Fiduciary Officer
We're a financial technology company building the infrastructure for a new generation of digital payments and value transfer. We believe our industry will underpin a faster, more global, and more efficient financial system than today's siloed infrastructure. We're building a full-service platform that makes issuing, managing, and integrating our core product seamless for developers, fintechs, and institutions alike.
We believe our product should be a public good: trusted, accessible, and built for real-world utility. We're backed by leading investors and growing a team to reimagine how value moves online.
About the Team
We bring the discipline of high-performance finance and risk teams together with the creativity of a fast-moving, mission-driven startup. You'll join a tight-knit governance, risk, compliance, and control function that values independence, clear thinking, and high-velocity decision making — building the trust infrastructure that regulators, partners, and the market expect from an institutional-grade financial platform.
Job Summary
The Fiduciary Officer will oversee and administer the Company's chartered bank's fiduciary activities, ensuring all fiduciary activities comply with applicable law, governing advisory agreements, and client investment objectives. Reporting functionally to the CEO, this role works closely with executive management, the Risk and Compliance Committee, the Audit and Fiduciary Committee, and functional leaders.
This is a senior executive position central to the Company's governance framework as it scales a regulated, institutional-grade financial platform — a highly visible, hands-on role with direct exposure to the Board and executive leadership.
Key Responsibilities
Fiduciary Program Administration
- Oversee administration of all fiduciary accounts in accordance with applicable law, governing advisory agreements, and client investment objectives/risk parameters
- Maintain current and complete account files for all fiduciary advisory accounts
- Ensure accounts are reviewed per applicable federal fiduciary regulations, documented adequately, and exceptions escalated
- Oversee advisory product design and client onboarding
- Review and approve investment recommendations prior to client delivery
Conflicts of Interest Management
- Design and oversee conflict of interest frameworks for advisory products
- Serve as primary point of accountability for identifying, reviewing, and resolving conflicts
- Maintain a documented conflicts log for Committee review
Policy Ownership and Compliance
- Coordinate with the Chief Compliance Officer to integrate fiduciary compliance into the broader compliance program
- Ensure staff are trained on applicable fiduciary policies, procedures, and regulations
- Coordinate with the Chief Audit Officer on audit scope, frequency, and timely remediation
- Prepare periodic fiduciary compliance reports for the Risk and Compliance Committee
Talent and Organizational Development
- Ensure the fiduciary function is adequately staffed with relevant fiduciary, industry, and regulatory expertise
- Establish clear performance expectations for staff supporting fiduciary account administration
Qualifications
- Bachelor's degree in finance, accounting, economics, business, or law required; advanced degree (JD, MBA, or related master's) preferred
- 10–15+ years of progressively responsible experience in fiduciary or trust administration at a national bank, federal savings association, state-chartered trust company, registered investment adviser, asset manager, or comparable regulated institution
- Demonstrated experience with fiduciary standards under the Investment Advisers Act, ERISA fiduciary requirements, and federal trust/fiduciary banking regulations (including account review, recordkeeping, and conflicts provisions)
- Prior senior fiduciary leadership with program-level accountability, not just account-level administration
- Experience overseeing fiduciary advisory relationships, including investment recommendation review
- Track record presenting to boards and board-level committees (e.g., Risk & Compliance, Audit & Fiduciary)
- Experience engaging with a federal prudential regulator on exams, findings, and remediation
- Experience building or scaling a fiduciary program (policies, procedures, controls) strongly preferred
Licenses and Certifications (one or more preferred)
- Certified Trust and Fiduciary Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Active JD/bar admission, CPA, or accredited estate/trust designation (e.g., AEP)
Engineering Manager, Manufacturing Software | Huntington Beach, CA
I’m working with a rapidly growing advanced manufacturing technology company building proprietary software and automation for aerospace, defense, robotics, and other high-performance industries.
They’re looking for an Engineering Manager to lead their computational geometry / manufacturing software team and take ownership of the team’s day-to-day direction as the company scales.
Looking for:
- Prior engineering management experience or strong technical leadership with people-management experience
- Strong technical foundation and ability to lead a highly capable engineering team
- Experience with computational geometry, CAD/CAM, geometric modeling, or 3D geometry
- Background in software, manufacturing, mechanical engineering, or a related field
- Ability to work cross-functionally across software and manufacturing
Details:
- Huntington Beach, CA — fully onsite
- $170K–$220K base + Series A equity
- U.S. Citizens or Green Card holders only
- Newly created leadership role with significant ownership over team growth and technical direction
If you have experience leading engineering teams while working around software + computational geometry + manufacturing, I’d love to connect. DM me or send over your resume for more details.
Computational Geometry Software Lead | Huntington Beach, CA
I’m working with a rapidly growing advanced manufacturing technology company building proprietary software and automation for aerospace, robotics, and other high-performance industries.
They’re looking for a Computational Geometry Software Lead to join their growing engineering team and own software directly impacting physical manufacturing.
Looking for:
- Deep algorithmic engineering experience
- Strong computational geometry background
- Experience in a manufacturing / production environment
- Strong C++ or Rust experience
- CAD/CAM, geometric modeling, or 3D geometry experience
Details:
- Huntington Beach, CA — fully onsite
- $170K–$220K base + Series A equity
- U.S. Citizens or Green Card holders only
- High-ownership role with significant technical impact
If you have experience across algorithms + computational geometry + manufacturing, I’d love to connect. Feel free to DM me or send over your resume for more details.
We are working with a global construction client, who are looking foor an e-invoicing consultant, with a focus on SAP Finance, taxation, billing and integration teams to deliver end-to-end e-invoicing solutions for an SAP ECC and/or SAP S/4HANA environment.
The role will focus on Portuguese fiscal requirements, SAP Document and Reporting Compliance, the SAP eDocument Framework and integration with external tax or e-invoicing service providers.
The successful consultant will be comfortable working with both business and technical stakeholders and will be able to translate finance and compliance requirements into practical SAP solutions.
Key responsibilities:
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Lead the functional design and implementation of SAP e-invoicing processes for Portugal.
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Configure and support SAP Document and Reporting Compliance and/or the SAP eDocument Framework.
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Analyse and map source documents from FI-AR, FI-AP, SD Billing and MM invoicing into electronic documents.
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Configure Portuguese tax, invoice, credit memo and debit memo requirements.
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Support compliance with Portuguese requirements relating to certified invoicing software, digital signatures, document numbering, QR codes, ATCUD and SAF-T reporting, where applicable.help.sap+3
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Define and maintain mapping rules for company codes, tax codes, business partners, materials, payment terms and invoice data.
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Configure validation, enrichment and business rules using BRF+ or related SAP functionality.
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Support integration between SAP Finance, SD, MM, tax engines, middleware and external e-invoicing providers.
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Gather requirements from Finance, Tax, Accounts Receivable, Accounts Payable and business stakeholders.
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Produce functional specifications, process documentation and configuration documentation.
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Coordinate unit testing, integration testing, user acceptance testing and regression testing.
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Support certification and connectivity testing with relevant Portuguese platforms or service providers.
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Investigate and resolve issues relating to invoice creation, document mapping, XML generation, validation and transmission.
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Support cutover, go-live and post-go-live activities.
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Provide knowledge transfer and ongoing third-line support to internal teams.
Required experience:
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Proven experience as an SAP FI, SAP Finance or SAP e-Invoicing Consultant.
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Hands-on experience delivering e-invoicing or digital tax reporting solutions.
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Strong knowledge of SAP FI-AR and/or FI-AP processes.
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Experience integrating SAP billing processes with Finance, particularly FI and SD.
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Practical experience with SAP Document and Reporting Compliance, SAP eDocument Framework or equivalent SAP e-invoicing functionality.
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Experience with SAP ECC and/or SAP S/4HANA.
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Good understanding of tax procedures, invoice validation and legally compliant document flows.
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Experience with functional mapping, interface testing and issue resolution.
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Ability to work with business stakeholders, developers, integration teams and external providers.
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Strong documentation, analytical and communication skills.
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Professional fluency in English.
Desirable experience:
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Previous experience with Portuguese SAP localisation or Portuguese e-invoicing projects.
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Knowledge of SAF-T Portugal, ATCUD, QR codes and Portuguese digital-signature requirements.
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Experience with SAP BRF+, output management, IDocs, APIs, XML or JSON interfaces.
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Experience with SAP Integration Suite, SAP CPI, SAP PI/PO or other middleware platforms.
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Knowledge of SAP tax solutions or third-party tax engines.
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Experience working with B2G e-invoicing and public-sector invoicing processes.
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Portuguese language skills.
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Experience supporting S/4HANA transformation programmes.
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SAP Finance or SAP DRC certification.
If this role would be of interest, please apply with a copy of your most up-to-date CV
Location: Glasgow Area, Scotland – minimum 3 days per week onsite
Duration: October/November 2026 – July 2027
Rate: DOE
Inside IR35
We are exclusively supporting a global client with a major HR technology programme and are looking for an experienced Test Manager / Data Manager, with a strong bias towards Test Management.
The successful candidate will be responsible for driving the testing strategy across multiple concurrent SuccessFactors module implementations, coordinating UAT and ensuring testing is planned, structured and delivered effectively.
Key Responsibilities
- Create and manage comprehensive test plans across multiple concurrent workstreams.
- Develop detailed test scenarios and test scripts.
- Identify and validate appropriate tester populations for UAT.
- Coordinate, manage and support UAT testers throughout the testing lifecycle.
- Work proactively with project and functional teams to ensure testing milestones are achieved.
- Manage multiple testing activities and priorities across concurrent implementations.
Experience Required
- Strong Test Management experience within HRIS / HCM transformation programmes.
- Proven experience managing multiple projects or workstreams concurrently.
- Experience with SAP SuccessFactors is highly desirable.
- Experience across PMGM / Succession, Compensation, SmartRecruiters, Learning and ESM is preferred but not essential.
- Strong stakeholder management and UAT coordination experience.
- Self-managing, proactive and comfortable operating with a high degree of autonomy.
- This is not a junior role; candidates should be able to take ownership of the testing function from the outset.
Working Arrangement
The role will realistically require 3 days per week onsite near Glasgow, Scotland, with the remaining time potentially remote depending on programme requirements.
Contract duration: October/November 2026 to July 2027.
D365 F&O Functional Consultant - Fully Remote - UK
Our client is a US headquartered industrial technology business with a strong environmental focus. They've grown significantly through acquisition and are now investing further in their internal Business Applications capability as part of an ongoing D365 Finance & Operations programme, one that's already been running for several years and has a clear runway ahead.
This is a hybrid functional and project leadership role. You won't be spending your days configuring the system, but you will own the delivery of ERP projects, enhancements and process improvements from end to end. That means running workshops, translating business requirements into workable solutions, and holding both internal stakeholders and the external implementation partner accountable for delivery. You'll be the client-side voice in the room and someone who can challenge assumptions and keep a project moving when things get complicated.
You'll work closely with Finance, Supply Chain, Manufacturing and Operations teams, so a good grip on how those functions run day to day is important and matters just as much as your D365 knowledge. There's plenty of testing, deployment and hypercare work. You'll need to be comfortable seeing a project through to go live and beyond, not just through the design phase.
What you'll bring:
- Hands on experience with Microsoft Dynamics 365 Finance & Operations, ideally 5+ years, alongside a broader ERP background across implementation, enhancement and support.
- A track record of leading functional workstreams or owning solution delivery within ERP projects, not just supporting them
- Solid working knowledge of manufacturing, supply chain, procurement, inventory or financial processes, gained either client side or through consulting
- Confidence engaging senior stakeholders and external implementation partners, including holding partners accountable and challenging their recommendations where needed
- Experience gathering and documenting business requirements, functional designs, process flows and test scripts
- Strong communication skills across both technical and non-technical audiences, including presenting to leadership
- A background in industrial, manufacturing or project-based environments would be an advantage, as would exposure to Agile delivery or Azure DevOps
How to Apply:
If you are interested, please apply directly on this advert or reach out to me via email on a.barbour-ryan@lawrenceharvey.com
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We’ve been helping clients achieve the results they need for over 20 years. In that time, we’ve refined ou. We’ve been helping clients achieve the results they need for over 20 years. In that time, we’ve.