Chief of Staff | Private Wealth & Corporate

PURPOSE OF THE JOB

As the Chief of Staff, you will act as a trusted partner for the Global Head of Private Wealth & Corporate in driving leadership effectiveness, business prioritisation and execution discipline, while also supporting the articulation, alignment and delivery of the strategy for the business. 

Working in close partnership with other client segment management team members, the role ensures: 

• Alignment between commercial strategy, financial objectives and delivery capability  

• Clear translation of strategy into practical, prioritised initiatives 

• Consistent communication of strategy across shareholder, Board and internal stakeholders 

• The role acts as a coordinator across Growth, Finance, Technology and the wider business, ensuring clarity, alignment and disciplined execution in relation to strategy for Ocorian’s services to the Private Wealth & Corporate client segment. 

MAIN RESPONSIBILITIES

1. Chief of Staff support to the Global Head 

Act as a trusted adviser and strategic partner to the Global Head, helping to maximise focus, effectiveness and follow-through across the business. Support the Global Head in: 

• Prioritising time and leadership attention against the most important business matters 
• Structuring and framing decisions for leadership discussion 
• Identifying trade-offs, dependencies and unresolved issues 
• Preparing for key internal and external meetings 
• Ensuring actions and commitments are followed through consistently 
• Serve as an extension of the Global Head in coordinating across the leadership team and wider business, helping to maintain momentum on critical priorities 

2. Strategy alignment, translation and performance insight 

• Support the Global Head in articulating, prioritising and evolving strategic ambitions

3. Integration of commercial and financial priorities 

• Work jointly with Private Wealth and Corporate leaders and Finance Partner to:  
• Align growth ambitions with financial targets and constraints 
• Ensure consistency between pipeline, revenue expectations and capacity 
• Support translation of commercial priorities into:  
• Operational implications (resourcing, delivery model) 
• Financial implications (investment, returns, cost-to-serve) 

4. Strategy execution and governance 

• Establish and maintain a clear execution framework, including:  
• Prioritisation of initiatives 
• Defined ownership and accountability 
• Ongoing tracking and reporting 
• Support a light-touch strategic PMO capability 
• Ensure visibility of progress, dependencies and delivery risks across the leadership team 

5. Stakeholder management, governance and communication 

A core focus of the role is ensuring clarity, alignment and confidence across key stakeholder groups: 

• Shareholder: 
• Support preparation of materials demonstrating strategy, performance and value creation 
• Ensure a clear and consistent narrative on progress against strategic objectives 
• Board: 
• Coordinate and contribute to clear, concise and outcome-focused board papers and updates 
• Support alignment between Board expectations and business priorities 

6. Technology alignment and strategic oversight 

• Work with technology leadership to ensure strategic priorities are reflected in technology direction and roadmap 
• Provide oversight and challenge on prioritisation of technology-enabled initiatives, ensuring alignment to:  
• Scalability of delivery 
• Efficiency and cost-to-serve improvements 
• Enhancement of client-facing capabilities 
• Ensure technology initiatives are clearly linked to commercial and financial outcomes, and aligned with the broader operating model 

7. M&A and strategic activity 

• Support the Global Head in M&A and strategic investment activity, including:  
• Reviewing and providing input into strategic rationale and materials prepared by Corporate Development and advisors 
• Coordinating inputs across commercial, operational and leadership stakeholders 
• Supporting alignment of potential transactions with the broader strategy and operating model 
• Support tracking of post-transaction value creation initiatives 

KNOWLEDGE, SKILLS AND EXPERIENCE 

• Experience in a Chief of Staff role or strategy, management consulting, business transformation, corporate development, finance.
• Experience working directly with executive leadership teams and Board-level stakeholders. 
• Demonstrated success leading strategic initiatives across complex, multi-jurisdictional organisations. 
• Strong understanding of financial services, private wealth, corporate services or related professional services environments. 

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 careers@ocorian.com.

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.