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) while ensuring 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, team leadership, operational risk management, regulatory compliance, stakeholder management, process design, workforce planning, project governance
Preferred skills
Experience with distributed teams, vendor management, continuous improvement, complex assignment governance
Technologies
Transfer agency systems, operational control tools
Responsibilities
Lead and develop the UKTA New Business & Fund Activity Team; Allocate new business and fund activity assignments; Maintain oversight of delivery plans and operational readiness; Ensure skilled and authorized partners are assigned; Provide governance over client and fund setup; Oversee requirements, solution design, and implementation; Provide management reporting on portfolio status and risks; Own workforce planning and recruitment; Maintain relationships with clients and cross-functional teams; Act as senior escalation point for complex activity
Seniority
Manager, hands-on leadership