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 Ensure alignment between; Commercial strategy (via leadership team)  Financial plans and targets (via Finance Partner)  Operational and delivery capability (via management team, Client delivery and HR business partner)  Other Ocorian Functions  Translate strategic direction into clear initiatives, sequencing and delivery plans  Develop and maintain simple, actionable metrics linking:   Strategy → commercial performance → financial outcomes  Provide insight to support decision-making and refinement of priorities  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  Private Wealth & Corporate Leadership Team:  Facilitate alignment between Growth, Finance, Technology and delivery teams  Support structured discussions on priorities, trade-offs and sequencing  Ensure consistency of messaging and understanding across the leadership group  Wider organisation:  Support communication of strategy and priorities  Help ensure strategic objectives are understood and embedded across teams  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 wi