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.