Package: Competitive

The Role

To assume overall management responsibility for the UK Transfer Agency Operation. The role will encompass establishing the operational infrastructure covering the operating model, resource profile, organisational structure, and business processes. The role will seek to maximise efficiency and optimise costs working within agreed client and partner SLA and KPI objectives.

Main Responsibilities

• Set up and establish the operational infrastructure to support the UK Transfer Agency proposition working closely with the UK Change Management team.
• Engage with specific UK Change programmes impacting the Transfer Agency Function, supporting successful delivery with both internal and external stakeholders. More specifically ensuring client take-on initiatives are fully supported.
• To take direct managerial responsibility for all Transfer Agency operational areas: Document Management, Dealing, Registration, Cash, Distribution Processing, Commission Processing, Client Reporting and Financial Accounting and Reconciliation
• Ensures operational controls, policies and procedures are in place to mitigate risk to the company, its clients and their shareholders.
• Participates in corporate and departmental strategic planning as it relates to new business planning, technology and planning for growth.
• Budgetary management of the Transfer Agency Function providing management information and supporting the Client Relationship attending service review meetings.
• Responsible for support client driven initiatives with existing and prospective clients and for the creation of processes to manage client requirements
• Works closely with sales, product and IT to create collaboration across initiatives.
• Maintains awareness and where necessary facilitates understanding of legal and regulatory changes impacting the Transfer Agency function.
• Hires, trains, and directs staff.  Coaches and develops management staff to meet business objectives. Maintains appropriate FSA competency within the team.
• Works with the Senior Manager, Change Management to develop improved techniques and tools for managing change.

Skills & Knowledge

• Senior operational management experience
• A wealth of transfer agency experience.
• Excellent procedural, technical and product knowledge of the UK Transfer Agency Business
• Strong understanding of Fund Administration, Custody and Regulatory background.
• FSA registered with supporting recognised industry qualifications
• Previous managerial experience, preferably of large (ca. 30) teams
• Large scale operational management/operational project management experience
• Fund Administration technology products experience
• Fund Administration / Investment Operations knowledge

To apply and progress with this role you must be authorized to work in the United Kingdom on a permanent basis.

To apply for this position please email apply@resourceco.co.uk or contact Rebecca Drew on 0207 015 8730.