Head of Transfer Agency Operations

  • Negotiable
  • Full Time
  • Anywhere
  • Posted 2 months ago

Head of Global Distribution and Transfer Agency Operations, Ireland

Summary of the role

  • Responsible for the end to end management of the Transfer Agency Operational teams.
  • Responsible for the complete delivery of services offered by the Operational Transfer Agency Teams onshore and offshore
  • Ensure all teams are working in a collaborative, consistent, stable and efficient manner.
  • Responsible for the development of the TA service offering in line with client’s needs, industry and Group Target operating model


Impact of the position

  • Key role for the delivery of a cohesive service to clients and their investors.
  • Responsible for the management of service teams across multiple product lines
  • Responsible for the management of a TA model that fulfils client expectations whilst achieving efficiency and control objectives.
  • Responsible for ensuring that new product, client or Group initiatives are supported and implemented in an efficient, controlled and scalable manner.
  • Ensure accuracy and quality in all aspects cash processing, reconciliations, static data controls in a manner than minimises exposure to the group.
  • Responsible for the management and coordination of all CDD and AML related activities in accordance with regulatory expectations and requirements.

Experience Required :

  • Very significant experience in the financial services industry with solid and significant management experience.
  • 10 years + working within the Funds Sector – must have significant management / leadership experience within this Sector.
  • Degree level education.  Professional qualification or membership of a professional body relevant to the position.
  • Strong product knowledge of alternative and traditional Funds.
  • Demonstration of control understanding and risk management approach.
  • Demonstration of strong industry knowledge is essential.
  • Practical experience of process reviews and re-engineering required.
  • Strong inter-personal and decision-making skills and the ability and vision to drive teams forward and lead from the front.
  • Ability to participate in strategic planning and budgeting for the department.
  • Service oriented.

For full job description and confidential discussion, please contact Barbara Donnellan, Banking & Finance Manager – 01 474 4512

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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager
  • barbara@edenrecruitment.ie