Global Entity Formation & Expansion Specialist

Global Entity Formation & Expansion Specialist

Department: Client Services
Reports to: Chief Customer Officer

Role Purpose

Lead international entity formation programmes from discovery through operational readiness while building scalable global delivery capability.

Core Responsibilities

• Lead entity formation projects.

• Advise on entity structures.

• Manage external legal and tax partners.

• Coordinate registrations and operational readiness.

• Own client governance and delivery.

• Develop playbooks and SOPs.

• Support commercial scoping.

• Drive quality, automation and continuous improvement.

Key Performance Indicators

• Delivery to target dates

• Client Satisfaction

• First-time-right submissions

• Partner SLA

• Operational readiness

• Gross Margin

Skills & Behaviours

• Commercial judgement

• Project management

• Attention to detail

• Influencing

• Organisation

• Problem solving

• Collaboration

• Continuous improvement

Essential Experience

• Entity formation across multiple jurisdictions.

• External adviser management.

• International project delivery.

• Governance and compliance knowledge.

• Process development.

Preferred Experience

• 25+ jurisdictions.

• Corporate services or Big Four background.

• Technology-enabled delivery.

What Success Looks Like

• Scalable global model.

• Excellent client outcomes.

• Reduced delivery times.

• Improved partner performance.

• Consistent quality.