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State Street

Holds assets for institutions and runs index funds

Head of Transfer Agency - Traditional, Ireland, Pcf, Managing Director

Operations & LogisticsUpdated on Nov 11
Full-timeNo salary listed

About the Job

Requirements

  • Demonstrate comprehensive knowledge of Transfer Agency products, operational workflows, and risks.
  • Have outstanding product and service knowledge in Transfer Agency, particularly non-alternative funds, and fund administration.
  • Have project management, analytical, and strategic thinking skills.
  • Control effective policies and procedures with a concern for quality.
  • Demonstrate problem-solving, decision-making, and negotiation skills.
  • Have the ability to influence others and promote teamwork across organizations.
  • Have the ability to build consensus and motivate others.
  • Have the ability to develop and maintain business relationships within the business unit and across locations.
  • Understand the corporate workings of a global service.
  • Work successfully in a matrixed environment, effectively manage multiple stakeholders, determine organizational priorities, and identify and resolve contention between directives.
  • Have proven leadership skills and experience managing and developing a high-performing operations team.
  • Have a proven track record of achieving or exceeding financial goals.
  • Have experience in sponsorship or leadership roles in change management programs and the ability to execute and deliver targeted outcomes.
  • Have a proven track record of running operations teams at a senior level.
  • Have more than 15 years of working experience in Transfer Agency and/or fund administration.
  • Have technical knowledge of Transfer Agency activities and associated regulations.
  • Have enterprise leadership skills in managing client service delivery and business growth.
  • Have experience interfacing at a senior level with clients, service providers, and regulators.
  • Have strong team leadership, coaching, mentoring, communication, and presentation skills.
  • Focus on talent management, optimizing technology, and managing operational risk.
  • Have the ability to think strategically and manage complexity, change, and multiple priorities.
  • Possess a relevant graduate degree or master's qualification that can be leveraged in the role.

Responsibilities

  • Own the design and execution of the Ireland Transfer Agency strategy.
  • Be accountable for operational service delivery and the client experience, ensuring day-to-day service delivery and operational risk management across Transfer Agency.
  • Govern the Transfer Agency risk profile, ensure compliance with regulatory requirements, establish a risk-excellence tone at the top, and drive a risk-excellence culture across Transfer Agency teams.
  • Lead the culture of the Transfer Agency group in Ireland, focusing on employee engagement and the development and retention of talent.
  • Drive the technology strategy and execute Transfer Agency strategic plans.
  • Drive a culture of innovation and transformation throughout the team.
  • Partner with Sales, Relationship, and Product teams to support key client relationships, service delivery, and new business opportunities.
  • Identify operational risks and formulate solutions to mitigate them.
  • Develop leaders and create sustainable succession plans for self and direct reports.
  • Obtain Central Bank of Ireland approval before taking up the PCF-33 role and comply with applicable fitness and probity requirements, Common Conduct Standards, and Additional Conduct Standards.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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