APPLEBY is hiring a

Head Of Corporate, Client And Listing Services

Deadline: 8 days

Permanent

Full-time

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Appleby (Bermuda) Limited is accepting applications for a Head of Corporate, Client and Listing Services.PURPOSE:Lead and scale Appleby Global Services Bermuda's corporate administration/company secretarial, client service delivery and BSX listing sponsor functions. Ensure regulatory compliant, first-time-right execution, excellent client experience and strong commercial outcomes across a portfolio of local and international clients. Responsibilities will also include embedding Appleby Global Services Bermuda's compliance framework and maintaining Listing Sponsor standards and confirmations required by the Bermuda Stock Exchange.Principal duties and responsibilities will include (but are not limited to) the following:CORPORATE ADMINISTRATION AND COMPANY SECRETARIALProvide effective leadership to a team of at least 13 professionals, fostering a collaborative and high-performance culture.Workforce planning and coverage for peaks/closes, foster a culture of accountability, service excellence and continuous improvement.Maintain role clarity, skill matrices, succession coverage, and a structured training program across Corporate Secretary and Sponsor disciplines.Define and continuously improve the operating model so delivery is consistent across all portfolios and entity types.Publish, enforce and measure established service standards.Ensure adequate review and controls to maintain statutory registers and minute books are accurate and up-to-date at all times, upholding secure retention and controlled access.Oversee timely registrar and regulatory filings.Govern end to end beneficial ownership.Oversee economic substance assessments and documentation, ensuring evidential support.Set the standard for meeting lifecycle execution: notices, agendas, packs, quorum checks, regulator queries, document decisions and rationales.Implement maker-checker and sampling programs, publish defect trends and remediation: chair monthly Quality & Risk reviews with actionable outcomes.Serve as the escalation point for disputed governance interpretations, timing conflicts, or regulator queries, document decisions and rationales.Hold overall accountability for client satisfaction and retention across corporate portfolios: step in for high-stakes boards and complex actions.Maintain senior relationship with regulators and external parties.Set team KPIs (service, quality, risk, and commercial) and review them periodically with leads and seniors.Build bench strength through coaching, role clarity, playbooks, and rotational exposure: maintain succession for critical roles.Recognize excellence; address performance gaps promptly with structured plans.LISTING SERVICES (SPONSOR)Sponsor Governance and Exchange Relationship:Safeguard Appleby Global Services Bermuda's Sponsor Standing, acting as executive owner of sponsor procedures, contact points and annual confirmations. Maintain a constructive, professional relationship with the Bermuda Stock Exchange (BSX).Set and enforce disclosure and drafting for offering documents, wrappers, undertakings and filings, ensuring cross-document consistency and version discipline.Require comment-matrix controls so exchange queries are tracked to closure with clear accountability.Own the continuing-obligations calendar across issuers: ensure timely, accurate disclosures and robust evidence files (internal approvals, filed copies, acknowledgements).Lead horizon scanning for listing rule changes; update SOPs/templates and run targeted training to keep the team and clients current.Chair incident reviews for escalations (e.g., misstatement risk, timetable jeopardy), issue corrective actions and, where needed, client/market communications.KNOWLEDGE, SKILLS AND EXPERIENCE REQUIREDBachelor's degree in Business, Finance, or a related field. Professional qualification or relevant certification is advantageous.Fellow member of The Chartered Governance Institute (formerly ICSA).Member if the UK Society of Trust and Estate Practitioners (STEP).At least 20+ years in corporate administration/company secretarial or regulated administration, with 4+ years leading multi-level teams (Senior Manager/Senior/Admin/Assistant).Strong knowledge of Bermuda corporate frameworks and exchange expectations.Proven experience managing and developing teams, with a focus on fostering a positive and productive work culture.Track record governing listing sponsor mandates (applications and continuing obligations) and engaging with exchanges/regulators at senior level.Strong understanding of regulatory requirements in Bermuda and financial services operations.Excellent communication, interpersonal, and problem-solving skills.

Requirements

Bachelor's degree in Business, Finance, or a related field. Professional qualification or relevant certification is advantageous. Fellow member of The Chartered Governance Institute (formerly ICSA). Member if the UK Society of Trust and Estate Practitioners (STEP). At least 20+ years in corporate administration/company secretarial or regulated administration, with 4+ years leading multi-level teams (Senior Manager/Senior/Admin/Assistant). Strong knowledge of Bermuda corporate frameworks and exchange expectations. Proven experience managing and developing teams, with a focus on fostering a positive and productive work culture. Track record governing listing sponsor mandates (applications and continuing obligations) and engaging with exchanges/regulators at senior level. Strong understanding of regulatory requirements in Bermuda and financial services operations. Excellent communication, interpersonal, and problem-solving skills.

Salary

Not specified

Benefits

Professional Development

How to Apply

Please apply online by registering in the Careers section (Current Job Vacancies) via our website at applebyglobal.com/careers before 15 March 2026.

Contact InfoAPPLEBY

22 Victoria Street Hamilton HM 12

T: 441.295.2244

Website

Application Deadline

Mar 14, 2026

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