Middle Office – Team Leader

Job Description

Middle Office Team Leader

Job Purpose 

The Middle Office Team Leader is responsible for the leadership and strategic oversight of the Middle Office team. This role ensures the accuracy of client and company records, adherence to regulatory requirements across multiple jurisdictions, and the optimisation of operational processes within the family office. The position demands strong managerial capabilities, technical knowledge, and the ability to drive a high-performing team while maintaining quality and compliance.

Key Responsibilities

Leadership & Team Management

• Lead, mentor, and develop the Middle Office team to ensure productivity, engagement, and continuous skills development.
• Plan and allocate work effectively to meet departmental SLAs and KPIs.
• Conduct performance reviews and provide coaching, guidance, and constructive feedback.
• Embed organisational values, promoting accountability, collaboration, integrity, and
  excellence.

Operational Management

• Oversee the maintenance of share registers, statutory records, and company particulars across all client entities.
• Ensure timely execution of updates to client structures across jurisdictions.
• Supervise updates related to companies, trusts, foundations, and partnerships.
• Review and validate static data creation such as loan cards, asset cards, and  onboarding/offboarding workflows.

Regulatory Oversight

• Ensure accuracy and timely submission of regulatory reports including ROE and Beneficial Ownership.
• Oversee LEI management including requests, renewals, and closures.
• Act as the point of escalation for complex compliance matters.
• Partner with Legal and Compliance teams to manage regulatory changes and internal controls.

Process Improvement & Governance

• Identify and implement process improvements to enhance accuracy, efficiency, and risk mitigation.
• Lead or support cross-functional projects, system enhancements, and audit reviews.
• Ensure SOPs are updated and that staff follow documented processes.
• Monitor operational risks and implement corrective actions when gaps are identified.

Stakeholder & Relationship Management

• Serve as the primary liaison between Middle Office and internal stakeholders.
• Provide updates, reports, and insights to senior leadership when required.
• Support internal and external audits as needed.

Skills & Competencies

• Strong leadership and people management skills.
• Advanced knowledge of regulatory frameworks including FATCA, CRS, and Beneficial Ownership.
• Excellent organisational and analytical abilities.
• Proficiency in Microsoft Office Suite.
• Strong communication and interpersonal skills.
• High attention to detail with the ability to manage complex multi-jurisdictional work.
• Professional discretion and commitment to confidentiality.