VP - Directorship 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.

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 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 Regional Business Operations Lead will be accountable to the Head of Corporate Services for ensuring the effective delivery of operational services for the Americas region, these services are delivered both by teams in the region and outside the region via outsourcing agreements.  

The Regional Business Operations Lead will manage the relationship between the regionally contracted service providers and the service recipients ensuring that both parties deliver to the contracted service level agreements and KPIs.

The Regional Business Operations Lead will be accountable to each jurisdictional risk committee for reporting of performance to the KPIs and for improving and implementing more collaborative and efficient procedures, and enhancing the services provided by all parties. 

Main Responsibilities

• Responsible for leading the Regional Operational Teams, inspiring them to achieve objectives, manage performance and drive a culture of continuous operational improvement. 
• Responsible for managing the relationships with outsourced service providers ensuring that service levels are adhered to and quality is maintained. Working quickly to resolve identified issues and collaborating to deliver service improvements by all parties to the agreement.
• Maintain effective relationships with the regionally based Managing Directors by providing operational reporting and management insight to enable them to effectively manage their client and regulatory obligations.
• Engender collaborative working relationships across stakeholder groups leading regional adoption of agreed standards and personal ownership.
• Ensure that services provided adhere to regulatory obligations, keeping abreast of local changes to regulation and working with local Risk and Compliance Managers to update relevant policies, guides and procedures to maintain compliance.
• Working with the Global process owner to identify opportunities for further outsourcing of services, automation and process improvement. Collaborating on the definition of global standardisation and simplification of entity administration and other Ocorian Client Services provided in the region.
• Work closely with each jurisdiction in the region to manage operational business performance and service excellence. Assisting in managing workloads where possible
• Management of the business operations teams in the jurisdiction in which the role holder is based. 

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Knowledge, Skills & Experience

• 10+ years of experience in the financial or professional services industry. Ideally with operational and management experience in a Corporate/ Trust company management/administration environment.  
• Strong operational experience delivering regulatory compliant services
• Understanding of delivering regulated services to Funds, Corporate, Capital Markets and Trust Client entities  
• A comprehensive understanding and knowledge of relevant legislation and regulations as far as it pertains to our industry. 
• Experience and understanding of the economic substance and other regulatory reporting requirements in the region 
• Experience of collaborating with off-island teams and outsourced service providers to deliver the right outcomes for the local businesses. 
• Experience of leading teams through change to deliver positive business outcomes.  

EDUCATION/ MEMBERSHIPS    

• Strong academic qualifications, preferably with a professional designation.
• A minimum of a bachelor’s degree, from a recognised College or University, preferably with a concentration in business, finance, accounting or legal designation.  

Our Values

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.