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Drive new business and revenue across the Americas for private client, trust and corporate services. Build and convert pipelines, lead sales cycles from first conversation to signed agreement, negotiate commercial terms, collaborate across jurisdictions, expand client relationships through cross-sell/upsell, and represent the firm at events to strengthen brand and win complex opportunities.

Manage a portfolio of private equity fund structures, deliver client service, ensure regulatory compliance and risk management, build stakeholder relationships, mentor colleagues, and support growth of the funds business.

Support fund administration and client services by managing administrative tasks, preparing meeting documentation and records, liaising with accounting teams, maintaining client records, monitoring client matters and escalating risks, and building strong client relationships while developing technical knowledge.

Lead regulatory projects and support engagements, manage client relationships, provide regulatory advice, and ensure compliance for asset managers. Oversee project planning, training, and client inquiries while tracking regulatory developments.

As a Senior Compliance Consultant, you will provide regulatory advice, manage client portfolios, support business development, and stay updated on regulatory changes relevant to asset management clients.

Provide trust and company administration for a portfolio of private client entities, ensuring statutory and tax compliance, maintaining records and accounts, handling correspondence, supporting billing and client relationships, and escalating risks to managers. Assist with meetings, periodic reviews, and liaise with internal teams to deliver high-quality client service.

Manage an allocated client portfolio: prepare and post complex bookkeeping entries, reconciliations, VAT returns, management accounts and annual financial statements. Review and coach junior staff, liaise with clients and auditors, support managers on policies, budgets and ad-hoc accounting projects, ensuring compliance with accounting frameworks and timely delivery.

Lead a team administering a portfolio of complex, high-value funds. Oversee accounting, compliance, risk monitoring, billing and client/adviser relationships. Drive operational improvements, support onboarding, resource allocation, and contribute to management decisions while coaching and developing team members.

Lead and coordinate AML/CFT and KYC file reviews across jurisdictions. Conduct and validate CDD assessments, verify client documentation, escalate risks, liaise with stakeholders, maintain records, and support continuous improvement and team development to ensure regulatory compliance and quality standards.

Provide trust and company administration for private clients and family offices. Manage trusts and companies, ensure statutory, governance and tax compliance, oversee accounts and billing, handle client communication and reviews, maintain records, monitor aged debt, escalate risks, and mentor junior staff while supporting managers.