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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.

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).

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.

Contact information

Jessica Wiggins