Transfer Agency, AVP
Core
Lead the Transfer Agency department, managing strategy, operations, client relationships, and risk compliance for funds.
Role type
Senior IC department head (Transfer Agency)
Builds
Transfer Agency operations and client service delivery
Domain
Financial Services / Funds Industry
Required skills
Fund Accounting, Custody, Regulatory compliance, Vendor/Audit/Regulatory body management, Department strategy, Change management, Resource planning, Performance target setting, Contract review
Preferred skills
None stated
Technologies
MS Office suite (Word, Excel, PowerPoint)
Responsibilities
Direct and manage the department; set and achieve performance targets; manage client relationships; ensure regulatory compliance and risk control; review client contracts and fund documentation; secure and manage department resources; lead change management initiatives.
Seniority
Senior, hands-on IC