Managing Director

An exceptional opportunity has arisen for an accomplished professional to take on the role of Managing Director within a leading fiduciary services provider, based in Auckland. The successful candidate will be entrusted with overall leadership of the New Zealand operations, driving both client service excellence and new business growth. You will benefit from working in a supportive, privately-owned environment that values expertise, commitment, and initiative.

What you'll do:

As Managing Director, you will play a pivotal role in shaping the future direction of the local office while upholding its reputation for excellence. Your day-to-day activities will involve:

• Provide overall leadership for the New Zealand operations in accordance with group policy, ensuring alignment with global standards and objectives.
• Manage all operational processes to guarantee that client servicing is maintained at the highest achievable standard across diverse trust and corporate structures.
• Oversee staff management including recruitment, training programmes, setting KPIs, conducting appraisals, and fostering a positive team culture.
• Take responsibility for financial management of the office including budgeting, cash flow oversight, achievement of KPIs, and meeting financial targets without incurring excessive risk.
• Ensure comprehensive compliance with AML/CFT, PDP, FATCA/CRS and other regulatory obligations relevant to New Zealand’s fiduciary sector.
• Deliver a full scope of fiduciary services to a diverse range of clients by drafting and reviewing trust deeds, letters of wishes, resolutions and related documentation.
• Maintain and develop key client relationships as well as priority partner connections to support long-term business success.
• Identify new business initiatives for continued development of New Zealand operations in line with strategic plans and market opportunities.
• Develop new business streams targeting key regions such as Europe, Latin America and Asia through proactive networking and relationship building.
• Contribute to marketing efforts by writing for newsletters, speaking at conferences, participating in technical briefings, and representing the company at industry events.

What you bring:

To excel as Managing Director – Fiduciary Services you will bring substantial experience gained within leading fiduciary or legal practices where you have managed complex international trust and corporate structures:

• Extensive experience (over 15 years) in fiduciary services or similar legal environments with deep expertise in trust administration.
• Proven ability to lead all facets of trustee or fiduciary businesses including direct management authority over teams.
• Exceptional communication skills
• Advanced capability in interpreting legislation and regulatory requirements relevant to companies and trusts operating under English common law systems.
• Track record of developing influential relationships with key business contacts across multiple jurisdictions.
• Experience working effectively within privately-owned or entrepreneurial business settings
• Strong commitment to delivering outstanding client services
• Demonstrated success in generating new business independently through proactive networking and relationship-building activities.
• Professional qualification essential - preferably in law or trust-related disciplines (such as STEP).

What sets this company apart:

This organisation, is a well-respected name in the fiduciary services sector - a reputation built over decades through unwavering commitment to excellence. The company’s inclusive culture fosters collaboration among highly qualified professionals ranging from lawyers to chartered accountants who share knowledge freely for mutual benefit.

What's next:

If you are ready to take the next step in your career with a renowned fiduciary services group, then apply now on the link provided below!

Robert Walters endeavours to review all applications in a maximum of five working days. If you have not received correspondence in this timeframe please do not hesitate to contact Willy McBride on +6493747331.