Manager. Operations & Business Support - Guernsey

To ensure that there are sufficient processes, procedures and reporting systems in place to monitor, review, assess and minimise client operational & AML/CFT risk within the business, whilst acting in accordance with the local Laws, Orders, Codes of Practice and Regulations and Group policies.

In particular the post holder is expected to work with the other departments to ensure that systems & controls are fully effective; up to date and compliant with our regulatory obligations.

Job accountabilities:

Policies and Procedures

• Be a member of the Policies & Procedures Committees (Channel Islands)
• Be responsible for reviewing and drafting policies and assisting in the implementation of these across the client facing teams, to include training on new policies and processes as required.
• To implement a process to monitor and review Policies, Procedures, Guidance and Briefing Notes on a triennial basis and to co-ordinate such reviews with the ‘owning’ departments to ensure they remain fit for purpose.

Business Support

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction.
• Stay up to date with changes in legislative and professional standards that impact on the Company’s work.
• Identify and respond appropriately to risk situations relevant to the Company and/or its clients and implement adequate internal controls to mitigate risk.
• Analyse reports and facilitate the flow of information.
• Assist with risk reporting through KPIs
• Manage the Outsourcing process for the Channel Islands

Corporate Governance

• Actively champion Praxis' values by promoting a culture of professionalism, teamwork, and leadership.
• Understand Praxis' business plan and the direction in which the Group is heading.
• Understand how the role of each individual contributes to Praxis' vision.
• Understand and acknowledge the need for change.
• Act as a member of various committees as agreed from time to time.

Leadership

• Promote a culture of continuous training, development, and progression.
• Cascade information to the team regularly and actively invite and act upon upward feedback.
• Inspire others through own actions and behaviours.

Personal Development

• Attend seminars and workshops, read industry publications and advisory briefs, and follow developments in wealth management to enhance professional and technical knowledge.
• Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance.
• Maintain evidence of continuing professional development to meet regulatory requirements.

Professional Qualifications and Experience

• Minimum of 5 years’ experience in a relevant role
• Successful attainment of relevant professional qualification

Skills and Knowledge

• Strong communication skills and be adept at building relationships across the business
• Understanding of the broad spectrum of risks facing the sector; including but not limited to data security, people related, regulatory risk, etc
• Sound understanding of industry best practices in relation to operations and risk management
• Experience in working in the Private Wealth / Corporate Services sector on a cross jurisdictional basis
• Demonstrated ability to write technical reports
• Ability to manage projects with minimum supervision
• Good presentation skills
• Sound judgement
• Ability to coach and mentor junior colleagues.

Continuous Improvement Manager

Hours: Full Time

Contract type: Permanent

Location: Guernsey or Jersey

Overview 

We are seeking a results-driven Continuous Improvement Manager to lead and develop a team dedicated to driving efficiency, quality, and performance across our organisation. The Continuous Improvement Manager will be responsible for identifying, planning, and implementing key projects and initiatives that optimise processes and increase productivity. This role requires a deep understanding of continuous improvement methodologies such as Lean, Six Sigma, and Agile, as well as exceptional leadership skills to foster a culture of collaboration and innovation.

Key Accountabilities

• Lead and mentor the continuous improvement team, aligning efforts with organisational goals and setting clear project priorities. Develop and communicate a continuous improvement roadmap in collaboration with senior leadership.
• Manage and oversee multiple improvement projects simultaneously, ensuring successful execution within scope, timeline, and budget. Track and report progress against key performance indicators (KPIs).
• Analyse current processes and workflows to identify areas for improvement. Apply methodologies such as Lean, Six Sigma, or Agile to redesign and streamline processes, reducing waste and maximising efficiency.
• Collect and analyse data to identify trends, variances, and root causes of inefficiencies. Utilise data-driven insights to guide decision-making and validate the success of improvement efforts.
• Provide training, tools, and resources to build team members’ knowledge of continuous improvement principles and best practices. Foster a culture of continuous learning and development within the team and across the organisation.
• Collaborate with key stakeholders across various departments to gain insights, understand needs, and build support for continuous improvement initiatives. Serve as a change agent, encouraging adoption and buy-in at all levels.
• Establish and document standardised processes to ensure sustainability and scalability of improvements. Ensure all process changes are documented and that standard operating procedures are updated.
• Stay up-to-date on industry trends, best practices, and new methodologies related to continuous improvement. Identify opportunities for innovation and proactively integrate relevant advancements.

Requirements

• Bachelor’s degree in Business, Engineering, Operations Management, or a related field (Master’s degree preferred).
• Proven experience in a continuous improvement, process optimisation, or operational excellence role, with at least 3-5 years in a management position.
• Strong understanding of continuous improvement methodologies (Lean, Six Sigma, Agile); certification (e.g., Lean Six Sigma Black Belt) is a plus.
• Exceptional leadership skills, with experience building and managing high-performing teams.
• Excellent analytical and problem-solving abilities; adept at using data to drive decision-making.
• Strong project management skills, with the ability to manage multiple initiatives concurrently.
• Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.
• Proficiency with continuous improvement tools and technologies (e.g., Kaizen, value stream mapping, root cause analysis).

Manager - Corporate Services - Jersey

The position 

Our award-winning Corporate Services team in Jersey provides a full suite of professional services to a UK and global client base. Our clients are most often large institutions with household names – and typically span for sectors: Private Equity, Private (unlisted) Capital, Global Corporate Mandates (multi-jurisdictional engagement), and the more bespoke arrangements such as joint venture vehicles, strategic TopCos, segregated investment entity etc. 

Given our exceptional client base, the team get the opportunity to work on a varied and sometimes complex set of assignments. We operate a global service line which ensures consistent application of good governance and best practice in corporate administration services across multiple jurisdictions and time zones, striving to provide a joined up service delivery and innovative solutions to our clients to best support their business. Underpinning all of this though is our continued focus on building and maintaining strong personal relationships with client contacts to better understand and anticipate their needs.

Your responsibilities

People

• Be a line manager and mentor to a corporate services team
• Act as role model and coach team members in their development, both individually and as a team unit
• Promote effective delegation
• Encourage and promote knowledge sharing both on team and cross-teams (learning together)
• Demonstrate good motivation, communicative and leadership skills and take care of, and establish good relationships with all team members 
• Be a change agent in promoting the benefits of business change programs to your team, so as to achieve early buy in and active participation
   

Technical

• Provide technical support to the Corporate Services team administrators – and the wider CLS business as needed
• Be or become an expert in the products and services offered on team and in the wider business so as to help educate internally, and confidently talk about our capability to external parties
   

Operations / Financial

• Take responsibility for an assigned portfolio of clients/ cases
• In some cases hands on work will be required to support the team and to properly handle more complex cases or issues as they arise
• Collaborate effectively both with team members and directors
• Assist with ad-hoc team projects to ensure delivery within agreed timeframes 
• Undertake reviews of financial statements and other legal/technical documents
• Ensure client records are clearly updated with all correspondence, conduct client care meetings and maintain good relationships with clients
• Produce and/ or review minutes, resolutions and any other administration duties as required
• Assist the administrators in the co-ordination of the accounts preparation function for all team clients, in liaison with the Accounting Services Team and including liaison with external auditors, where relevant. 
• Assist in the management of the financial affairs of the team, including budgeting, monitoring against performance, review of staff time charging, preparation of quotations for potential and existing clients and billing
   

Compliance and Regulatory

• Ensure that all policies and procedures are implemented for your clients
• Proactively keep up-to-date awareness of current industry issues e.g. changes in regulatory and legislation matters and share these in an appropriate format with the wider team
• Ensure all statutory return deadlines are adhered to as required, and assist with keeping client records up to date 
• Pro-actively complete client take-on process and on-going reviews of clients
   

Commercial

• Actively participate in business development and commercial activity – which may involve some travel, mainly to the UK
• Contribute to the department's strategy for growth and actively contribute to team and management strategy 
• Take responsibility – along with the wider management team – for the corporate services team achieving budgeted revenue each year and look for ways to increase book of business and assist in the development of a commercial mindset across the teams
• Have the delivery of enhanced client service at the forefront of every action and strive to deepen client relationships

Your profile

• You’re an established Manager (people and technical), and have experience working within a regulated financial service environment
• Ideally CGI (formerly ICSA) or ACCA qualified, or equivalent
• Act as a role model, and have the ability to foster relationships, motivate and support colleagues
• Client centric, adept at quickly building a rapport and trusted relationship with client contacts
• You have a growth mindset and a keen interest to take part in Business Development activities
• Experience of acting as an authorised signatory on client matters
• Knowledge of local legislation and good corporate governance practice
• Effective communication and interpersonal skills
• Ability to formulate, consider and select the most appropriate solutions
• Ideally you will have prior experience of managing or supporting change within your team
• Ability to work effectively in a team, promoting collaboration and knowledge sharing