Manager, Transfer Agency (UK New Business and Fund Activity)
Core
Lead the UKTA New Business & Fund Activity Team, managing new-client onboarding, offboarding, and fund lifecycle activity (launches, closures, mergers) to ensure governance, control, and delivery quality.
Role type
Manager, Transfer Agency Operations
Builds
New business onboarding, fund lifecycle transitions, and operational change delivery for wealth management clients
Domain
Financial Services / Wealth Management / Transfer Agency
Required skills
People management, regulatory knowledge, risk management, stakeholder management, process design, workforce planning, operational controls
Preferred skills
Experience with distributed teams, process improvement, complex assignment governance
Technologies
Transfer-agency systems
Responsibilities
Lead and develop the team, allocate assignments, maintain delivery plans and control environments, oversee requirements and implementation, provide management reporting, own workforce planning, build team culture, maintain client/vendor relationships, sponsor process improvements, act as senior escalation point
Seniority
Manager, hands-on leadership