also contribute to operational improvements and the team's growth objectives in the Jersey market. Key Responsibilities Manage a portfolio of Jersey real estate clients, ensuring consistent delivery of corporate/fiduciary administration services aligned to internal standards and service levels Lead and maintain strong relationships with clients, intermediaries, and key stakeholders through proactive, clear, and timely communication Oversee statutory and governance deliverables, including the preparation/review of returns, approvals, resolutions, and accurate recordkeeping Chair or support client meetings; produce/review agendas, minutes, resolutions, and associated administration within agreed timeframes Act as a technical reference point within the team (real estate structures, corporate governance, and Jersey regulatory expectations), sharing knowledge and coaching colleagues Support the Associate Director/Director with team leadership activities including mentoring, performance support, resourcing, onboarding, training, and adherence to policies and procedures Manage workflow planning and prioritisation across the team; monitor progress and elevate risks or capacity issues to senior management as needed Partner with colleagues on client take on and ongoing reviews, ensuring due diligence and periodic review requirements are completed accurately and on time Contribute to financial management of the portfolio/team, including time recording quality, WIP awareness, fee quotes, and supporting billing processes Support business development by identifying opportunities within existing relationships and contributing to agreed annual new income targets Required Qualifications Proven experience in fiduciary, corporate, or real estate administration, including managing complex structures and client portfolios Strong working knowledge of corporate governance and statutory obligations in a Jersey/Channel Islands environment Demonstrated people leadership skills, with the ability to coach, develop, and motivate colleagues at different levels Strong communication and stakeholder management skills, including confidence engaging with demanding clients and intermediaries Strong judgement and problem solving skills, with the ability to assess options and recommend practical, compliant solutions Preferred Qualifications Experience administering Jersey real estate funds, SPVs, joint venture structures, or multi entity groups holding real estate assets Familiarity with Jersey regulatory expectations and industry best practices for client due diligence and ongoing monitoring Experience supporting commercial aspects of client management (fee quotes, budgeting inputs, billing cycles, and service improvements) Career path opportunities may include progression within Real Estate Services and broader CSC administration teams, for example: Opportunities to broaden into related teams (e.g., Funds, Capital Markets, or Corporate Services) depending on business needs and development goals Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
Jul 30, 2026
Full time
Manager, Real Estate Department: SPV Services Location: Jersey (Channel Islands) Schedule: Monday-Friday, 35 hours per week, Hybrid Arrangement: Permanent, Hybrid Job Summary We are looking for a Manager to join our Jersey SPV Services team, supporting the administration of real estate structures for joint ventures, funds, and long-term asset holding vehicles. You will manage a portfolio of clients with complex structures and high-value underlying assets across sectors such as office, retail, industrial, hospitality, residential, and development. This role combines technical oversight, client relationship leadership, and people management to deliver high-quality fiduciary and corporate administration services. You will also contribute to operational improvements and the team's growth objectives in the Jersey market. Key Responsibilities Manage a portfolio of Jersey real estate clients, ensuring consistent delivery of corporate/fiduciary administration services aligned to internal standards and service levels Lead and maintain strong relationships with clients, intermediaries, and key stakeholders through proactive, clear, and timely communication Oversee statutory and governance deliverables, including the preparation/review of returns, approvals, resolutions, and accurate recordkeeping Chair or support client meetings; produce/review agendas, minutes, resolutions, and associated administration within agreed timeframes Act as a technical reference point within the team (real estate structures, corporate governance, and Jersey regulatory expectations), sharing knowledge and coaching colleagues Support the Associate Director/Director with team leadership activities including mentoring, performance support, resourcing, onboarding, training, and adherence to policies and procedures Manage workflow planning and prioritisation across the team; monitor progress and elevate risks or capacity issues to senior management as needed Partner with colleagues on client take on and ongoing reviews, ensuring due diligence and periodic review requirements are completed accurately and on time Contribute to financial management of the portfolio/team, including time recording quality, WIP awareness, fee quotes, and supporting billing processes Support business development by identifying opportunities within existing relationships and contributing to agreed annual new income targets Required Qualifications Proven experience in fiduciary, corporate, or real estate administration, including managing complex structures and client portfolios Strong working knowledge of corporate governance and statutory obligations in a Jersey/Channel Islands environment Demonstrated people leadership skills, with the ability to coach, develop, and motivate colleagues at different levels Strong communication and stakeholder management skills, including confidence engaging with demanding clients and intermediaries Strong judgement and problem solving skills, with the ability to assess options and recommend practical, compliant solutions Preferred Qualifications Experience administering Jersey real estate funds, SPVs, joint venture structures, or multi entity groups holding real estate assets Familiarity with Jersey regulatory expectations and industry best practices for client due diligence and ongoing monitoring Experience supporting commercial aspects of client management (fee quotes, budgeting inputs, billing cycles, and service improvements) Career path opportunities may include progression within Real Estate Services and broader CSC administration teams, for example: Opportunities to broaden into related teams (e.g., Funds, Capital Markets, or Corporate Services) depending on business needs and development goals Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
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
