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This job expired on 07/09/2026. It no longer accepts applications.
Middle Office Team Leader
Stonehage Fleming · Moka
Job description
About the role
The Middle Office Team Leader provides strategic oversight and day‑to‑day management of the Middle Office function within a family office environment. The role ensures accurate client and company records, compliance with multi‑jurisdictional regulations, and continuous improvement of operational processes.
Key responsibilities
- Lead, mentor and develop the Middle Office team, fostering productivity, engagement and skill growth.
- Plan and allocate work to meet departmental SLAs and KPIs, conducting performance reviews and providing coaching.
- Oversee maintenance of share registers, statutory records and company particulars across all client entities.
- Ensure timely updates to client structures, including companies, trusts, foundations and partnerships.
- Validate static data creation such as loan cards, asset cards and onboarding/off‑boarding workflows.
- Manage regulatory reporting (ROE, Beneficial Ownership), LEI requests, renewals and closures, and act as escalation point for complex compliance matters.
- Partner with Legal and Compliance teams to implement regulatory changes and internal controls.
- Identify and implement process improvements, lead cross‑functional projects, system enhancements and audit reviews.
- Serve as primary liaison between Middle Office and internal stakeholders, providing updates and supporting audits.
Required profile
- Strong leadership and people‑management abilities.
- 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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Stonehage Fleming
Moka
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