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Job Description

Role: Manager, Alliance Driver, Risk Assurance Services

Location: Guernsey or Jersey

Line of Service: Advisory

Grade: Manager

Contracted Hours per Week: 37.5

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other

assurance services to a large portfolio of international and local clients. The Channel Islands

firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an

international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

As part of the Risk Assurance Team, you will drive the Microsoft Alliance strategy for our Firm.

As a manager you will supervise and develop teams, manage client accounts, and facilitate the

successful execution of strategic initiatives while maintaining quality standards.

Those in Alliance at PwC will be responsible for establishing partnerships with companies to

better serve our client’s needs. You will build relationships to complement PwC’s strategy

through execution capabilities that allow PwC to deliver multi competency programmes and

solve client’s most critical business issues. Working in this area, you will develop and execute

the strategy and business plan, focus on market penetration and revenue growth, and identify

opportunities for solution development and industry alignment. You will also build relationships

with key Alliance executives, identify synergies between the technology and the Firm and

collaborate with cross-functional teams.

Responsibilities:

We are seeking an experienced Manager to join our Risk Assurance Services practice to be the

focal point for our key technology Alliance relationships.

Responsibilities include:

• Manage client accounts to confirm alignment with strategic initiatives.

• Drive the execution of exceptional deliverables across projects.

• Identify and implement unique propositions for the Microsoft Alliance.

• Foster collaboration and communication within the Alliance team.

• Confirm adherence to professional standards and quality benchmarks.

• Analyse market trends to inform strategic direction and pipeline development.

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Direct Reports:

● This role reports to:

○ Senior Manager, Director/s

● Reporting to this role:

○ Associate

○ Senior Associate

Qualifications & Certifications:

• Minimum Degree Required:

Bachelor’s Degree, Master’s degree preferred

Certification(s) Preferred:

• MBA, Chartered Institute of Marketing, MSc Computer Science, BSc Computer Science

Skills & Experience Required:

Essential skills:

• 5 year(s) of Partner & Alliance Management, relationship management experience with

a track record of driving demand generation and driving successful programs.

• You excel in relationship management, collaboration and in building and nurturing

strategic partnerships.

• You have excellent communication skills – both oral (for interviews/meetings,

presentations) and written (for designing and writing engaging reports which

communicate recommendations and actions succinctly and clearly convey the message

in a way which is appropriate for the audience and rooted in the client’s needs).

• You have a keen eye for detail and strong focus on encouraging quality work by all team

members, and a constructive approach to developing and mentoring colleagues with

those goals in mind.

• You have experience helping client’s effect substantial and complex business change,

and experience of assuring or enabling change at scale is desirable.

• You have experience providing expert strategy, risk and technical advice, guidance and

support on technology solutions, both in business-as-usual and for live and planned

projects within our clients’ business.

Travel Requirements:

Limited travel will be required in this role (up to 25%).

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

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Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating

value through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

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Role: Digital Audit Manager

Location: Guernsey or Jersey

Line of Service: Risk Assurance Services

Grade: Manager

Contracted Hours per Week: 37.5

PwC Channel Islands Overview

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops

moving. With our tech-forward and people-empowered network, we provide expert assurance,

tax and advisory services to turn challenges into opportunities. Leveraging deep expertise and

advanced capabilities, we ensure you’re ready for any future, helping you act boldly and achieve

real results.

Job Summary:

As part of the Risk Assurance Team, you will drive the Microsoft Alliance strategy for our Firm.

As a manager you will supervise and develop teams, manage client accounts, and facilitate the

successful execution of strategic initiatives while maintaining quality standards.

Those in Alliance at PwC will be responsible for establishing partnerships with companies to

better serve our client’s needs. You will build relationships to complement PwC’s strategy

through execution capabilities that allow PwC to deliver multi competency programmes and

solve client’s most critical business issues. Working in this area, you will develop and execute

the strategy and business plan, focus on market penetration and revenue growth, and identify

opportunities for solution development and industry alignment. You will also build relationships

with key Alliance executives, identify synergies between the technology and the Firm and

collaborate with cross-functional teams.

Responsibilities:

We are seeking an experienced Manager to join our Risk Assurance Services practice to be the

focal point for our key technology Alliance relationships.

Responsibilities include:

• Manage client accounts to confirm alignment with strategic initiatives.

• Drive the execution of exceptional deliverables across projects.

• Identify and implement unique propositions for the Microsoft Alliance.

• Foster collaboration and communication within the Alliance team.

• Confirm adherence to professional standards and quality benchmarks.

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• Analyse market trends to inform strategic direction and pipeline development.

Direct Reports:

• This role reports to:

○ Senior Manager, Director/s

• Reporting to this role:

○ Associate

○ Senior Associate

Qualifications & Certifications:

• Minimum Degree Required:

Bachelor’s Degree, Master’s degree preferred

• Certification(s) Preferred:

MBA, Chartered Institute of Marketing, MSc Computer Science, BSc Computer Science

Skills & Experience Required:

Essential skills:

• 5 year(s) of Partner & Alliance Management, relationship management experience with

a track record of driving demand generation and driving successful programs.

• You excel in relationship management, collaboration and in building and nurturing

strategic partnerships.

• You have excellent communication skills – both oral (for interviews/meetings,

presentations) and written (for designing and writing engaging reports which

communicate recommendations and actions succinctly and clearly convey the message

in a way which is appropriate for the audience and rooted in the client’s needs).

• You have a keen eye for detail and strong focus on encouraging quality work by all team

members, and a constructive approach to developing and mentoring colleagues with

those goals in mind.

• You have experience helping client’s effect substantial and complex business change, and

experience of assuring or enabling change at scale is desirable.

• You have experience providing expert strategy, risk and technical advice, guidance and

support on technology solutions, both in business-as-usual and for live and planned

projects within our clients’ business.

Travel Requirements:

Limited travel will be required in this role (up to 25%).

The skills we look for in our people:

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All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating value

through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

Job Title: Compliance Manager

Department: Compliance

Reporting To: Head of Risk and Compliance Last Date of Review: May 2023

Key Responsibilities - The duties of this role relate to the operation and development of the

compliance function for regulated and non-regulated business within the BWCI Group, and may include but are not limited to:

 Acting as MLCO, MLRO and Nominated Officer for the Company’s regulated entities

 Reviewing, preparing and presenting reports to the Board of regulated companies

 Perform risk assessments to understand risk level, significance and scope

 Maintain manuals and procedures as necessary in line with regulatory requirements

 Structure, review and undertake compliance monitoring programs

 Reviewing and updating procedures for the non-regulated companies of the BWCI

Group

 Preparing periodic statutory returns to regulators

 Monitor compliance with laws, regulations and internal policies

 Investigate irregularities and non-compliance issues

 Contribute to robust and effective compliance controls within the organisation

 Review presentations and websites to ensure compliance with regulatory

requirements

 Assist in the gathering of internal information in response to regulatory requests

 Perform various general administrative duties (such as file creation and maintenance

of ongoing administrative projects)

 Collaborate with other departments to create a culture of compliance.

 Keep up to date with, and understand, relevant laws and regulations

 Provide training to other departments on appropriate compliance issues

Qualifications and Experience

 High level of experience within a Compliance background is desirable, preferably in

Trust or Insurance

 Sound knowledge of and experience with local AML/CFT framework and regulatory

requirements, as well as good working knowledge of GFSC Handbook

 Compliance/AML qualification and/or professional body accreditation and/or relevant

number of years’ experience in a Compliance Officer role

 Working knowledge of Microsoft Office, particularly Word and Excel

 Previous experience holding positions of MLRO and MLCO preferable

HR11716.1

Person Specification

The ideal candidate would be able to

 Demonstrates an approachable, professional demeanour

 Demonstrate good literacy skills

 Demonstrate a good working knowledge of AML and compliance regulation

 Demonstrate accuracy and attention to detail in their work

 Organise and prioritise their workload

 Use and work to their own initiative

 Meet deadlines and work under pressure

 Demonstrate excellent communication skills

Equal opportunities statement

BWCI is committed to eliminating discrimination and encouraging diversity amongst our workforce. The Partners

and Senior Management demonstrate commitment to equality and fairness for all in our employment and do not discriminate on the grounds of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination. Please note BWCI has signed the Guernsey Employment Trust’s Disability Charter and has received DIFERA Employer accreditation from Liberate.

Data Protection

All applications made either speculatively or in response to advertised vacancies will be kept confidential.

BWCI do not undertake any automated selection process for recruitment. All information provided in the form of a CV or covering letter, be it on paper or electronically submitted, speculatively or for a specific advertised vacancy will be destroyed in keeping with the following timeframe.

Candidates not invited for interview – immediately once confirmation of the non-selection has been made.

Candidates invited for interview but not selected – 6 months after notification of non-selection has been made.

Candidates offered a position but choose not to take it up – 6 months after declining the role.

Candidates offered a position and subsequently employed – 6 years after termination of employment.

When a CV is submitted, it is passed only to the recruiting manager(s) involved in the recruitment to the specific

position to which it refers. Any processing in relation to any other position will only proceed with the explicit consent of the candidate.

We may from time to time ask candidates to undertake skills testing or psychometric testing as part of a recruitment and selection process. In this case the results from those tests will only be used to inform the selection process, and will be retained in line with the time frames specified above.

It is not the policy of BWCI to screen prospective employees via social media channels, however, we may review a candidate’s LinkedIn profile.

If you have any questions relating to how we process applications for employment please contact hr@bwcigroup.com

HR11716.1

W W W.T R I D E N T TR U S T.C O M

J E R S E Y

NEW BUSINESS ADMINISTRATION MANAGER

DEPARTMENT

Business Development

REPORTS TO

British Isles Commercial Director

THE ROLE

To assist with the business development process, in conjunction with the department head and other senior executives joining calls

/ meetings to support the business development function, contributing to the preparation of new business proposals / email

communications and working closely with the onboarding team.

This role is pivotal in ensuring the on-boarding experience is smooth and efficient for the client, intermediaries and other stakeholders,

all based upon maintaining high standards of regulatory compliance and risk management in alignment with the published risk

appetite of the business

DUTIES

Commercial Management

 Meet Key Performance Indicators to ensure targets are met.

 Complete timesheet and ensure accurate time capture.

Business Development Support

 Collaborate with the British Isles Commercial Director to draft proposals / emails / engagement letters for prospective clients.

 Prepare and assist in the delivery of external sales presentations as required, including the preparation of pitch documents and

key onboarding documents.

 Coordinate and on occasions attend external meetings with new and existing contacts to support business development efforts.

 Maintain and update the sales reporting systems for sales activities

Client Onboarding & Relationship Management

 Ensure new clients are informed of due diligence and other new client acceptance requirements.

 Attend to the timely and accurate collection of CDD documentation.

 Liaise with the internal on-boarding team supporting their work as needed.

 Act as a point of contact for intermediaries, providing guidance and support throughout the onboarding journey.

 Liaise with other Trident offices to coordinate onboarding activities and ensure consistency in processes, as well as building inter-

office relationships.

 Ensure a smooth handover of new business to relevant administration teams.

 Collaborate with Compliance and external legal teams to resolve any CDD-related issues or escalations.

 Prepare regular reports on onboarding progress, outstanding CDD items, and risk assessments.

 Provide an excellent customer experience by adhering to Trident’s established core values: Integrity, Respect, Accountability and

Initiative.

TR ID E N T TR U S T © MA R C H 2 0 25 | PA GE 2

Risk & Compliance

 Comply with all relevant JFSC Codes of Practice.

 Comply with all relevant AML / CFT / CPF legislation.

 Ensure adherence to internal policies and procedures.

General

 Delivery of excellent service by adhering to our values.

 Undertake any projects that may arise from time to time; involvement will be dependent on availability and the skill set required for

each project.

SKILLS AND KNOWLEDGE

 Table 4 Qualification

 +7 years’ experience in a within trust administration and corporate services.

 Understanding of trust and corporate structures (training will be provided for more detailed structures).

 Detailed knowledge of CDD/EDD requirements and AML / CFT / CPF.

 Excellent communication skills, both verbal and written.

 Be comfortable engaging confidently with intermediaries and senior stakeholders.

 Highly organised, detail-oriented, and capable of managing multiple priorities.

 Proficient in Microsoft Office and onboarding / CRM systems.

 Ability to work independently and collaboratively across teams and jurisdictions.

Signed …………………………………………………………………… Dated……………………………………………..

Name ……………………………………………………………………..

Job Description

Role: Risk Programme Manager Location: Guernsey or Jersey Line of Service: Business Enablement Grade: Manager Contracted Hours per Week: 37.5 hours (or less by agreement)

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff.

Job Summary

The Risk Programme Manager will lead the design, implementation, and oversight of strategic risk initiatives across the Firmwide Risk. This role is pivotal in ensuring that PwC’s risk posture remains robust, agile, and aligned with regulatory expectations and internal quality standards. The successful candidate will manage cross-functional programmes, drive operational excellence, and support the firm’s commitment to risk mitigation.

Responsibilities The key areas of focus will be for you to manage: Programme Leadership:

• Lead and coordinate risk-related programmes, including risk assessments, regulatory compliance initiatives, and operational risk reviews.

Stakeholder Engagement: • Collaborate with senior leadership, including the Firmwide Risk Director, to align

programme goals with strategic priorities. Act as a liaison between Risk, Business Enablement, and LoS teams.

Risk Framework Implementation: • Coordinate PwC’s QMSE framework and ISQM1 standards to ensure consistent and

effective risk responses across BE teams Reporting and Governance:

• Provide regular updates to senior stakeholders, including dashboards, risk metrics, and programme status reports. Ensure documentation is audit-ready and compliant with internal and external standards.

Team Coordination: • Manage resources across multiple workstreams, including offshore support and SMEs

for specific risk types where necessary. Facilitate onboarding and role clarity for new team members.

Direct Reports

• This role reports to: o Risk Director

Qualifications & Certifications

• Professional qualifications in risk management, project management or governance (desirable but not required). Willingness to obtain recognised credentials in these areas if not already achieved would be preferable.

Skills & Experience Required Essential Skills

• Proven experience in risk management or compliance within a professional services or financial institution.

• Strong understanding of regulatory frameworks and operational risk controls. • Demonstrated ability to lead complex programmes with multiple stakeholders. • Excellent communication and interpersonal skills, with the ability to influence at senior

levels. • Strong organisational skills in order to meet hard deadlines (e.g. regulatory returns) • Proactive, self-motivated and able to take responsibility for own work • Attention to detail, ability to work independently and critical self-review • Digital acumen • Enthusiastic, energetic and driven by a challenge • Ability to write process notes and maintain an audit trail from sourcing information

through to submission of final reporting

Desirable Skills:

• Experience with PwC’s internal frameworks such as QMSE and ISQM1 • Familiarity with ServiceNow or similar platforms for risk control tracking • Professional certifications such as CRCM, CPA, or equivalent.

Right to work in Channel Islands

Due to Housing & Work restrictions in the Channel Islands, we are only able to consider candidates who currently hold the right to live and work in their respective islands.

Travel Requirements:

It is anticipated that this role will require travel between the islands of Jersey and Guernsey on an ad hoc basis.

The skills we look for in our people All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, The PwC Professional.

The PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business. https://www.pwc.co.uk/diversity