Strategic Private Client Director & Governance Leader

Ocorian; England; Hybrid; GBP 120,000 - 180,000; Full time

Job summary

Ocorian seeks a strategic leader to provide governance oversight across a portfolio of private client and fiduciary structures, acting as a Director on client entities and regulated businesses. You will work with regulators and senior stakeholders to shape strategy and drive growth of the Private Client service line.

This role combines board-level responsibility, client relationship leadership and risk oversight, aiming for operational excellence, accountability and client service excellence

Qualifications

• 15+ years' experience within trust, company administration or fiduciary services.
• Professional qualification (STEP/ CGI/ ICSA or equivalent) required.
• Experience acting as a Director, Trustee or senior fiduciary professional.
• Strong commercial, risk management and strategic leadership capabilities.
• Excellent stakeholder management with high-net-worth clients and regulators.
• Knowledge of tax implications of complex structures.

Responsibilities

• Act as Director on client entities and fiduciary structures, with governance and regulatory responsibilities.
• Provide strategic oversight across client structures, ensuring governance and risk controls.
• Advise clients on complex decisions and safeguard long-term interests.
• Participate in leadership forums influencing strategy and governance.
• Drive operational excellence by strengthening controls and processes.
• Lead, mentor and develop high-performing teams.
• Sponsor strategic projects and transformation initiatives to improve client outcomes.

Skills

Leadership experience

Board-level exposure

Governance oversight

Client relationship management

Strategic mindset

Education

Professional qualification (STEP/ CGI/ ICSA or equivalent)

Job description

Ocorian seeks a strategic leader to provide governance oversight across a portfolio of private client and fiduciary structures, acting as a Director on client entities and regulated businesses. You will work with regulators and senior stakeholders to shape strategy and drive growth of the Private Client service line.

This role combines board-level responsibility, client relationship leadership and risk oversight, aiming for operational excellence, accountability and client service excellence