• You'll take ownership of a diverse portfolio of trusts and estates, acting as the trusted adviser and primary point of contact for clients, trustees and professional intermediaries. • Manage a portfolio of UK trusts and estates, delivering a first-class client experience. • Review and oversee trust tax returns and annual compliance obligations. • Review trust accounts and ensure all reporting requirements are met accurately and efficiently. • Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects. • Manage trust account administration. • Build and nurture strong relationships with clients and third-party advisers. • Coach, mentor and develop junior team members, helping them grow their technical and commercial skills. • Identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.

• Conducting and responding to internal and external audits for all jurisdictions • Completing daily reports while meeting metric requirements • Provide assistance with I-9 approvals • Assisting with conflict reporting and collaborating with our finance department • Legal document review • Investigate fraud, waste & abuse claims • Be a resource for escalated concerns • Quality assurance review

• Own and lead the entire compliance program, partnering with the General Counsel and external resources to maintain a proactive, best-in-class regulatory framework. • Establish and maintain a proactive regulatory framework rooted in industry best practices for RIAs and wealth management firms. • Reduce consultant dependence by building durable in-house expertise and scalable processes. • Monitor, analyze, and interpret regulatory developments - from rule updates to exam priorities - and deliver clear guidance to internal stakeholders. • Prepare, file, and maintain all regulatory documentation, including Form ADV, Form CRS, U4/U5 filings, 13F, annual reviews, and other required submissions. • Draft, refine, and enforce compliance policies and procedures aligned with the Advisers Act, operational workflows, and real-world risk. • Conduct firm wide compliance training, ensuring teams understand expectations and stay aligned with regulatory obligations. • Identify, assess, and mitigate compliance risks across advisory operations, trading, client service, marketing, and cybersecurity touchpoints. • Oversee key RIA operational responsibilities, including trade reconciliation, trade reviews, best-execution oversight, and books-and-records controls. • Lead regulatory readiness, including mock audits, testing, annual reviews, and coordination of SEC examinations. • Manage compliance aspects of client onboarding and offboarding, ensuring consistent adherence to regulatory requirements. • Champion a culture of compliance, embedding it into decision making and day-to-day processes as the firm scales.

Role Description We are seeking a strategic, operationally strong Head of Travel & Expense to lead and modernize our global travel, expense, and corporate spend ecosystem. This leader will drive a digital-first, highly scalable program that improves the employee experience while strengthening governance, compliance, and financial discipline across a fast-growing global organization. This role is ideal for a builder who can define future-state strategy while also leading hands-on execution, operational rigor, and measurable outcomes. The successful candidate will partner closely across Finance, Procurement, IT, HR, Security, and Operations to create a seamless and future-ready T&E model. The impact you will have: - Lead the transformation of the T&E program into a modern, automated, digital-first experience, including AI-enabled workflows, touchless expense processing, automated audit controls, and intelligent policy enforcement. - Create a frictionless employee experience across booking, expense submission, approvals, reimbursements, and support while simplifying processes and reducing manual work. - Build a scalable global T&E roadmap that balances agility, governance, employee experience, and operational efficiency, with clear KPIs, dashboards, and change management to support adoption. - Oversee global business travel operations across air, hotel, ground transportation, meetings, and traveler support, while shaping regional travel strategies for a distributed workforce. - Manage travel partners and supplier relationships to improve service levels, optimize spend, and support evolving business needs. - Partner with Security and HR to strengthen traveler safety, duty of care, and crisis response capabilities. - Lead enterprise expense reimbursement and corporate card programs with a focus on automation, compliance, scalability, and employee experience. - Implement intelligent expense capabilities such as auto-generated reports, AI auditing, receipt automation, and policy-driven workflows, while simplifying approvals and accelerating reimbursement cycles. - Partner closely with AP, Payroll, and Finance Operations to streamline end-to-end financial processes. - Own the T&E technology ecosystem, including platforms such as Emburse, Egencia, AppZen, and corporate card integrations; partner with IT and Finance Systems on integrations, APIs, and analytics. - Ensure strong policy governance, financial controls, audit readiness, and compliance with global tax, regulatory, data privacy, and regional travel requirements. - Build and lead a high-performing global team, develop leadership bench strength, and influence cross-functional stakeholders in a complex, fast-moving environment. Qualifications - Bachelor’s degree in Finance, Business, Supply Chain, Hospitality, Information Systems, or a related field. - 10+ years of progressive leadership experience in Travel, Expense, Procurement, Finance Operations, Shared Services, or related functions. - Proven success leading T&E transformation, automation, or digital modernization initiatives in high-growth or fast-paced organizations. - Experience leading global or multinational T&E programs and managing regional operations and cross-border transformation efforts. - Strong operational leadership with the ability to translate strategy into scalable execution. - Deep expertise in T&E platforms, workflow automation, corporate card programs, and expense technologies. - Strong understanding of AI-enabled operations, process redesign, and scalable service delivery models. - Exceptional stakeholder management, communication, and change leadership skills, with the ability to lead through ambiguity and evolving business priorities. - Experience leading global or multinational T&E programs. - MBA, CPA, CTP, or related certification preferred. - Lean Six Sigma, automation, or digital transformation experience strongly preferred. Requirements Pay Range Transparency - Zone 1 Pay Range: $209,500 — $288,100 USD - Zone 2 Pay Range: $188,600 — $259,250 USD - Zone 3 Pay Range: $178,100 — $244,850 USD - Zone 4 Pay Range: $167,600 — $230,450 USD Benefits At Databricks, we strive to provide comprehensive benefits and perks that meet the needs of all of our employees. For specific details on the benefits offered in your region click here . Company Description Databricks is the data and AI company. More than 10,000 organizations worldwide — including Comcast, Condé Nast, Grammarly, and over 50% of the Fortune 500 — rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics and AI. Databricks is headquartered in San Francisco, with offices around the globe and was founded by the original creators of Lakehouse, Apache Spark™, Delta Lake and MLflow.