94 jobs found

Global Custody: Cash, Payments, and Liquidity - Head of Product Development, MD The Product organization is recruiting for an experienced individual to be cash payments and liquidity Product Development lead The individual will partner with the Product team, Head of Product development, Global Delivery (operations) and Technology to execute on the overall cash product development initiatives and agenda focused on driving the change and execution agenda to build the core Banking and Payments Capability and services , including the platform infrastructure, product features and enabling migration across State Street legal entities from legacy. This is in alignment with Custody product strategic objective to strengthen State Street's position in the industry. State Street's product organization is leading an exciting period of transformation for the business and requires experienced individuals to take the business forward. The role will Initiate, design and develop the strategic platforms and support the strategy to decommission legacy platforms including the migration to strategic platform to support client growth, enhance client experience , cash products and operating model. This role includes driving and overseeing execution of approved product change/development initiatives, building out of the strategic platform , driving change internally and seamless migration of clients, This requires ability to think strategically about the product capabilities required, take decision ; partner with liquidity product partners and have a strong understanding of banking and payments to drive the solution design. Oversee the collection of input from subject matter experts, operations teams, product managers, client service teams and/or our clients for the purpose of developing complete service and development of efficient operating models. Function The person would have the depth and expertise to drive change within Cash, Payments and Liquidity arena, This individual will be key in supporting the overall head of product development. The person would focus delivering on the strategy, and work closely with business and IT to develop the platform and product capabilities. Responsibilities The lead will have responsibility for the following: Execute on the strategy and development agenda to : Build the strategic banking and payment platforms Consolidatie payment initiation platforms Build out cash and liquidity products to support the business Evaluate digital cash capabilities Deliver a clear product roadmap in-collaboration with Product Development head , includes prioritization and budget planning annually , with IT and Operations Lead solution to support tranche migrations across all global locations (17 branches) as aprt of the business and client migration strategy Lead the development and analysis of product-related change, including commercially-viable and client focused business cases, with prioritization and approval of product, operational and regulatory change. Manage and support the team to drive the change agenda and ensure change remains aligned to existing regulation and/or internal policies. Lead the capability model - design and efficiency of the operating model, standards and technical stack/architecture, with an objective to simplify where possible working with the Product Management, Technology and Global Delivery. Skills Ability to apply knowledge of system behavior and business processes as well as industry knowledge and best practices to design the product and platforms Ability to clearly articulate impact of any changes to various stakeholders , including preparing presentations; ability to train and develop these skills in more junior team members or direct reports Ability to oversee, review and edit documentation to ensure completeness and clarity prior to submitting for use in developing solutions as required Have a good understanding of Agile with respective to role as product owners , guidance on stories and epics, establish a backlog and groom that backlog to guide the team as required Work well within a virtual team that includes members from across State Streets global operations, product and IT development teams, contractors, software vendors and other industry participants to design, develop, test and implement solutions that support current and future business requirements Subject matter knowledge Strong analytical and presentation skills Prior experience of successfully delivering change in a complex environment whilst managing competing environments, and delivering projects using Agile and Waterfall techniques Proven change agent with track record of delivery Track record of engagement with complex clients, solutioning operating models and developing feature function capability for State Street platform Strong stakeholder management skills with an ability to navigate organization Experience Product and operational background or experience with payments and deposit banking services is desirable and delivering change programmes Experience with implementing or operating global payment and banking networks and understanding messaging standards and mechanisms in cash payments . Agile experience as a Product Owner or Principle Product Owner is desired 10+ years' experience in Securities Services Worked in Product organizations in prior roles Operated at a global level Prior experience working in Operations and/or technology Outcomes expected from the roles In depth understanding of payments and deposit banking products; seamless client migrations and decommissioning of legacy branches Proactive input and idea generation for product development roadmap and annual budgets Maintain up to date understanding of local regulatory impacts Responsible for issue and risk escalation Project /initiative ownership, with appropriate reporting (with PMO) of prioritised and approved change Appropriate governance and key decision making on outcomes Split of role: Product Design & Development : 50% Business Analysis: 20% Market / Client interaction/ management: 30% About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at

Harnessing the Power of Data, Together. Solace helps companies connect and integrate all of their assets through the power of event-driven architecture. Our technology makes it easy to unlock data silos and capture events occurring across large enterprises; stream information about those events everywhere it needs to be in real-time; and give the apps, AI agents and people who receive it the power to immediately react with decisive actions and smart decisions. Many of the world's biggest companies trust Solace to modernize their IT infrastructure by embracing trends like AI, cloud and IoT so they can create awesome experiences for their customers, partners and employees. Help Us, Help Them, Help You. By joining our first-class team, you will be helping leading enterprises, including common household brands we all know and love, reach their full potential in this real-time, digital world. The next time you drive a luxury vehicle, do some online banking, fly in a plane, or order some furniture online, you could be getting a better experience as a direct result of our technology, and your hard work. Wouldn't that be great!? Overview This is a remote-first position, ideal for a senior sales professional with experience navigating complex, consultative sales cycles within large organizations in the UK Region. In this role, you will be responsible for identifying and securing new enterprise accounts, expanding relationships within existing customers, and positioning Solace as a critical enabler of both traditional event-driven architecture (EDA) and next-generation AI-driven initiatives . As organizations accelerate their adoption of artificial intelligence, real-time data movement has become a foundational requirement. Solace plays a key role in helping enterprises modernize their integration strategy to support AI workloads-by ensuring that data is delivered securely, efficiently, and in real time across distributed systems. You will work closely with technical stakeholders and executive decision-makers to demonstrate how Solace's platform can serve as the backbone for modern AI-ready infrastructure. In This Role, You Will . At Solace, Sales Directors are responsible for establishing, cultivating, and improving Solace's relationship with clients. They identify new business opportunities to grow with both new clients, and within existing clients - and they lead the sales process from start to finish. Our Sales Directorsdevelop and execute territory and account plans that address short-term and strategic goals which include pipeline building, revenue attainment, profit margin, client wallet share, and customer satisfaction. They are "hunters" and must be self-starters who are able to work independently. At the same time, they must be strong team players - capable of collaborating widely and building a deep relationship with their pre-sales engineer(s) and others. Ultimately, our Sales Directors are accountable to win new business, and in the process will build strong client relationships (at both the working and executive level), negotiate complex deals, and establish long-lasting client relationships. What You'll Bring to the Role Consultative selling Ability to build strong executive relationships Proven ability to close large, complex, deals Track record in selling middleware products, solutions, and services Exceptional interpersonal skills with a proven ability to connect with clients Ability to pull together a team and lead complex negotiations Bachelor's degree or equivalent 10 years of experience managing client relationships in the Enterprise IT space Proven track record of sales success in other IT companies Familiarity with MEDIC / MEDDPICC sales process Willingness to travel as much as 30% of their time (2-3 days a week) Why You'll Want to Join Us at Solace We have an awesome team! You'll get to work with some of the smartest individuals in the business We believe in work-life balance and believe it's important to love what you do We have adopted a hybrid work model to create an inclusive working environment for everyone We live by our values: craftsmanship, trust, courage, freedom, momentum, humility, and human experience. Every. Single. Day. Our training programs are top-notch (LinkedIn Learning, Mentorship program, Solace Academy) We like to brag about our stellar customer lineup ! We are social - we like to keep things simple and fun! We are one of the top-ranked employers on Glassdoor We have a sense of humour and make cool videos on cool topics like MITT and this ! We understand that experience takes on various shapes and sizes. Not sure you meet all the requirements? We still want to hear from you! Your unique experience could be exactly what we are looking for. At Solace, we believe that diversity and inclusion drive innovation and growth, both in business and in life. We strive to create an enriching and safe workplace where you can be who you are. If you want to do the best work of your career and feel supported every step of the way, we encourage you to join us! Accommodations are available upon request for anyone taking part in the hiring process. Let us know how we can help! We thank all candidates for their interest, however, only those selected to continue in the selection process will be contacted.

Digital Asset Custody, the way it should be. Zodia Custody is a FCA and CBI registered Virtual Assets Service Provider (VASP), offering Crypto-Custody services to Institutional Investors. Zodia Custody is a Venture backed by Standard Chartered Bank and Northern Trust based in the UK, Ireland and Europe, with ambitious plans to scale internationally, by way of internal and external growth. Zodia Custody has also partnered in Japan with SBI to launch the service in APAC and has plans to continue to expand in APAC and Middle-East. We aim to be the best in class in providing Crypto Custodian services Scope of Role Zodia Custody is seeking dedicated and dynamic professionals to join our new Client Services Hub team. The ideal candidates will provide direct support to our 24/7 Operations, ensuring effective systems and controls to monitor our clients. This role is integral to maintaining compliance and mitigating financial crime risk within our organization. Core Responsibilities Direct Support - End to end support for global clients Triage all incoming client enquiries Monitoring and Investigations -Conduct investigations on transaction alerts, on-chain transactions, and wallet activities in accordance with the guidelines provided by the Financial Crime Prevention team. Identify and escalate potential suspicious activities and financial crime risks from client interactions/activity. Provide guidance and support to analysts handling transaction monitoring and screening. Deliver timely advice and assist in training related to potential suspicious activities and financial crime risks. Client Onboarding Support - Assist the onboarding team with KYC and information requests from third parties. Risk Management -Compile risk metrics, identify, and manage financial crime risks using data analysis and statistical interpretation. Process Improvement - Review and update departmental procedures, driving system and process enhancements. Operational Support - Assist with various operational tasks as needed. 24/7 Coverage : Contribute to client support in a 'follow the sun' model, with flexibility for weekend work Additional Responsibilities: Platform Support - Provide support across trading, operations, settlement, custody, and collateral management platforms. Digital Asset Knowledge - While knowledge of digital assets is a plus, experience in supporting trading or custody of financial instruments is highly favourable. Ultimately, client services are a critical component of the Zodia team, ensuring excellent client satisfaction. Personal attributes Team player Professional curiosity Proactivity Articulate and clear in both verbal and written communication Fluent Business English - Additional languages is preferrable as we grow our Global team Adaptable and able to work under pressure Competency 1 to 3 years in client services working in banking or large finance institutions Understanding the post trade landscape and associated services Have experience of post trade services, ideally previously working for a custodian or an Asset Manager and has a keen interest in disruptive technologies, digital assets and/or crypto Report efficiently to management and risk team in a timely manner Experience working in a distributed team with diverse culture and backgrounds Open to change and comfortable working in a fast-paced environment Self-motivated and detail-oriented individual Strong verbal and written communication skills Problem-solving and conflict-management skills Client-oriented mindset Must haves exceptional EQ for dealing with clients This role will require shift and weekend hours. We are a friendly team, with monthly socials and seasonal celebrations as well as offering a range of fantastic benefits including: Competitive employer contribution pension scheme Private health care Critical Illness cover Life Insurance Flexible bank holidays (can chose whether to work on bank holidays and use the leave elsewhere in the year)

Division Close Brothers Central Functions Location: London, United Kingdom Salary: Competitive Basic Salary + Benefits + Discretionary Bonus The Vacancy OVERALL SUMMARY At Close Brothers, we recruit individuals from diverse backgrounds and encourage applications even if you don't meet every qualification. We celebrate diversity, promote inclusivity, and are open to flexible work arrangements to support work-life balance. Join the Close Brothers Operational Excellence and Automation Team, where you will deliver AI solutions and AI Agents, develop prompt engineering capabilities across the Bank (including supporting the wider use of MS Copilot), and help establish best practices and governance frameworks for the safe use of AI in a regulated environment. Working as part of this team, your experience in designing, developing, and implementing advanced AI language models, along with excellent communication skills, will enable you to collaborate effectively across internal and external boundaries and cultures. RESPONSIBILITIES Work with tools such as TensorFlow, Jupyter notebooks, and AutoML to create, test, and deploy AI solutions. Utilise prompt engineering techniques to refine and optimise model outputs. Leverage Azure services to enhance and scale AI models and applications. Build and maintain AI agents capable of performing specific tasks autonomously. Collaborate with cross-functional teams to integrate AI solutions into various products and services. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Proven experience in prompt engineering and language model development. Proficiency in Python and experience with Jupyter notebooks and AutoML. Experience in developing and utilising APIs. Experience in building AI agents and implementing autonomous systems. Excellent communication and teamwork abilities. Foundational knowledge of Microsoft Azure and its AI services and capabilities. The ability to analyse complex problems, formulate options, and use structured problem-solving techniques. Effective interpersonal skills. Strong verbal, written, and presentation skills with the ability to explain complex processes to varying audiences. Adept at establishing and building relationships internally and externally. IT IS NOT ESSENTIAL BUT WOULD BE A PLUS IF YOU HAVE: Working knowledge of Terraform and GitLab. Experience delivering robotic process automation. Confidence in delivering training or presentations to AI enthusiasts. Certifications in AI & Machine Learning. We are committed to inclusivity and accessibility in our recruitment process. Adjustments can be made for individuals with disabilities or long-term conditions. For alternative formats or to discuss the process, please email us at . ABOUT US At Close Brothers, we support employees in balancing work and personal priorities, offering a hybrid working model. We are a leading UK merchant banking group providing lending, deposit-taking, and securities trading, employing around 3,000 people mainly in the UK and Ireland. Listed on the London Stock Exchange and part of the FTSE 250, our mission is to be the best place in the UK for wealth professionals and their clients. We believe everyone should think ahead, have a financial plan, and invest wisely. Our clients include professionals, business owners, individuals, charities, families, and employers, relying on our advice and investment services to grow their savings and investments. Our team of about 900 people across 15 UK offices combines local presence with face-to-face services to build strong, long-term client relationships. Sustainability and social responsibility are core to our purpose, and we are dedicated to fostering a diverse and inclusive workforce from the top down. If you are interested but do not meet every criterion, we encourage you to apply as we offer training opportunities. We are also open to discussing flexible working arrangements to help you balance your work and home life.

We're on a mission to protect society from fraud and money laundering.We've already protected over 2 million people through life's big transactions, with a core aim to protect 3 million people by the end of 2025. Fraud and regulation are rising, costing the UK economy over £100bn every year; this makes it more difficult for businesses to protect themselves and their clients - individuals like you and me - from fraud and money laundering. Our co-founders Olly and Jack were led to this area when a friend was defrauded of £25K when buying their first property. At the time, anti-fraud technology didn't exist, which meant that completing the anti-fraud checks required in these processes was largely manual. These big life moments should be exciting, but instead are often confusing and scary due to the painful process of completing these paper-based checks and the risk of fraud. Thirdfort helps businesses to facilitate these anti fraud checks so that individuals know they can transact safely and seamlessly with professionals during these big transactions. Our anti-fraud platform provides a secure way for professionals in regulated sectors like Lawyers, Estate Agents and Accountants to transfer funds and verify sensitive information through app based document checks, facial recognition and open banking. Over 1,500 businesses now trust Thirdfort to verify their clients. We are FCA regulated and have raised over $33m in capital from leading Fintech investors Breega and Element Ventures, as well as the founders of Zoopla, Funding Circle, Comply Advantage, Tessian, Fenergo and Fidel. Given the continued success we've had in our core markets, we are focused on doubling down on winning new clients within legal and property services. As a result we are looking for a skilled Account Executive who can expertly handle new business sales opportunities and existing accounts worth £20,000+ in annual contract value. You will join a close-knit sales team who are used to hitting ambitious targets and who are focused daily on identifying new prospective clients who should be using Thirdfort alongside growing and delighting those already working with us. As a Mid-Market Account Executive, your mission is to demonstrate Thirdfort's value to prospective clients. You'll develop strong relationships and deep understanding of firms' needs, showing how Thirdfort enhances their workflows and solves business challenges. As a trusted advisor, you'll take a consultative approach to help clients overcome complex problems. You'll proactively find new business in our core markets while building your pipeline through self-booked opportunities. You'll also manage a strategic book of existing clients-ensuring they maximise Thirdfort's benefits, maintain long-term retention, and grow commercial value through a consultative, "client first" approach. For this role, we would love this person to be able to join us in our offices a couple of times a week as being together as a team is valuable for us but ultimately, we trust our team to decide what works best for them. You will achieve your mission as our Account Executive by: Working on an annual target of £775,000 as a combination of new business in signed ACV and upselling existing accounts Self generating £500,000+ worth of new business opportunities through developing industry relationships and prospecting in to new territories and accounts Regularly participating in monthly training and development sessions with fellow members of the Sales Team such as call reviews and MEDDPICC discussions Hosting prospective clients and existing clients at industry events and Thirdfort hosted events in order to continue to build our brand and become the market leader within full service legal and property. You may be right for this role if you have: At least 2 years experience in a New Business sales closing role with a successful track record of over performing against target Experience both winning new business and managing & growing existing accounts Experience selling to Law Firms and Financial Services Experience working on deals worth at least £20,000 annual contract value Experience selling a technology/SaaS product is desirable Experience managing a pipeline of opportunities using Salesforce or comparable CRM Experience working in a fast paced start up environment Studies show that women and other less represented groups are less likely to apply for roles unless they meet every requirement. We believe in building a diverse team, valuing different skills and experiences and so if you don't think you have all the requirements listed here but feel this could be a role and environment you'd thrive in, we would still love for you to apply. Life at Thirdfort: Driven by our values, our culture promotes a collaborative and open environment where Thirdforters can take ownership, have impact, and feel empowered when it comes to their growth and development. We understand the importance of our teams wellbeing and recognise a one-size fits all approach rarely works, that's why we aim to provide the flexibility individuals need to work in the way that suits them, and their families, best. We include compensation ranges on our job ads in the spirit of Operating Openly and in an effort to make our interview process more inclusive. We list a range that aligns with our internal banding which is based on varying factors including external benchmarking for our stage and size as a business. In terms of how we decide where an individual fits within the band, we'd take you through the interview process and assess you against our internal performance framework which gives us further clarity. We'll also have open conversations with you throughout the interview process (starting in the first stage call) so we can be as open as possible about compensation as we understand how important it is to ensure we're aligned. We've created our benefits package to reflect Thirdfort's mission and values. We place a strong focus on Security first given what we do, extending this to our team's physical, mental and financial security to support them through their big life moments. Our benefits exist to empower our team, ensuring they feel supported and able to work in the way that enables them to do their best work. When you join Thirdfort, you'll get immediate access to our flexible employee benefits package that aims to support you across these areas: Compensation - £40K - £60K p.a. base salary with OTE of up to £137.5k (uncapped commission structure) Flexible Working Hours Enhanced parental leave Customisable wellness budget and £250 WFH Budget Up to 30 days Working from Abroad Uncapped holiday Enhanced sick leave Private healthcare with our provider, AXA Regular company and team socials Share options for all employees Regular company and team socials Enhanced employer matching pension scheme with salary sacrifice options Access to our Cycle to Work scheme and our Electric Car Scheme We're committed to building an inclusive, equitable and diverse culture where everyone has a chance to make a difference. We're purposefully building a team of problem-solvers that reflect our values - which is why we hire from all backgrounds. If you're a curious, kind individual who takes ownership, you'll be a great Thirdforter. If you require any reasonable adjustments during the application or interview process, please let your dedicated Talent Manager know and we'll do our best to accommodate. We're committed to building an inclusive, equitable and diverse culture where everyone has a chance to make a difference. We're purposefully building a team of problem-solvers that reflect our values - which is why we hire from all backgrounds. If you're a curious, kind individual who takes ownership, you'll be a great Thirdforter. If you require any reasonable adjustments during the application or interview process, please let your dedicated Talent Manager know and we'll do our best to accommodate. If you find this form difficult to navigate, please contact and we'll do our best to find a way to work with you

Press Tab to Move to Skip to Content Link Our US/UK Cross border team brings together the best of two tax services businesses to create an enhanced US and UK tax and compliance practice with exceptional client service and global reach. Our combined offering to US and UK private clients allows us to offer new services whilst maintaining and enhancing the exceptional service our clients have come to expect. The US/UK Cross border team have worked with US and UK private clients for over 45 years, guiding them through complex regulations and tax planning issues that apply across borders. About the role A Tax Manager is expected to manage a large and varied portfolio of clients with complex US and/or UK tax affairs, ensuring excellent client service both from compliance and advisory standpoints, whilst signing out most completed tax returns. They will have a number of staff allocations, some of whom they will directly manage and be expected to influence their development. They will carry out role model appropriate behaviours reflecting EY core values. They will be responsible for ensuring billing expectations are met. Duties: Tax Managers have responsibility for running their allocated client list, ensuring clients receive a high level of service Ensure that work is planned and delegated in advance Take the lead in the billing processes and ensure deadlines are met Work with the Credit Control team to secure prompt payment of invoices Tax Managers are expected to carry out accurate and complex final reviews, ensuring risks are minimised and high standards are maintained Sign out completed tax returns as agreed with senior staff Tax Managers should have sufficient knowledge of other areas of tax (such as estate/gift tax, IHT and corporate tax) to be able to identify when to involve other experts within the company to identify appropriate departments to involve Tax Managers should demonstrate continued development of their management skills, providing support and guidance to allocated junior staff members Ensure the technical, personal and administrative development of allocated staff and deal with personnel issues with guidance from HR Tax Managers are ultimately responsible for ensuring all compliance work meets expected standards - this includes minimising risk and ensuring an excellent level of client service is maintained Ensure all clients receive an exceptional level of service: organising and prompting when necessary to meet all deadlines Role model appropriate behaviours reflecting the EY values as well as ensure all information shared with them is treated with the utmost confidentiality Work flexibly as part of the close team at EY. This may mean assisting colleagues from time to time in support of the efficient operation of the practice Person Specification: The job holder will be a qualified member of the Association of Taxation Technicians (ATT) and qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not compulsory They can work well under pressure They are well organised They have been working in practice for at least 5 years Proven Experience: They can demonstrate they have gained tax experience and operated at a similar level within a practice Experience of providing a high standard of service to clients both face to face and over the telephone/email Experience of dealing with the full range of client tax requirements Experience of dealing with bills Experience of signing out US/UK tax returns Experience of managing junior members of staff Knowledge, Skills and Abilities An eye for detail and accuracy Excellent verbal and written communication skills Highly numerical and able to interpret financial data Sound IT skills Must be able to build strong working relationships with other members of staff The role requires them to be able to persuade and also push back with respect when dealing with difficult clients Must be able to work in a team as well as independently They should support colleagues and provide assistance when required What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. About EY As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

Press Tab to Move to Skip to Content Link Our US/UK Cross border team brings together the best of two tax services businesses to create an enhanced US and UK tax and compliance practice with exceptional client service and global reach. The team have worked with US and UK private clients for over 45 years, guiding them through complex regulations and tax planning issues that apply across borders. Summary of role: The Tax Senior will be a client's primary (day-to-day) contact. They will be responsible for requesting the information required to prepare a client's US and/or UK tax returns and subsequently review the returns once they have been prepared. A Tax Senior will report to their Tax Manager and raise any concerns and issues that may arise during the review stage. They must monitor and learn about emerging tax laws and consider tax planning opportunities. They will deal with a client's day-to-day queries and will be responsible for drafting bills. Moreover, as a primary contact, they will be expected to handle a diverse and often large client portfolio. Your key responsibilities ATax Senior will be expected to perform any of the following tasks: Responsible for running their allocated client list: taking initial responsibility for completion of the compliance process including delegating work Demonstrate good working knowledge of clients; communicate with the managementgroup to ensure completion of work, and develop relationships to become the main contact for allocated clients Tax Seniors should identify possible issues and planning opportunities with their client list and discuss such issues with the appropriate lead As projects arise, Tax Seniors should look to work on consultancy and research projects with senior staff As reviewers, it is vital that Tax Seniors have up to date technical knowledge and are able to apply this to their work Tax Seniors should be able to identify any additional internal training sessions they may benefit from attending, or any which should be added to the training offering Liaise with third party professionals including solicitors, other accountants, tax advisers and independent financial advisers Other duties as required To qualify for the role, you must have The job holder will be a qualified member of the Association of Taxation Technicians (ATT) and preferably qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not compulsory They can work well under pressure They are well organised Ideally, you'll also have Demonstrative examples that they have gained tax experience and operated at a similar level within a practice Experience of providing a high standard of service to clients both face to face and over the telephone/email Experience of dealing with the full range of client tax requirements Experienced in preparing and reviewing increasingly complex US and/or UK tax returns Skills and attributes for success Sound knowledge of statutory taxation requirements Knowledge of key aspects of tax legislation As well as having a good understanding of personal taxation, an awareness of corporate tax is desirable Knowledge of tax planning advice is desirable Organised and analytical approach An eye for detail and accuracy Excellent verbal and written communication skills Problem solving skills - able to work on own initiative Highly numerical and able to interpret financial data Sound IT skills What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. About EY As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

TA Analyst page is loaded TA Analystlocations: London, United Kingdomtime type: Full timeposted on: Posted Yesterdayjob requisition id: 863495At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! The TA Oversight UK & Ireland (TAO UK) team provide back-office support and oversight for the Irish, UK and Luxembourg UK fund ranges. In line with the Franklin Templeton Code of Conduct, ensuring the highest standards of honest conduct and business ethics in all aspects of business activities, the team support the organization in the following ways: Stakeholder Support: TAO UK provides the key points of contact for Franklin Templeton in respect of those organizations providing Transfer Agent services. The role is, therefore, essential in helping Franklin Templeton manage interactions with service providers and so provide stakeholder support on a day-to-day basis to service the requirements of Specialist Investment Managers (SIMs), Compliance, Distribution or other functions of Franklin Templeton. Outsourcing Oversight Assurance: Oversight is conducted via a monitoring framework using risk and control assessments to identify the annual plan. Oversight of Transfer Agent service providers in Ireland, UK and Luxembourg includes owning all events identified as being monitoring activities. This will include attending either onsite, or virtual, due diligence meetings, as well as weekly and monthly service reviews. Project/Change Management: Provide technical advice, business impact assessment and project management services in respect of regulatory change, product change and operational/strategic change. TAO UK help ensure change management at Transfer Agent partners is carried out in accordance with their change program and delivers in a manner that ensures our funds remain compliant with all regulatory obligations and with adequate risk mitigation.# The TA Oversight Analyst will support the oversight and monitoring of Transfer Agency ( TA ) services for UK and cross border UCITS and non-UCITS fund ranges, including managing and maintaining the relationships with key fund administration service providers, strategic distribution partners and other third parties where appropriate. You will be monitoring and reviewing Transfer Agency service levels and KPI's through the use of weekly operational meetings, and daily escalations. You will support the periodic reviews (including due diligence visits) of onshore and cross-border Transfer Agents to ensure compliance with internal procedures and guidelines as well as industry standards. In this role you will continually seek to improve internal procedures and processes and implement changes through to resolution.# Participate in the management of the relationship with the Transfer Agents to include meetings, conference calls and due diligence visits Oversee Transfer Agency changes to procedures or service level agreements Monitor service providers for any breach and errors, subsequent liaison with compliance department Support all project management services in respect of regulatory change, product change and operational / strategic change Support oversight function in risk and control self-assessment documentation, maintenance of departmental procedures and policies Share ownership of weekly meetings with all key service providers, ensuring accurate tracking of open issues and change items Act as key point of contact for all stakeholders in support of client service matters.# Prior experience of working in or with Transfer Agency or client service roles Good knowledge of the UK, Ireland or Luxembourg regulatory regime for funds including the specific expectation of best practice in outsourced fund administration oversight Strong team player who works effectively in an open, non-hierarchical environment with a willingness to learn and embrace change Self-starter displaying professionalism, energy and the ability to prioritize time, work under pressure and meet tight deadlines with good attention to detail Must be able to work in a small team, at times under pressure Must be able to react and resolve operational issues in a short time frame# Experience our welcoming culture and reach your professional and personal potential! Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners - individuals who have taken a break from work - are also encouraged to explore our job opportunities.As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.When you become part of Franklin Templeton, you'll join a company dedicated to progress. A company that doesn't settle. One where we pursue our ambitions with energy and persistence. That's why it's so important that we empower and encourage the progress of our employees. From

Capital Markets, Client Relationship Management We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our + experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success Discover the Role The role of the Manager is to support and actively manage the back and middle office functions of the Cash Management team in TMF UK. The products and services are varied and driven by dynamic requirements of the individual transaction and governing documentation. The role also requires review over day-to-day issues and to act as point of escalation for all service matters. The successful candidate will be required to apply comprehensive procedures, review and reporting systems to all their clients. The role involves the management of the client relationship and delivery of cash management services across a variety of asset classes in a timely manner and to a high standard in accordance with transaction documents and client services agreements. To develop opportunities within existing client base and assist with continuous improvement of the UK CMS Cash Management service line. The Manager will work as part of a team dedicated to the review and negotiation of documentation, assisting the team on the day-to-day servicing of call cash management services in accordance with the service agreements and transaction documentation. The Manager will own workforce planning of the Cash Management team creating a positive working environment with high levels of motivation and engagement. They will be accountable for leading the team towards adherence to all Service Level Agreements (SLAs) and applicable Key Performance Indicators (KPIs) Key Responsibilities Responsible for overseeing the team, ensuring effective planning and coordination of workloads and cyclical client requirements, with a primary focus on timely and efficient client delivery Stay updated on industry and process changes and implement new initiatives in operations accordingly Collaborate with product development to ensure that system, IT, and model improvements are effectively implemented, benefiting both the operation and clients Acts as the focal point for the team to internal and external stakeholders / clients on daily operational escalations and issues. Works closely with clients to set expectations and communicates expectations to the team Collaborate with the Head of Capital Markets, Head of Loan Administration and wider CMS management on capacity planning, including submissions related to staffing, team development, and role charters within the team Act as primary owner of assigned deals; and work with the Cash Management team to manage and communicate deal information to the borrower and lending group clients Maintain expert knowledge of all relevant portfolios and deal related documentation Liaison with clients, external transaction parties and internal deal teams to ensure the smooth setup and ongoing management of the transaction Reviewing operational flow and transaction documentation Establishing processes and procedures in TMF Group systems Administering debt structures as per the transaction documentation Discharging calculation agent duties as prescribed by transaction documentation, including building and running waterfalls and associated investor reporting Performing various administrative obligations under transaction documents Liaising with appointed servicer in relation to the underlying collateral Performing cash management duties on monthly payment date including calculation and processing of principal and interest distributions pertaining to the debt instruments Producing Monthly Investor Report Assist with the day-to-day duties across the client portfolio in accordance with the required timeframes Work with client/servicer to collect and sanitize data from clients on the internal database Respond to various daily queries from internal and external stakeholders Prepare/ input payments on various banking systems managed by the cash management team Liaise with approvers to process and arrange the payments and provide supporting documents Monitor the bank accounts and confirm transfer of payments Prepare cash reconciliation for the various client bank accounts as required Assist the team with annual billing, onboarding and internal processes/controls Provide assistance with client management tasks including billing and debt management Provide coaching to junior members of the team when appropriate Assist the wider Cash Management team with various tasks as and when requested Implement appropriate controls and procedures framework ensure compliance throughout the lifecycle of a transaction Key Requirements Degree Qualifications (2.1 or above) or equivalent in accounting or finance At least 4 years relevant experience in a similar cash management role Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook) Fluent in both written and spoken English Familiarity with Bloomberg Advanced understanding of structured products, securitisation vehicles and cash management processes Working knowledge of Sentry and Loan IQ a plus What's in it for you? An exciting opportunity in an international company Professional development opportunities as well as extensive individual further training opportunities, supported by our TMF Business Academy A career within an ever-evolving market Flat hierarchies with direct contact to management and international exchange We're looking forward to getting to know you!

Location: Regional Office London, United Kingdom As our Account Director - MICE , you'll be at the forefront of driving strategic growth across our Meetings, Incentives, Conferences, and Events (MICE) business. You'll lead key partnerships, manage high-value accounts in sectors like legal and banking, and represent PPHE Hotel Group on the global stage - from London to Europe and the USA. PPHE Hotel Group is an international hospitality real estate company. We are passionate about creating valuable memories for our guests and delivering value to our people, partners, and communities. Behind it all, is our support functions. What's in it for you? Discounted PPHE hotel rates (extends to the Radisson Hotel Group and family & friends) F&B discounts at our restaurants and bars (for your whole party) Start with 30 days of holiday per year (pro rata) including bank holidays, increasing with years of service Access to 40% of your pay before payday through Wagestream Recommend a friend scheme - up to £750! Vitality at work scheme with great gym discounts & more Ride to Work scheme & free cycling lessons 24/7 employee assistance programme Rota given 2 weeks in advance Departmental productivity & service incentive scheme Benefit Hub - Discounted prices at hundreds of stores, supermarkets, major retailers, attractions, restaurants, and cinemas. Free dry cleaning for work uniform Annual Staff parties and events What you'll be responsible for as an Account Director: Driving room rates across the main segments and source markets as well as drive corporate social event enquiries. Maintaining and updating the 90-day sales action plan and hotel commercial plan, ensuring budgets/targets are achieved. Increase & grow market share (from agents/direct clients) and proactively research targeted clients Leading local customer relationships, carry out site visits for potential/targeted clients Personally conduct sales appointments each week Host Fam trips and Group hospitality events Liaise with the Marketing department on new sales and incentives Identify sales opportunities for other hotels within PPHE, using lead referrals to maximise potential additional business. Work with the PPHE Sales team to drive business from centrally managed accounts. Ensure all client information and up to date client profile information is in Opera Help train new team members and respond to training & development requests What We're Looking For: A proactive, strategic thinker with a passion for hospitality. Proven experience in MICE sales or account management. Strong relationship-building skills and a global mindset. Excellent communication and negotiation abilities. Willingness to travel internationally and represent our brand with pride. If you're ready to take your career to the next level and help shape the future of MICE at PPHE Hotel Group, we'd love to hear from you. Apply now and start creating valuable memories with us.

Press Tab to Move to Skip to Content Link Location: London Other locations: Primary Location Only Requisition ID: At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and cutting-end technologies to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. With high-profile corporate fraud and regulatory non-compliance cases at the forefront of the news, it is more important than ever for businesses to maintain the authoritative knowledge it takes to investigate, detect, prevent and monitor for risks. Additionally, with the growing volumes of disparate data, advancement in AI technologies and increasing global regulatory scrutiny coupled with changing regulations, it is critical for businesses to accelerate intelligent decision making, continue to adopt AI technologies and build more efficient finance, legal and compliance functions. The opportunity EY's Forensic Data Analytics (FDA) team is a growing global, AI and data-focused group within the Forensic & Integrity Servicesdepartment.We work across all lines of businesses in Financial Services (FS) industry with a specific focus on Financial Crime, Fraud, Legal and Regulatory domain. This role will combine extensive FS industrial experience, analytical skills and deep understanding Data and AI capabilities to help our clients in dealing with their complex issues. Whether it is designing, implementing or ideating technology solutions we need the very best people to join us and strengthen our team to achieve our ambitious targets. Your key responsibilities We will expect you to have experience across all four areas of our leadership expectation: clients, business, team and personal. This will enable you to lead our teams, manage our clients and complex assignments, grow our business in a commercial way which adheres to our values, and inspire others through your own behaviours.We're interested in passionate leaders, with the intellectual curiosity to actively pursue new knowledge in the rapidly changing world of data and AI. Naturally you'll need a strong background in the various data engineering and data science and AI tooling to assist in achieving our goals. Skills and attributes for success Client Management and Business Development: Develop/maintain productive relationships with client management including C Suite executives. Develop new business development initiatives, go to market campaigns, sales sprints, leading end-to-end bid processes, engagement delivery and knowledge management with a proven experience of achieving sales targets greater than £1m per year. Stay informed of the client's industry, and recognise key performance drivers, business trends, and emerging technical/industry developments. Strong problem solving skills to support clients on a comprehensive range of issues in relation to financial crime, fraud, regulatory and compliance, litigation and other adverse events in the Financial Services industry across Banking and Capital Markets, Insurance and Wealth and Asset Management sectors. Engagement Delivery and People Management: Lead complex Data and AI-led assignments, review the work prepared by the engagement teams to ensure that it meets EY's quality standards and the client's expectations. Monitor engagement progress to manage and mitigate risks and resolving any issues that may arise during the project. Ensure successful completion of project objectives within timescales and budget. Direct management of senior client stakeholders, investigators, internal and external auditors, lawyers and regulatory authorities during sensitive and sometimes adversarial situations. Lead the development of training, recruiting, resourcing projects, and/or other practice-wide needs to create a positive work and learning culture. Define best practices, processes, and standards to ensure realisation of measurable improvement in value, effectiveness, efficiency and quality of services delivered to clients. To qualify for the role you must have Financial Services industry, focused on financial crime, forensics, fraud, legal and regulatory compliance End to end data engineering and data science life cycle including data discovery, ETL, data analysis/machine learning, data visualisation/reporting and latest Gen AI and Agentic AI technologies Leading large and complex data and AI-driven programmes and innovating reusable tech solutions through problem solving Developing and mentoring data engineering and data science teams Ideally, you'll also have Previous Big 4 and large consulting firms experience is an advantage. What we look for We're not just looking for strong technical skills - we're interested in people that can nurture relationships, both internal and external, and are committed to intimately understanding our clients' needs. If you're looking to become part of elite group of data engineers and data scientists where you'll make a measurable difference across some of the most prestigious businesses around, this role is for you. What we offer Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. Apply now. Please note; Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity& inclusiveness here . We ask because it matters! Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI is seeking to hire an experienced Custody Manager to lead our external custody segment across multiple clients. You will hold a key role managing the day-to-day activities of assigned team members as well oversight of leveraged teams. You will monitor the end to end life cycle from onboarding, set up, third party access (portals/SWIFT) through to trade flows and ensure timely execution of client trades as well as provide fast and complete resolution to any trade related issues. You will bring your relevant experience and knowledge to add value to the team and ensure accurate administration and processing with your keen eye for detail. What you will do: Responsibilities to include, but are not limited to: Client onboarding (CASS mandates, portal access, SWIFT set up etc) End to end oversight of operation functions across your direct team and leveraging multiple operations teams Understanding the Clients, Customers and the usage of the accounts as well as the custodians utilised Trade Execution and settlement (Mutual funds, Equities, ETF, Debt, ETD etc) Hedge Fund Experience - account opening and processing Managing the team and working closely with the operations managers, client service and relationship management team Manage workflow queues to complete all items by internal and external cut off times. Process ongoing account maintenance using internal proprietary systems to process monetary and nonmonetary transactions on client accounts to deadline and SLA's. Ensure accurate client administration processing and provide value added servicing including the escalation of client related issues MI production Participate in client facing meetings and presentations Staff reviews and appraisals To ensure a high standard of service is provided at all times in order to maximise the client experience. To play a key role in the resolution of complex client queries. To manage through to effective resolution all client technical support requests. To specialise in SEI Wealth Platform functions so as to be able to provide timely updates & resolution to client queries. Become the client facing subject matter expert for given operational processes, technical solutions and new service offerings. To participate in PSI/Agile (development) releases with respect to client targeted/impacting developments. Risk and Controls: QA daily workload to identify errors, provide feedback, help identify trends and contributing factors and recommend solutions Escalate any issues to Senior Management immediately Ensure procedures are up to date, complete and accurate Develop basic understanding of UK Operations and in-depth understanding of the department's with upstream/downstream impacts in relation to Trade Executions. Internal / external clients: Liaise with operating and business units as required to resolve processing problems as they arise Cultivate and maintain close external clients' relationships Build and maintain relationships with agents, brokers and custodians to ensure SLA/KPI are being consistently met Liaise with Solutions and development teams to ensure scalability and risk reduction opportunities are maximised. What we need from you: Ideally degree educated (or equivalent) with or be working towards IOC/IMC or similar. Some experience within financial services, private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing. Strong understanding of custody processes within wealth management coupled with the ability to identify workflow inefficiencies and deliver solutions to correct them. Experience in multi-currency asset dealing of Funds, ETF's, Equities and FX. Knowledge of SWIFT/FIX format messaging preferred Relevant industry experience. What we would like from you: Makes judgements and decisions based on analysis, knowledge and experience Ability to brainstorm and troubleshoot Ability to prioritise and organise work load of self and team members Process-oriented with strong attention to detail. Ability to handle multiple tasks and projects with tight delivery schedules. Effective written and verbal communication skills. Responsiveness, accountability and adaptability. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. SEI is an Equal Opportunity Employer and so much more After over 50 years in business, SEI remains a leading global provider of investment processing, investment management and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week. SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).