Associate Director - Fiduciary Services

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of the Role

The Associate Director – Fiduciary Services (AD) will play a key leadership role within the Fiduciary Services team, providing governance, oversight, and fiduciary expertise to a portfolio of corporate, fund, and structured finance entities established in the Cayman Islands. The role requires proven experience in fiduciary management, a strong understanding of Cayman regulatory requirements, and the ability to act as a trusted advisor to boards, clients, and stakeholders. Additionally, the AD will collaborate with the service line lead to develop and implement client service offerings within the investment funds and corporate sector.

Main Responsibilities

Client Management:

• Act as a director on the boards of Cayman-domiciled companies, investment funds, and structured finance vehicles, ensuring the highest standards of corporate governance and regulatory compliance.
• Provide strategic oversight of fiduciary structures, advising on governance, risk, and compliance matters.
• Build and maintain strong client relationships, acting as a key point of contact for institutional clients, asset managers, and service providers.
• Oversee board meetings, review transaction documentation, and ensure adherence to statutory and regulatory obligations.
• Collaborate with legal, compliance, accounting, and fund administration teams to support the effective management of client entities.
• Contribute to the development and enhancement of fiduciary services within the firm, including best practice frameworks and internal policies.
• Mentor and support junior members of the team, fostering a culture of professionalism, integrity, and technical excellence.
• Expanding the scope of services provided to existing clients and ensuring the smooth running of the offering.
• Performing any such other activities as may be reasonably required by the role.

Business Development and Financial Oversight:

• Take the lead in identifying and developing opportunities for new business, and cross-selling of services to existing clients.

• Carefully monitoring the financial performance of the client portfolio, accurately recording hours and issuing invoices

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Knowledge, Skills & Experience

• Minimum of 8–10 years’ experience in fiduciary services, corporate governance, legal, or financial services, with at least 3–5 years at a senior management or director level.
• University graduate; a professional qualification or certification in law, finance, accounting or AML would be preferred.
• Thorough knowledge of the regulatory framework relating to the funds sector in Cayman alongside an In-depth understanding of corporate governance.
• Excellent communication, negotiation, and interpersonal skills, with the ability to manage client relationships at a senior level.
• High level of integrity, independent judgment, and commitment to fiduciary responsibility.
• Proficiency in the Microsoft Office suite of applications. Knowledge of iManage, ViewPoint, Otter.AI would be an asset

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.