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Senior Manager - job 1 of 2

Company Description

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.

Job Description

What’s In It For You

  • Competitive salary
  • Hybrid Working
  • Flexible working hours
  • Annual Salary Reviews
  • Pension 
  • Private medical insurance
  • Dental plan
  • Life assurance
  • Income protection & Critical illness

Responsibilities: 

  • Acting as the senior lead for a diverse portfolio of clients, demonstrating strong commerciality and excellent relationship management skills in order to meet and exceed financial targets.
  • Proactively meeting clients to build long term relationships, building trust and rapport through empathy and professionalism and reducing client churn.  
  • Acting as the escalation point for technical guidance and complex service/sales issues.  
  • Driving operational excellence through coaching team members to deliver a client-centric service, ensuring data accuracy and completeness.
  • Monitoring the deployment of adequate controls to ensure compliance and regulatory requirements are met to manage risk exposure;  identifying process efficiencies and continuous improvements.
  • Developing skills to act in a fiduciary capacity as director on client boards, in line with all statutory requirements.
  • Proactively participating in projects demonstrating the ability to generate innovative operational ideas and to constructively challenge the status quo
  • Developing skills to act in a fiduciary capacity as director on client boards.
  • Driving profitability and instilling a strong culture of financial management best practice including monitoring the preparation of fee proposals, resourcing, time recording, invoicing, collections and cost management.
  • Proactively reviewing the profitability of each entity and participating in agreed and needed remedial action

Qualifications

  • Minimum of 3+ years trust and company administration/relevant experience.
  • Suitable management experience.  
  • Desirable: A professional/relevant qualification to Professional Level (e.g. ICSA/STEP/CGI).   Possess a comprehensive understanding and strong technical knowledge of Trust Administration, Company Law and the tax implications of various structures.  
  • Meets the required standard as set by the local regulator.

#LI-BF1

#LI-Hybrid

Additional Information

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 AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.

·       We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.

·       We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.

What You Should Know About Senior Manager , Ocorian

Are you ready to step into a pivotal role as the Senior Manager at Ocorian in St Helier, Jersey? In this exciting position, you'll become the senior lead for a diverse portfolio of clients, where your strong relationship management skills will shine as you build trust and rapport with clients. At Ocorian, we pride ourselves on being a trusted partner, offering specialist, tech-enabled solutions that address the complex challenges faced by asset managers, financial institutions, and corporate clients. You'll have the opportunity to actively participate in innovative projects, driving operational excellence and coaching your team to provide a client-centric service. We believe in a culture of support and recognition, so you can expect to receive tools and opportunities for personal growth while contributing to the successes of our global business. The flexibility of hybrid working, along with a competitive salary and benefits including annual salary reviews and private medical insurance, make this an attractive opportunity. While ensuring compliance and managing risk exposure for our clients, you'll also be focusing on developing your skills to act in a fiduciary capacity as a director on client boards. If you have at least 3+ years of relevant experience and a keen understanding of trust administration and company law, this could be the perfect role for you to make your mark with Ocorian.

Frequently Asked Questions (FAQs) for Senior Manager Role at Ocorian
What are the key responsibilities of a Senior Manager at Ocorian?

As a Senior Manager at Ocorian, your primary responsibilities will include acting as the senior lead for various clients, fostering long-term relationships, and providing technical guidance on complex service issues. You will drive operational excellence by coaching your team, ensuring compliance with regulatory requirements, and effectively managing risk exposure while identifying process efficiencies.

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What qualifications are required for the Senior Manager position at Ocorian?

To be considered for the Senior Manager role at Ocorian, candidates need a minimum of 3+ years of trust and company administration experience, along with suitable management experience. Additionally, a relevant professional qualification such as ICSA or STEP is desirable, along with a comprehensive understanding of Trust Administration, Company Law, and tax implications.

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How does the Senior Manager role at Ocorian contribute to client success?

The Senior Manager at Ocorian plays a crucial role in client success by proactively building trust and rapport, delivering personalized solutions, and ensuring an exceptional client experience. By managing a diverse portfolio and driving operational excellence, you will help clients navigate complex financial landscapes more effectively.

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What benefits are offered to Senior Managers at Ocorian?

Ocorian offers an attractive benefits package for Senior Managers, which includes a competitive salary, hybrid working options, flexible working hours, annual salary reviews, pension plans, private medical insurance, a dental plan, life assurance, and income protection. This supportive environment fosters both personal and professional growth.

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What is the company culture like at Ocorian for Senior Managers?

At Ocorian, the culture for Senior Managers is characterized by ambition, agility, and collaboration. We encourage a global mindset, flexibility, and the development of personalized solutions that understand clients' needs. Our culture of support and recognition empowers Senior Managers to succeed and grow within the organization.

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Common Interview Questions for Senior Manager
How do you establish strong relationships with clients as a Senior Manager?

Establishing strong relationships as a Senior Manager involves actively listening to clients, demonstrating empathy, and engaging in regular communication. Developing trust through consistency in service delivery and showcasing an understanding of their unique needs is crucial.

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Can you explain your experience with compliance and regulatory requirements?

When discussing compliance and regulatory requirements, emphasize any relevant experience you have in developing and implementing compliance protocols. Explain how you ensure adherence to industry regulations and how you've managed risks for previous clients.

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What strategies do you use to coach team members effectively?

Effective coaching strategies include setting clear expectations, providing constructive feedback, and encouraging open communication. Sharing your expertise and being approachable allows team members to feel supported in their roles, driving improvement and enhancing client service.

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How do you approach driving profitability within your team?

Driving profitability involves closely monitoring financial metrics, analyzing resource allocation, and efficiently managing projects. Sharing insights with your team about cost management, invoicing, and collections can help instill a culture of financial accountability.

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How do you handle escalated client issues?

When handling escalated client issues, remain calm and focused. Start by listening to the client's concerns fully, assess the situation, and then provide a clear action plan. Communicating transparently throughout the resolution process builds trust and demonstrates commitment to client satisfaction.

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What do you think is the most important quality for a Senior Manager?

The most important quality for a Senior Manager is exceptional relationship management. Understanding and meeting client needs with empathy, while effectively leading a team through operational challenges, is crucial to long-term success.

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Describe a time you implemented a process improvement.

In your response, provide a specific example of a process improvement you initiated. Explain the gaps you identified, the steps you took to implement change, and the measurable outcomes that followed, showcasing your proactive and innovative mindset.

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How do you prioritize your work and manage competing deadlines?

To manage competing deadlines, prioritize tasks based on urgency and impact. Utilizing project management tools can help keep track of responsibilities. Regularly reassessing priorities ensures that you're able to respond flexibly to new challenges while meeting client expectations.

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What role does technology play in your current management strategies?

Technology plays a vital role in streamlining processes, enhancing communication, and providing clients with reliable solutions. Share specific tools or software you use for project management, client communications, or financial analysis to illustrate your commitment to efficiency.

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How do you stay current with industry regulations and trends?

Staying current with industry regulations involves ongoing education through webinars, conferences, and professional development courses. Additionally, subscribing to relevant publications and engaging with industry networks can provide insights on emerging trends and best practices.

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Ocorian provides financial services specializing in fund services, corporate services, private clients, real estate, and alternative investment. The company was established in 1971.

75 jobs
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Full-time, hybrid
DATE POSTED
March 20, 2025

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