Transfer Agency Oversight
Financial Services
TransferAgencyOversightSeniorManager
“Transfer Agency Oversight - Senior Manager at Transfer Agency Oversight. Skills: Transfer Agency, Digital Assets, Oversight model. Oversee Third-Party Administrators. Oversee Transfer Agency tasks”
What You'll Achieve.
Deliver excellent client service; Adhere to regulatory requirements; Ensure TPA adherence to regulations; Ensure TPA adherence to SLAs; Ensure TPA adherence to KPIs; Minimise operational risk
Industry & Context.
Analytical thinking; Problem solving; Constructively challenge data
What They're Looking For.
Must Have
5+ years Transfer Agency experience, Deep understanding of digital assets
Nice to Have
CFA charterholder preferred, FRM charterholder preferred, CPA preferred
What You'll Do.
Oversee Third-Party Administrators
Oversee Transfer Agency tasks
Interact with Fidelity stakeholders
Support digital assets initiatives
Ensure TPA adherence to regulations
Ensure TPA adherence to SLAs
Ensure TPA adherence to KPIs
Refine oversight model
Participate in day-to-day operations
Meet deadlines accurately
Complete tasks per industry standards
Complete tasks per Fidelity policies
Complete tasks per regulatory guidelines
Provide independent oversight of TPAs
Challenge TPA activities
Demonstrate understanding of regulatory updates
Challenge TPAs on operational readiness
Demonstrate understanding of digital assets
Understand digital asset terminology
Understand digital asset processes
Challenge stakeholders on digital assets
Establish partnership with TPAs
Improve TPA processes
Communicate operational risks
Report operational risks
Implement change initiatives
Implement fund launches
Implement client migrations
Implement system upgrades
Implement digital assets initiatives
Onboard new tokenisation platforms
Minimise operational risk
How You'll Work.
Team & Collaboration
Fidelity stakeholders; Product Delivery teams; Distribution teams; Digital Assets teams; Client Servicing teams; Cross-functional teams; Across geographies
Communication Scope
Effective communication; Report operational risks; Communicate at all levels
Process & Methodology
Change initiatives, Fund launches, Client migrations, System upgrades
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