Transfer Agency Oversight Manager
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Job Location:
Columbus, NE - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
As the Manager of North America Transfer Agency Oversight you will lead a high-performing team responsible for operational support and oversight of our fund services. You will play a pivotal role in ensuring regulatory compliance driving process improvements and delivering best-in-class service to our clients. This is an exciting opportunity to make a meaningful impact collaborate with industry leaders and advance your career in a dynamic global organization.
Key Responsibilities
- Lead develop and motivate the Transfer Agency Oversight team including recruitment performance management and career development. Foster a culture of accountability continuous improvement and risk awareness. Provide back-up support to team members as needed.
- Build and maintain strong relationships with internal and external stakeholders including acting as the primary point of contact for client escalations.
- Ensure effective communication and client satisfaction through regular meetings forums and status reporting. Analyze monitor and report on data to support business needs and decision-making.
- Oversee fund setups regulatory statement and tax form mailings and support for electronic client portal access. Manage multiple projects of varying complexity ensuring all deliverables are completed on schedule.
- Proactively identify and close gaps in internal controls promoting a zero-error policy and risk-aware culture. Manage issue escalation tracking and resolution escalating as appropriate.
- Regularly review update and enhance procedures to drive efficiency consistency and quality.
- Collaborate with Senior Management Product Groups Finance Business Risk Management and external partners including the Funds transfer agent.
Required Qualifications Capabilities and Skills
- 10 years of experience in Asset Management Transfer Agency or related fields. Preference is experience in Private Wealth Alternative (Retail Alts) Funds and preferable 4 years of people management experience.
- Strong knowledge of Transfer Agency policies and procedures and in-depth understanding of mutual funds collective investment trusts private wealth alternative funds and distribution models.
- Experience with SS&C (DST) systems (TA2000 TA2000 Desktop Chorus AWD) preferred.
- Advanced analytical skills with high attention to detail and problem-solving ability. Excellent verbal and written communication skills; able to communicate effectively across varying audiences and run meetings.
- Technical proficiency in Tableau Alteryx Python UI Path and a desire to leverage technology for efficiency and risk mitigation. Strong PC skills including Excel (macros/programming preferred).
- Bachelors degree in Finance Business or a related field or equivalent relevant experience.
- Strong organizational and time management skills; able to manage multiple priorities and deadlines in a fast-paced environment.
Required Experience:
Manager
Key Skills
- Sales Experience
- B2B Sales
- Marketing
- Financial Services
- Customer Services
- Management Experience
- Redmine
- Agency Management
- Home Care
- Outside Sales
- Sales Management
- Recruiting
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
