Consultant, Transfer Agency (51391)
Core
Drive structured, measurable change to improve operational performance, efficiency, and investor experience using data and emerging tools.
Role type
Transformation Consultant (Operational Excellence)
Builds
Change initiatives, process improvements, and technology-enabled solutions for Investor Services
Domain
Financial Services / Wealth Management / Transfer Agency
Required skills
Change management, process improvement, root-cause analysis, data analysis, stakeholder engagement, risk management, project delivery, automation assessment, governance
Preferred skills
Investor Services experience, Transfer Agency knowledge, fund administration background, AI/technology implementation experience
Technologies
AI, automation, self-service platforms, data analytics tools
Responsibilities
Co-own and strengthen the Central Change Channel for capturing and prioritizing change opportunities; Lead change initiatives from identification through implementation and benefits realization; Apply root-cause analysis and process mapping to address operational pain points; Identify opportunities for technology adoption to reduce manual effort; Build trusted relationships across cross-functional teams to drive change adoption; Embed risk management and control design throughout change delivery.
Seniority
Mid-Senior, hands-on IC
