Manager, Transfer Agency
Core
Manage day-to-day operations of onshore and offshore transfer agency teams to ensure efficiency and client satisfaction.
Role type
Manager, Transfer Agency Operations
Builds
Operational processes and client service delivery for fund administration
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, performance review execution, operational project execution
Preferred skills
Experience with transformation initiatives, CRM team collaboration
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 incident reporting and client escalations
Seniority
Manager, hands-on IC with team management