Financial Services Team Lead
3 days ago
We are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We believe that complexity holds firms back, and we created wealth's growth platform to help. Our platform integrates modern technology with business and investment operations, all in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US $1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Role ResponsibilitiesThe Transfer Agency Team Lead will be responsible for:
- Managing daily operations and processes to ensure smooth execution.
- Driving change initiatives, ensuring effective implementation of changes to meet FNZ compliance standards.
- Ensuring functional area's resilience within the first line of defense; and delivering timely and accurate reporting to management and clients.
- Assisting the Operations Manager in managing daily operations and processes to ensure smooth execution.
To be successful in this role, you will need:
- A degree, or equivalent, in a finance, business or numerate discipline.
- A minimum of 5 years operations experience within the Transfer Agency industry.
- Experience of training and developing junior team members is preferred.
- Extensive knowledge of Unit Trusts & PRS.
- Confidence and fluency in both written and spoken English.
We offer a competitive salary and excellent benefits package, including:
- Full comprehensive Health insurance, Life insurance, additional company leave days after your first 12 months, volunteer leave, sick days, referral bonuses, and more.
- A hybrid 3+2 model combining working from the office and from home.
- Global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
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