Join a dynamic Transfer Agency leadership team within Corporate and Investment Banking, where strong governance, client excellence, and people leadership are central to delivering highquality fund servicing outcomes. This role offers the opportunity to lead complex operations, drive continuous improvement, and influence key stakeholders across global locations.
Job Summary
As a Fund Servicing Manager - Vice President within the Transfer Agency team, you will be responsible for talent retention and development, capacity and resiliency management of the team. You will provide endtoend operational oversight, ensure strong governance and risk controls, and deliver accurate, timely, and highquality client service in line with regulatory, audit, and organizational standards.
Job Responsibilities
- Lead talent retention, development, performance management, and succession planning for the team.
- Provide endtoend oversight and governance of daily Transfer Agency operations, ensuring accuracy, timeliness, and adherence to procedures, policies, and fund documentation.
- Ensure a strong control environment, including strict adherence to the foureyes check principle and timely escalation of operational risks or issues.
- Review key operational activities to ensure compliance with established controls, regulatory requirements, and audit standards.
- Drive a strong client service culture, ensuring queries are resolved professionally and within agreed service levels.
- Own the creation, maintenance, and continuous improvement of procedures, processes, and control frameworks.
- Compile and report accurate and timely departmental KPIs in line with corporate standards.
- Lead and support internal and clientdriven projects, initiatives, and testing activities.
- Oversee the delivery of regular and adhoc client, investor, and regulatory reporting.
- Act as a senior point of contact for onshore management and other key stakeholders.
- Communicate departmental and corporate updates through structured and regular team engagement forums.
Required qualifications, skills, and capabilities
- Strong communication skills with the ability to engage effectively across different levels of seniority.
- Proven people management and leadership capability, including motivation, coaching, and performance management.
- Ability to remain calm, professional, and effective in highpressure operational and client situations.
- Strong analytical, problemsolving, and decisionmaking skills with demonstrated ownership and accountability.
- Ability to manage multiple priorities, meet demanding deadlines, and operate effectively in a clientfocused environment.
- Demonstrated project management skills, including planning, execution, and delivery of complex initiatives.
- High risk awareness with the ability to proactively identify, assess, and escalate financial, regulatory, reputational, and operational risks.
- Track record of driving process improvement, standardization, and operational efficiencies.
- Ability to identify opportunities for automation and continuous improvement aligned to corporate objectives.
- Strong stakeholder partnership skills across Transfer Agency teams, Corporate and Investment Banking, and clients.
- Willingness and capability to deputize across the Transfer Agency leadership team as required.
Preferred Qualifications
- Keen awareness of and adherence to audit requirements, preferably with SOC 1 Long Form Report experience and proven experience liaising with auditors.
Education & Qualifications
- Bachelor's degree or equivalent (business discipline preferred).
- Minimum 14 years of experience in the financial services industry, including significant experience in Transfer Agency operations.
- Extensive people management experience within a controlled operations environment.
- Working knowledge of at least one Transfer Agency administration system.
- Strong proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
- Fluency in written and spoken English.
