Chief of Staff | Private Wealth & Corporate

Role summary

Chief of Staff | Private Wealth & Corporate is a role at Ocorian in London, England, United Kingdom (on-site). Posted 2026-08-25. Experience level: 10+.

Job title

Chief of Staff | Private Wealth & Corporate

Company

Ocorian

Location

London, England, United Kingdom

Work arrangement

on-site

Category

Software Engineering

Experience level

10+

Date posted

2026-08-25

Job description

Company Description

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.

Job Description

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