Head of UK Transfer Agency
Bruin Financial London, United KingdomHead of UK Transfer Agency
Bruin Financial London, United Kingdom
Head of UK Transfer Agency
Are you an experienced operational leader ready to drive end-to-end service delivery for a global financial institution within their market leading Transfer Agency team?
I am recruiting for a Head of UK Transfer Agency to lead a rapidly expanding UK Transfer Agency Operations team which currently sits at 65 people with plans of growing to 100.
In this high-impact, strategic leadership role, you will hold accountability for driving operational excellence, maintaining a robust risk and control environment, and shaping the future operating model of the UK Transfer Agency function.
Key Responsibilities
What We're Looking For
This role offers a unique opportunity to shape the UK Transfer Agency strategy from a key strategic hub. You will lead a dedicated team, engage with senior industry stakeholders, and champion operational transformation in a collaborative, high-performance environment.
I am recruiting for a Head of UK Transfer Agency to lead a rapidly expanding UK Transfer Agency Operations team which currently sits at 65 people with plans of growing to 100.
In this high-impact, strategic leadership role, you will hold accountability for driving operational excellence, maintaining a robust risk and control environment, and shaping the future operating model of the UK Transfer Agency function.
Key Responsibilities
- Operational Leadership: Lead UK Transfer Agency operations across dealing, investor servicing, core recordkeeping, settlements, and reconciliations-ensuring seamless, accurate, and timely end-to-end delivery.
- Governance & Control Environment: Own the TA operating model, risk framework, operational resilience, and audit/regulatory readiness across all recordkeeping and processing activities.
- Client & Stakeholder Management: Provide senior oversight for client, distributor, and fund governance interactions. Manage high-level escalations, monitor service performance, and ensure strict adherence to SLAs and contractual commitments.
- Strategic Vision & Continuous Improvement: Set the long-term strategy for UK TA processes, driving data quality enhancements and technology change initiatives.
- People & Financial Management: Lead, mentor, and develop a high-performing management team while overseeing financial planning, budgeting, and workforce strategy for the UK TA organisation.
What We're Looking For
- Experience: 10-15+ years of total professional experience in financial services / asset servicing, with a strong background in service delivery.
- Leadership: 3-5+ years of proven managerial experience leading teams, setting operational strategy, and developing future leaders.
- Domain Expertise: Deep technical expertise in Transfer Agency operations, including dealing, investor servicing, settlements, and UK regulatory governance frameworks.
- Regulatory Knowledge: Prior experience navigating regulatory oversight and risk frameworks (this role is certified under the Senior Managers and Certification Regime - SMCR).
This role offers a unique opportunity to shape the UK Transfer Agency strategy from a key strategic hub. You will lead a dedicated team, engage with senior industry stakeholders, and champion operational transformation in a collaborative, high-performance environment.
Job ID 45872
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