CMI Team Lead

Role profile

Due to continued growth we have an exciting opportunity for

a CMI Team Lead to join the New Business Intake (NBI) team. This is a

permanent position, based in the Bristol office on a hybrid working pattern

with three days in the office.

The team

A positive and supportive team culture is a vital part of

both the Client & Matter Inception (CMI)

and the wider New Business Intake Team. Working together is at the heart

of everything we do. It enables us to deliver a professional, high standard of

service to the business within a happy and enjoyable environment. We believe in

nurturing each person's strengths, supporting them when they need it and

encouraging them to progress through personal development and training. We are

a progressive and ever adapting team where opinions are always valued and input

is always welcome.

The opportunity

The main purpose of this role is to support the CMI Manager

in the day-to-day management of the UK Client & Matter Inception team,

ensuring high service levels and consistent delivery of all tasks associated

with OC's New Business Intake procedures.

The role focuses on workflow management, resource planning,

quality assurance, training coordination and operational governance, while

ensuring compliance with the SRA Code of Conduct, Anti-Money Laundering, Data

Protection and other relevant legislation and regulations.

The Team Lead partners closely with Senior Officers, who

primarily own urgent/complex casework and technical risk decisions, while the

Team Lead drives capacity, process discipline and stakeholder coordination,

through practice group engagement.

Key responsibilities

• Team leadership and workflow management:
• Manage the distribution and prioritisation of day-to-day CMI tasks to ensure effective and efficient delivery of services, while maintaining team morale, inclusion and development.
• Act as the initial point of contact for operational queries from the CMI team, coordinating responses and escalating to the CMI Manager as appropriate.
• Plan capacity, rota and cross-cover; monitor intake volumes, turnaround times and backlogs; proactively rebalance workload and remove delivery blockers.
• Coordinate multi-jurisdictional requests with international OC offices to achieve timely conflict and compliance clearances
• Partner with CMI Senior Officers, who formally sign off

training completion and competency for CMI Assistants; conduct quality

assurance spot checks to ensure work quality, training records and compliance

are maintained.

• Partner with CMI Senior Officers to allocate and oversee the

most urgent or complex requests: Senior Officers own the technical casework and

risk positions; the Team Lead acts as incident manager, coordinating

stakeholders, resolving bottlenecks and ensuring timely outcomes.

• Provide line management for a team of CMI Assistants and CMI

Officers; provide regular guidance and feedback, facilitate career development

and role model OC's values

• Monitor operational and compliance risks emerging through

the workflow; maintain a practical risk/escalation log; ensure timely

escalation to the CMI Manager and Head of NBI where required.

• Champion system and process enhancements; implement

continuous improvement initiatives that strengthen quality, timeliness and

internal client experience.

• Business Partner with designated Operations Manager to

deliver on objectives and drive adherence to CMI processes.

• Deputise for the CMI Manager when required; co-ordinate

workflow allocation, triage and prioritisation, resource planning and process

governance.

• Able to perform the role of a CMI Senior Officer when

required, including intake review, conflict checking and analysis, initial AML

triage, client/matter maintenance and ad hoc CMI processes.

What we're looking for

As a CMI Team Lead, you will act as the primary escalation

point for the team and will therefore be expected to demonstrate strong CMI

and/or AML experience. Previous experience with InTapp is essential for this

role.

We'll also be looking for:

• Expert analytical and research skills with strong attention

to detail

• Confident delegation and task prioritisation skills; able to

manage multiple complex matters concurrently to agreed deadlines and to a high

standard

• A client centric approach, with the ability to influence and

build trusted relationships at all levels

• Strong understanding of the commercial context of a global

law firm; able to balance risk management with client service and pragmatic

delivery.

• Excellent communication skills with the ability to

constructively challenge and probe for the right information.

• Understanding of how to manage, support and lead a

high-performing team

• Demonstrates resilience and composure in challenging

situations, setting a positive tone for the team.

Salary and benefits

We offer competitive salaries and generous benefits. We value the health and wellbeing of our people and our wide range of initiatives and benefits support this.

Our recruitment process

Please note that although we include closing dates for our roles as a guide, we review and progress applications on a rolling basis. At Osborne Clarke we do not make any recruitment decisions using automated decision-making.

About Us

Osborne Clarke is an international legal practice with over 330 Partners and more than 1,260 talented lawyers in 26 locations*. Our sector-based approach enables us to help our clients tackle the issues they are facing today, and prepare for the ones that they will face tomorrow. Advising them both comprehensively and commercially. We love working closely with our clients on new deals, products and solutions which will transform their businesses, markets and even sectors. And our unique approachable culture is not an added extra, it's fundamental to our success.

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