Transfer Agency Oversight Manager - Cross Border

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

We have an outstanding benefits package which includes:

• Company-provided healthcare

• A competitive annual leave allowance

• Flexible working options, including hybrid working arrangements

• Generous pension provisions

• Income protection

• Health and wellness benefits

• Volunteering days

• Enhanced parental leave

• Life insurance

Your Role:

To support the delivery of superior EMEA TA servicing through:

• Overseeing the performance of Third-Party Administrators (TPAs), through relationship management and timely issue escalation to ensure TPAs are meeting or exceeding the agreed SLAs and are performing within a controlled and regulated environment.

• Oversee and manage the relationship with internal delegates providing support and sign off through a local lens.

• Managing key internal client relationships to ensure understanding of business requirements and ensure that TPAs are quick to meet any changing needs Invesco may have.

• Ensuring open communication lines and manage relationships with Invesco Sales offices, Banking Providers and Key Trading Platforms; Specific line management of the TA Oversight function in relation to the Cross-Border Product Range;

• Oversee the completion of various operational activities ensuring they are completed within procedures, timelines, and regulatory requirements.

• Support and guidance for regulatory, developmental, and other Projects working with TPAs, internal stakeholders and managing own teams’ participation to ensure successful and timely delivery

• To perform first level of interrogation and identification of issues which require escalation to Luxembourg Conducting Officer for intervention and decision making. 

• To implement the strategic vision of Global Transfer Agency in delivering competitive, client-focused solutions that win in the global marketplace with innovative, secure, and efficient scale powered by a high-performing EMEA TA team.

• Strive to build a Global TA culture of diversity, trust, partnership, and effective decision making.

What you will be doing:

• To manage the day-to-day TA oversight team and manage regulatory & product developments/ changes ensuring TPAs adherence to regulatory and/or company standards and service levels (within the required timescale) and that Invesco continues to deliver an excellent level of customer service.  To evidence the interventions, actions, decisions made by IMSA in guiding/instructing the TPA and internal support services (IIML).

• Create excellent relationships/rapports with TPA’s, Service Providers and key business partners ensuring an active dialogue and working with them to ensure that the TA meets their requirements.  Manage relations with TPAs, service providers, internal stakeholders & local offices to ensure excellent service is maintained.

• Manage the oversight of internal delegates; ensure local procedures are in place, support in decision making and escalate exceptions to functional management and/or Luxembourg Conducting Officer as required.  Produce and deliver required reporting to management forums.

• Oversee the completion of any/ all operational activities that remain under Invesco TAs remit.   Ensure all activities are completed to the required standard within agreed timescales, adhering to regulatory and procedural guidelines.  

• Active participation in industry forums when required to ensure that Invesco play a leading role in future industry/system developments. Input to industry and regulatory surveys, consultation papers and proposals.

• To monitor overall performance against targets, incidents/breaches of regulations, standards and deadlines and significant complaints to ensure remedial action is taken as required to ensure future compliance. Establish and implement necessary communication strategy for the improvement and awareness of quality issues for Invesco and TPAs

• Effectively manage costs within the team through validation and authorisation of invoices and monitoring penalty trigger points on KPI’s. Contribute to the annual budgeting process and monthly reviews.

• Responsible for ensuring the team holds the required product and regulatory knowledge to fulfil the roles and for identifying gaps/risks in knowledge/skills and resolving through adequate training, performance management, succession planning and recruitment.

• To lead direct reports, providing direction and ensuring on-going development, including constructive and regular feedback regarding performance management, and embedding this culture across the team. Oversee the management of resource allocation within the team promoting efficiency, best practice, and maximum use of skills. Promote Invesco’s culture of diversity, trust, partnership, and effective decision making.

• Ensure all activities are in line with Invesco’s Conduct principles

What you will bring:

• Proven leadership and management of teams

• Experience in the industry, with particular emphasis of managing TA and/or Oversight functions

• Experience of monitoring systems processes and service standards

• Experience of making sound business proposals in areas such as department structures, service standards, risk control and process improvement.

• Experience of managing Service Providers and TPAs.

• In depth knowledge of UCITS, SICAV & QIF/FCP & ETF regulations

• Good general knowledge of systems and procedures as well as broad knowledge of how the TA work integrates with the company as a whole

• An understanding of both the key similarities and differences between the Cross Border and UK (EMEA) functions and regulations governing this would be advantageous

• Good knowledge of market in which the company is operating/funds are distributed, including market trends and relevant initiatives by competitors.

• Understanding of project and people management principles/skills

• Relevant business/professional qualifications or equivalent 3rd level education

• Communication skills - adapting style to audience and including senior levels both internally and externally.

• Ability to communicate clearly and concisely with business partners and external parties and to challenge where necessary.

• Ability to manage and influence project outcomes

• Excellent networking and relationship building skills

• Excellent influencing skills at all levels both internally and externally with strong client focus

• Results driven with ability to make decisions, while appreciating the potential impacts on the bigger picture

• Strong issue resolution skills with a focus on risk controls

• Excellent organisational skills, ability to work under pressure and to prioritise workloads.

• Ability to inspire staff and manage performance

• Self-motivated, organised and forward thinking and decision maker

• Flexibility and willingness to travel, as appropriate

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role's advertised office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.