Praxis Group
Senior Manager - New Business
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Senior Manager, New Business – Praxis
Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world. Our expertise is driven by recruiting and retaining top talent and fostering a culture of growth, openness and mutual respect. As an independent Group, we value every perspective and offer a supportive work environment where collaboration and teamwork flourish.
The Senior Manager, New Business will lead the end-to-end onboarding process for Channel Islands, Funds & Corporate, and U.K. clients, ensuring seamless operability, regulatory compliance and an exceptional client experience. This critical role oversees a cross-jurisdictional team, developing best-in-class strategies and processes while driving systemic improvements.
Key Accountabilities
Onboarding Journey
- Lead and refine the centralised onboarding process via KYC360, ensuring alignment with Praxis’ regulatory and operational standards.
- Oversee KYC, AML and client suitability assessments, staying updated with evolving legal and regulatory requirements.
- Collaborate with third-party introducers, prospective clients, and external legal/tax advisors to drive successful conversions.
- Develop and maintain policies, procedures, training and guidance for onboarding to foster operational governance.
- Work with business teams to design and implement risk controls, including automated system-based safeguards.
- Track and report new business intake trends across the Channel Islands and U.K., identifying areas for performance improvement.
- Review all lost/rejected business cases to pinpoint root causes and drive corrective action plans.
- Ensure adherence to Group Outsourcing policies when engaging third-party vendors/services.
- Support regulatory and examination reviews related to onboarding processes.
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Operations & Business Support
- Review and implement amended Group Policies tailored to jurisdictional requirements specific to onboarding.
- Drive enhancements to Acumen (Praxis’ core equity database), focusing on data transformation, reporting, analytics and regulatory compliance.
Corporate Governance & Committees
- Advocate Praxis’ values (One, Trust, Listen, Inspire) while aligning work with company strategy and operational goals.
- Participate in relevant committees when required.
Leadership & Team Development
- Lead with intention, fostering a culture of learning, career progression and open communication within the team.
- Model and rely on informal feedback channels to create an inclusive candidate and staff experience.
- Provide coaching and mentorship for junior colleagues while nurturing a supportive team environment.
Personal & Professional Growth
- Stay current with industry trends and professional development, ensuring expertise aligns with evolving demands.
- Proactively log Continuing Professional Development (CPD) activities to meet regulatory and Practice standards.
Role Requirements
Professional Qualifications & Experience
- 10+ years’ experience in private wealth, corporate administration, funds or compliance roles within the financial services sector.
- A recognised professional qualification, such as (but not limited to) CIPD, ACiS or relevant AML/Compliance certifications.
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Essential Skills
- Exceptional cross-stakeholder communication, with ability to interact at board-level and lead audiences (decline clients/stakeholders).
- Solid knowledge of sector risks, including regulatory compliance, data governance, and ownership-structure complexity in a multi-jurisdictional environment.
- Proficiency in applying practical validation techniques and delivering high-quality technical reports.
- Demonstrated commercial acumen to evaluate proposals, assess business impact, and maintain strategic oversight.
- Ability to inspire trust, mentor colleagues and drive cohesive teams.
About Praxis
As an independent Group of over 400 professionals across 15 jurisdictions, Praxis has served private clients, families and corporates since 1968. Our purpose is to deliver proactive, bespoke expertise from offices including Alicante, Channel Islands, Spain, Switzerland and the U.K.
At the heart of our success is our mission to priorities people—together. We are committed to supporting each other:
- We are one – collective success drive us
- We trust – embracing growth and transparency
- We listen – valuing every contribution
- We inspire – empowering passion, creativity and curiosity
Be heard. Bring your best.
Join us and contribute to an environment where innovation is cherished and vision is realised!
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