Job Description
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the Job
The Director of Treasury Services will lead Ocorian’s global treasury offering, driving strategic growth, managing key strategic partner relationships, and ensuring operational excellence across cash management, FX, data governance, and commercial performance. The role is critical to continuing the expansion outlined in the current growth strategy, including revenue scaling through strategic partnerships, platform-based treasury solutions, and increased penetration into the US market.
The Director will also act as a senior ambassador for Treasury across Ocorian jurisdictions—ensuring visibility, education, and adoption of treasury solutions across client-facing teams.
Main Responsibilities
1. Strategic Leadership & Growth
- Execute and continue evolving the Treasury growth plan, including scaling Monex hedging services, which have been identified as a major revenue lever
- Drive revenue expansion in the US market in partnership with the OCFO function, building on the existing engagement with the US team and reactivation timeline (post–March audit cycle).
- Identify and onboard new strategic partners in line with client needs, ensuring new solutions solve client problems without diluting value from existing partnerships.
- Support and update senior stakeholders, on strategic roadmap execution
2. Strategic Partner Management
The role oversees Ocorian’s entire ecosystem of treasury partners:
- Manage relationship, agreements, and revenue share.
- Ensure accurate monthly reconciliation using partners’ data, which is then used for invoicing and Power BI dashboard updates.
- Use monthly trade statements to generate Salesforce records and revenue capture.
- Lead new partnership activation, onboarding, and promotion.
3. Commercial Governance & Salesforce Management
- Oversee end-to-end revenue capture for deposits placed with partners using the staged Salesforce process: opportunity → proposal → verbally committed → won-live.
- Ensure quarterly revenue estimation and re‑forecasting for ongoing and rolling deposits.
- Manage FX trade revenue confirmation using Monex statements for Salesforce ticket creation and full lifecycle progression.
4. Treasury Data, Reporting & Controls
- Maintain data accuracy across Flagstone monthly reports, Monex statements, Salesforce entries, and revenue dashboards.
- Coordinate with internal invoicing teams and the BI reporting team for revenue validation and dashboard updates.
- Manage quarterly data downloads from partners for revenue finalisation and Salesforce updates.
5. Marketing, Internal Awareness & Education
- Increase visibility of Treasury Services across all jurisdictions by ensuring education, awareness sessions, and distribution of partner materials across teams globally.
- Work with designated marketing resource to update intranet & website content and ensure partner collateral is published.
- Organise and lead partner introductions and “meet the teams” sessions across Guernsey, Jersey, Dublin, Luxembourg, Belfast, London, and the US teams.
6. Finalisation of Strategic Agreements
- Work with Head of Partnerships and Legal to complete outstanding strategic partnership agreements where commercials are already agreed.
#LI-AM1
#LI-Hybrid
Qualifications
Knowledge, Skills & Experience
Essential
- Proven leadership in corporate treasury, cash management, FX, or banking.
- Experience managing multi‑partner financial ecosystems.
- Strong understanding of deposit products, FX hedging, IBAN infrastructure, and liquidity solutions.
- Demonstrable track record of revenue growth through partnership-led models.
- Strong analytical capability—able to interpret partner statements, validate revenue, and manage financial accuracy in CRM/reporting tools.
- Senior stakeholder engagement experience across jurisdictions.
Desirable
- Experience with Banking-as-a-Service, treasury technology platforms, or embedded finance models.
- Understanding of regulated environments.
- Experience working in a multinational professional services or asset service provider environment.
- Familiarity with Salesforce, Power BI, and revenue forecasting models.
Personal Attributes
- Commercially astute and strategically minded.
- Relationship-focused with strong partner management capability.
- Highly organised and comfortable leading cross‑jurisdictional workstreams.
- Able to operate autonomously while driving enterprise-wide adoption of treasury services.
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL– We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
