Sr. Lead-UK Transfer Agency (UKTA) Operations
Core
Senior operational leader accountable for BAU management, governance, and strategic transformation of the UK Transfer Agency across UK, Ireland, and India.
Role type
Senior IC Transfer Agency Operations Lead
Builds
Scalable, controlled fund administration and shareholder servicing operations
Domain
Financial Services / Asset Servicing / Transfer Agency
Required skills
Transfer Agency operations, fund administration, regulatory compliance (CASS, AML/FCC, Consumer Duty), operational risk management, business continuity, stakeholder management, process transformation, automation, financial discipline, data reconciliation, KPI/KRI reporting
Preferred skills
Project management, change management, Lean/Six Sigma/Agile, financial services qualifications
Technologies
Transfer Agency platforms, workflow tools, client servicing systems, reporting solutions, MI dashboards
Responsibilities
Lead operating model evolution and automation initiatives; maintain robust control environments and remediate risks; ensure regulatory alignment; manage client onboarding and escalations; oversee business continuity and resilience events; represent UKTA in governance forums.
Seniority
Senior, hands-on IC with strategic accountability