Responsibilities

• Lead and mentor two teams of professionals, driving high performance, collaboration, and continuous development.
• Oversee delivery of client services, ensuring quality, compliance, and strong client relationships; maintain a selective client portfolio and act as a trusted advisor.
• Attend and support board and committee meetings, prepare and review minutes, and ensure timely statutory filings.
• Manage daily operations, ensuring adherence to regulatory requirements while identifying and implementing process improvements.
• Promote technology-driven solutions to enhance efficiency and service delivery.
• Collaborate across departments to streamline processes and contribute to organizational effectiveness.
• Support senior leadership with strategic initiatives, business growth opportunities, and operational enhancements.
• Serve as Director or Alternate Director on client boards when required.

Requirements

• Bachelor’s degree in Business, Finance, or related field; professional qualifications are an asset.
• Minimum five years of senior management experience within corporate, trust, or fiduciary services.
• Strong expertise in Bermuda corporate laws, regulations, governance, and compliance practices.
• Proven leadership experience with the ability to inspire, mentor, and engage teams.
• Demonstrated track record in client relationship management and service excellence.
• Skilled in drafting and reviewing formal corporate documentation and board minutes.
• Experience with statutory filings and regulatory platforms.
• Proactive in process development, problem-solving, and adoption of technology solutions.
• Highly organized, self-driven, and able to work independently with minimal supervision.
• Excellent communication, interpersonal, and analytical skills.