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Middle Office Team Leader

Stonehage Fleming · Moka

🇬🇧 English
Microsoft Office Suite

Job description

About the role

The Middle Office Team Leader drives the strategic oversight and day‑to‑day management of the Middle Office function within a family office environment. You will ensure the accuracy of client and company records, guarantee compliance with multi‑jurisdictional regulations, and continuously improve operational efficiency.

Key responsibilities

  • Lead, mentor and develop the Middle Office team, planning work to meet SLAs and KPIs.
  • Maintain share registers, statutory records and company particulars across all client entities.
  • Oversee updates to client structures, trusts, foundations and partnerships in multiple jurisdictions.
  • Validate static data creation such as loan cards, asset cards and onboarding/off‑boarding workflows.
  • Ensure accurate and timely regulatory reporting (ROE, Beneficial Ownership, LEI management).
  • Act as escalation point for complex compliance matters and coordinate with Legal and Compliance teams.
  • Identify and implement process improvements, lead cross‑functional projects and audit reviews.
  • Serve as primary liaison between Middle Office and internal stakeholders, providing reports and insights to senior leadership.

Required profile

  • Strong leadership and people‑management capabilities.
  • Advanced knowledge of regulatory frameworks such as FATCA, CRS and Beneficial Ownership.
  • Excellent organisational, analytical and communication skills.
  • High attention to detail and ability to manage complex multi‑jurisdictional work.
  • Professional discretion and commitment to confidentiality.

Required skills

  • Proficiency in Microsoft Office Suite

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Published 4 months ago

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Stonehage Fleming

Moka