Job Summary

The Senior Manager, New Business will lead the end‑to‑end new business onboarding process, from initial introduction through to final acceptance or decline by the relevant New Business Committees for the Channel Islands; Funds & Corporate business and the U.K. This role oversees a multi‑jurisdictional team to ensure operational excellence, regulatory compliance, and a consistently high‑quality client experience.

Working closely with Compliance, Risk, and key stakeholders across the business, the Senior Manager will contribute to the development of the onboarding strategy, process improvements and system enhancements.

The role carries significant influence across a centralised function, requiring strong commercial insight, sound judgement and strategic leadership.

Key Accountabilities

Onboarding Journey

> Lead and refine the centralised onboarding process, delivered through the KYC360 platform and aligned to regulatory and operational standards.

> Oversee comprehensive KYC, AML and client suitability assessments, ensuring compliance with all relevant legal and regulatory frameworks.

> Liaise effectively with third‑party introducers, prospective clients and external legal or tax advisers.

> Develop and maintain robust policies, procedures, guidance, and training programmes for onboarding activities.

> Assist with the design and implementation of appropriate risk controls, including system-based controls, in collaboration with business teams.

> Consolidate reporting on the status of new business take‑on across the Channel Islands and U.K.

> Review lost or rejected business to report on trends and areas for improvement.

> Ensure compliance with Group Outsourcing policies when interacting with other operating entities.

> Support regulatory examinations relating to onboarding and new business processes.

> Own and manage the KYC360 platform, ensuring it evolves to meet business and regulatory needs.

Operations & Business Support

> Review and implement Group Policies, where relevant to the onboarding function, tailoring them to account for local jurisdictional requirements.

> Drive development and enhancements to Acumen, our core database, focusing on data quality, reporting, analytics, and regulatory reporting obligations.

Corporate Governance

> Champion values and promote a culture of professionalism, collaboration, and leadership.

> Understand and contribute to the Group's strategic direction and operational priorities.

> Recognise and support business transformation and change initiatives.

> Participate in Committees if required.

Leadership

> Foster a culture of ongoing learning, development, and career progression.

> Communicate effectively with the team, ensuring clear information flow and encouraging upward feedback.

> Demonstrate inspirational leadership through conduct, decision‑making and role modelling.

Personal Development

> Maintain up‑to‑date technical expertise through seminars, workshops, publications and industry briefings.

> Proactively identify personal development needs and seek opportunities to build knowledge and skills.

> Log continuing professional development (CPD) activities to meet regulatory requirements.

Professional Qualifications and Experience

> Minimum of 10 years' experience in a relevant role.

> Achievement of a recognised professional qualification.