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 executive pay, hiring, 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 .
Jun 02, 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 executive pay, hiring, 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 .
Company Overview Morgan Stanley Investment Management (MSIM) is a global financial services firm with over $715billion in assets under management. MSIM provides investment management solutions to governments, institutions, corporations and individuals worldwide. Role Senior Associate - EMEA Portfolio Surveillance Key Responsibilities Perform daily Portfolio Surveillance monitoring of separately managed accounts, mutual funds and UCITS products using Aladdin and Sentinel compliance engines. Investigate, resolve and, when necessary, escalate engine generated investment restriction violations. Provide pre trade overrides and review client investment management agreements to ensure firm compliance. Prepare responses to monthly and quarterly client certifications and questionnaires promptly. Identify process improvement and risk mitigation opportunities and collaborate with global portfolio surveillance, management, technology and other teams to implement enhancements. Lead local and global projects to improve service levels and effectiveness of surveillance systems and processes. Serve Portfolio Managers and Traders, strengthening surveillance processes while maintaining fiduciary responsibilities. Host regular service meetings and provide progress updates. Collaborate with Portfolio Managers and Traders to enhance guideline compliance. Key Requirements 3 5 years of experience in the asset management industry. Strong communication and collaboration skills with investment management staff. Knowledge of fixed income and equity products, trading and market practices; UCITS knowledge is a plus. Proficient in Aladdin compliance engine; knowledge of other engines optional. Strong analytical, creative problem solving, continuous process improvement and risk mitigation mindset. Ability to work proactively, resolve issues with urgency, manage multiple priorities and deliver results. Undergraduate degree (BA/BSc) required; MSc a plus. High integrity, reliability, collaborative outlook to support global policies. EEO Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion.
May 31, 2026
Full time
Company Overview Morgan Stanley Investment Management (MSIM) is a global financial services firm with over $715billion in assets under management. MSIM provides investment management solutions to governments, institutions, corporations and individuals worldwide. Role Senior Associate - EMEA Portfolio Surveillance Key Responsibilities Perform daily Portfolio Surveillance monitoring of separately managed accounts, mutual funds and UCITS products using Aladdin and Sentinel compliance engines. Investigate, resolve and, when necessary, escalate engine generated investment restriction violations. Provide pre trade overrides and review client investment management agreements to ensure firm compliance. Prepare responses to monthly and quarterly client certifications and questionnaires promptly. Identify process improvement and risk mitigation opportunities and collaborate with global portfolio surveillance, management, technology and other teams to implement enhancements. Lead local and global projects to improve service levels and effectiveness of surveillance systems and processes. Serve Portfolio Managers and Traders, strengthening surveillance processes while maintaining fiduciary responsibilities. Host regular service meetings and provide progress updates. Collaborate with Portfolio Managers and Traders to enhance guideline compliance. Key Requirements 3 5 years of experience in the asset management industry. Strong communication and collaboration skills with investment management staff. Knowledge of fixed income and equity products, trading and market practices; UCITS knowledge is a plus. Proficient in Aladdin compliance engine; knowledge of other engines optional. Strong analytical, creative problem solving, continuous process improvement and risk mitigation mindset. Ability to work proactively, resolve issues with urgency, manage multiple priorities and deliver results. Undergraduate degree (BA/BSc) required; MSc a plus. High integrity, reliability, collaborative outlook to support global policies. EEO Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion.
MSIM - Portfolio Surveillance - Senior Associate Key Responsibilities Perform daily Portfolio Surveillance monitoring of separately managed accounts, mutual funds, and products subject to UCITS using Aladdin and Sentinel as compliance engines. Promptly investigate, resolve and escalate engine-generated investment restrictions violations relating to compliance pre- and post-trade violations. Provide pre-trade overrides when required. Review prospective and existing client investment management agreements in relation to firm requirements. Timely prepare responses to monthly and quarterly client certifications and client questionnaires. Proactively identify process improvement and risk mitigation opportunities within the function locally and globally, and work effectively with global portfolio surveillance, management, Technology, and other groups to effect enhancements as appropriate. Lead local and global projects to improve service levels to the front office and improve the overall effectiveness of our surveillance systems and process/procedures. Proactively service Portfolio Managers and Traders without jeopardizing fiduciary responsibilities, seeking ways to enhance the overall effectiveness of guideline compliance for them. Conduct regular service meetings and proactively provide updates on progress. Effectively collaborate with Portfolio Managers and Traders to strengthen surveillance process when appropriate. Key Requirements 3-5 years experience of working in the asset management industry. Ability to work and communicate effectively with investment management staff, including portfolio managers and traders. Fixed income and equity product / trading / market practices knowledge required. UCITS knowledge is a plus. Strong analytical and creative problem solving skills; continuous process improvement and risk mitigation mindset is a must. Proactive; resolves issues with a sense of urgency; willingness to take on challenges and projects; detail oriented with ability to effectively multi-task, prioritize, and produce results. Knowledge of compliance engines (Aladdin is required). High integrity, reliability, and collaborative outlook to support development, implementation, and enhancement of global policies and practices. Educated to an undergraduate degree level BA/BSc. Holding a MSc is a plus. Certified Persons Regulatory Requirements If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible Work Statement Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit:
May 31, 2026
Full time
MSIM - Portfolio Surveillance - Senior Associate Key Responsibilities Perform daily Portfolio Surveillance monitoring of separately managed accounts, mutual funds, and products subject to UCITS using Aladdin and Sentinel as compliance engines. Promptly investigate, resolve and escalate engine-generated investment restrictions violations relating to compliance pre- and post-trade violations. Provide pre-trade overrides when required. Review prospective and existing client investment management agreements in relation to firm requirements. Timely prepare responses to monthly and quarterly client certifications and client questionnaires. Proactively identify process improvement and risk mitigation opportunities within the function locally and globally, and work effectively with global portfolio surveillance, management, Technology, and other groups to effect enhancements as appropriate. Lead local and global projects to improve service levels to the front office and improve the overall effectiveness of our surveillance systems and process/procedures. Proactively service Portfolio Managers and Traders without jeopardizing fiduciary responsibilities, seeking ways to enhance the overall effectiveness of guideline compliance for them. Conduct regular service meetings and proactively provide updates on progress. Effectively collaborate with Portfolio Managers and Traders to strengthen surveillance process when appropriate. Key Requirements 3-5 years experience of working in the asset management industry. Ability to work and communicate effectively with investment management staff, including portfolio managers and traders. Fixed income and equity product / trading / market practices knowledge required. UCITS knowledge is a plus. Strong analytical and creative problem solving skills; continuous process improvement and risk mitigation mindset is a must. Proactive; resolves issues with a sense of urgency; willingness to take on challenges and projects; detail oriented with ability to effectively multi-task, prioritize, and produce results. Knowledge of compliance engines (Aladdin is required). High integrity, reliability, and collaborative outlook to support development, implementation, and enhancement of global policies and practices. Educated to an undergraduate degree level BA/BSc. Holding a MSc is a plus. Certified Persons Regulatory Requirements If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible Work Statement Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit:
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
Leapfrog Recruitment Consultants
Daliburgh, Isle Of South Uist
Join a growing trust services team in a role that blends leadership, client service and operational oversight. You will play a key role in driving team performance and service delivery. Duties for this role include, but are not limited to: Managing and leading a team of 6-7 administrators within the trust services function. Overseeing the administration of a portfolio of trust and corporate structures. Supporting workflow management to ensure deadlines and KPIs are met. Acting as a point of escalation for complex client or operational matters. Maintaining strong client relationships and ensuring high levels of service delivery. Supporting the delivery of complex and bespoke client services. Monitoring regulatory compliance and ensuring adherence to policies and procedures. Providing guidance, training and performance feedback to team members. Supporting team development and succession planning. Attending client meetings and supporting relationship management activities. Keeping up to date with regulatory changes and ensuring the team is informed. Skills / Qualifications The ideal candidate will have strong experience within trust and company administration and demonstrate the ability to manage or support a team within a fiduciary environment. They will ideally hold or be working towards a professional qualification such as STEP or CGI and possess excellent organisational and communication skills. Experience managing workloads, meeting deadlines and delivering high levels of client service is essential. The successful individual will be proactive, confident and capable of working in a busy environment, with strong leadership ability and a collaborative approach.
May 29, 2026
Full time
Join a growing trust services team in a role that blends leadership, client service and operational oversight. You will play a key role in driving team performance and service delivery. Duties for this role include, but are not limited to: Managing and leading a team of 6-7 administrators within the trust services function. Overseeing the administration of a portfolio of trust and corporate structures. Supporting workflow management to ensure deadlines and KPIs are met. Acting as a point of escalation for complex client or operational matters. Maintaining strong client relationships and ensuring high levels of service delivery. Supporting the delivery of complex and bespoke client services. Monitoring regulatory compliance and ensuring adherence to policies and procedures. Providing guidance, training and performance feedback to team members. Supporting team development and succession planning. Attending client meetings and supporting relationship management activities. Keeping up to date with regulatory changes and ensuring the team is informed. Skills / Qualifications The ideal candidate will have strong experience within trust and company administration and demonstrate the ability to manage or support a team within a fiduciary environment. They will ideally hold or be working towards a professional qualification such as STEP or CGI and possess excellent organisational and communication skills. Experience managing workloads, meeting deadlines and delivering high levels of client service is essential. The successful individual will be proactive, confident and capable of working in a busy environment, with strong leadership ability and a collaborative approach.
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
