Commercial Director - Private Client & Corporate 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 Job  

Drive new business growth across the Americas by building strong relationships, identifying opportunities, and helping clients access the full range of services we offer globally. You'll work closely with jurisdictional leadership teams, develop a deep understanding of our service offering, and play a key role in expanding our presence and revenue in one of our most strategic regions.

Main Responsibilities

• Build and convert a strong pipeline of new business opportunities across the Americas, turning relationships into long-term partnerships.
• Drive revenue growth by identifying, pursuing and winning opportunities across our global service offering.
• Become a trusted advisor to clients, understanding their ambitions and connecting them with the right solutions and expertise.
• Lead opportunities from first conversation to signed agreement, maintaining momentum throughout the sales cycle.
• Shape commercial discussions and negotiate deals that deliver value for clients while supporting business growth.
• Collaborate with colleagues across jurisdictions to create compelling client propositions and win complex opportunities.
• Expand existing client relationships by identifying cross-sell and upsell opportunities across multiple service lines.
• Represent the business in the market through networking, industry events and thought leadership, helping to strengthen our brand and reputation.

#LI-AM1

Knowledge, Skills & Experience

• Demonstrated ability to develop new business opportunities and build long-term client relationships within the private wealth, trust and fiduciary services sector.
• Strong commercial and relationship management skills, with the ability to identify client needs and deliver tailored solutions.
• Understanding of trust, fiduciary and private client services, with the ability to discuss complex structures and solutions confidently.
• Well-developed business development and networking skills, with the ability to build and maintain relationships across key markets and professional communities.
• Knowledge of relevant regulatory, legal and governance frameworks affecting private client and trust structures.
• Ability to take a consultative approach to sales, translating client objectives into practical and commercially effective solutions.
• Strong communication, negotiation and influencing skills, with experience engaging a broad range of stakeholders and decision-makers.
• Highly organised, self-motivated and results-driven, with the ability to manage multiple opportunities and priorities effectively.

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.