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 Job 

Lead and manage the Fund Services business in the US with accountability for the operational service delivery, local relationships we foster with clients, intermediaries and building and integrating local teams into our global culture and operating model. Own the strategic development agenda for the business both locally and globally to deploy latest product innovation, operating model and targeted roadmap, whilst representing the US clients and teams as an active member of the Funds Services management team on investment plans, acquisitions, location and resource strategy.  

Main Responsibilities 

• Own and manage the Fund Services business in the US ensuring it delivers against its budget and has a credible offering for our employees and our clients. 
• Be the local leader for the Fund Services business ensuring that intermediary and client relationships are fostered at all levels. 
• Deliver a strong culture of client service and controlled operational delivery underpinned by Ocorian’s core values – own day-to-day operations across Fund Accounting, Fund Administration and Investor Services for clients 
• Ensure the operating model for the business is maximised focussing on quality, accuracy and timeliness of client deliverables, controls and efficiency  
• Identify opportunities for deployment of the global operating model and technology to benefit US clients and teams  
• Represent US clients and prospects in global Fund Services roadmap, investment and development prioritisations to ensure we are client-led in our product strategy  
• Sit on local boards and ensure good governance is applied for the business and entity  
• Own and manage the risk for the business in the US feeding into the Fund Services risk framework. 
• Actively own the business development pipeline in partnership with Sales, local and global to drive the business – meeting financial plans for net new revenues (new existing and new-new). 
• Own and manage the contractual terms for existing and new clients, ensuring pricing, commercial and liability / risk terms align to the Ocorian standards. 
• Own business expansion, bolt-on acquisitions, and new services/location strategy execution. 
• Oversee the cross locational management structure, resourcing and succession planning at all levels of the business. 
• Successful and timely delivery of change programmes in the Channel Islands. 

#LI-AM1

Knowledge, Skills & Experience 

• Established network in the US and proven track record in relationship building and leadership roles 
• Strong operational delivery mindset and governance experience, proven history of running operational teams to delivery client outcomes  
• Experience working with clients in the Alternatives sector across different asset classes including Private Equity, Real Estate, Debt, Credit, VC 
• Strong commercial mindset to grow the business both with existing/new clients and strategically develop the US 
• Ability to problem solve with a client focussed mindset articulating ideas and positions in a structured manner 
• Excellent analytical and interpersonal skills and a strong desire to learn and succeed 
• Understanding of decision processes, stakeholders and market dynamics both for clients and internally  
• Ability to engage and influence senior stakeholders including C Suite individuals 
• Ability to work independently on own initiative in a ‘scale-up’ environment, navigating both local team deliverables and global priorities  
• Excellent communication skills and the ability to lead a team and influence those around you 
• The ability to interact with colleagues at all levels in the Company and to gain the respect of staff and clients. 

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.