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Director, Head of Transfer Agency

Job in Manchester, Greater Manchester, M9, England, UK
Listing for: Square One Resources
Full Time position
Listed on 2026-07-28
Job specializations:
  • Management
    Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 150000 GBP Yearly GBP 150000.00 YEAR
Job Description & How to Apply Below
Job Title:

Director, Head of Transfer Agency

Location:

Manchester
Salary/Rate: £(Apply online only) k (dependent on experience)

Start Date:

End of August
Job Type: Permanent

Company Introduction
We have an exciting opportunity now available with one of our sector-leading consultancy clients! They are currently looking for a skilled Director, Head of Transfer Agency to join the team at a tier 1 bank in Manchester on a permanent basis.

Job Responsibilities /Objectives

In this role, you'll make an impact in the following ways:

Lead UK Transfer Agency operations across dealing, investor servicing/core recordkeeping, settlements and reconciliations, ensuring end-to-end service delivery, accuracy and timeliness.
Own the TA operating model and control environment: governance, risk and issue management, operational resilience, reconciliations oversight, and audit/regulatory readiness for recordkeeping activities.
Provide senior oversight of client, distributor and fund governance interactions for Transfer Agency-managing escalations, service performance, and delivery against SLAs/contractual commitments.
Set strategy and drive continuous improvement across TA processes, data quality and technology change; lead and develop managers/teams and manage financial and workforce plans for the UK TA organisation.

Required Skills/Experience

To be successful in this role, we?re seeking the following:

Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
10-15 years of total work experience is preferred with at least 3-5 years in management. Service delivery experience preferred. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format.

Disclaimer
Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies.
Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement
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