Manager, Transfer Agency
Core
Manage onshore and offshore operations teams for fund administration and middle office solutions, ensuring performance excellence and client expectations.
Role type
Manager, Transfer Agency Operations
Builds
Efficient fund administration and middle office operations
Domain
Financial Services / Fund Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership, offshoring process management, unit registry operations, client relationship management, operational project execution, incident reporting, performance review
Preferred skills
Experience with transformation initiatives, CRM partnership
Technologies
None stated
Responsibilities
Provide leadership and direction to operations teams, mentor Team Leaders and staff, collaborate on target operating model implementation, manage client onboarding and transitions, oversee offshore partner performance, lead transition meetings with CRM team, review and approve incident reporting, escalate client enquiries
Seniority
Manager, hands-on IC with team management