How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Experienced Operational Leader Needed
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
- 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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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).
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location