Transfer Agency Oversight
Financial Services
TransferAgencyOversight-SeniorManager
Neural analysis suggests this role is
optimal for Senior Manager candidates.
“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
Full Job Description
# **About the Opportunity** Job Type: Permanent Application Deadline: 12 June 2026 **Title:** Transfer Agency Oversight - Digital Assets **Department:** Transfer Agency **Location:** Dublin **Reports to:** Head of Transfer Agency, UK and Ireland **Level:** Senior Manager We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our digital assets team and feel like you’re part of something bigger. **About your team** As part of the Transfer Agency team, you will be responsible for the effective oversight of our Third-Party Administrators (“TPA”) who act as Transfer Agent for our funds. This includes overseeing all Transfer Agency related tasks outsourced to the TPA and interacting with key Fidelity stakeholders, such as Product Delivery, Distribution, Digital Assets and Client Servicing Teams. As a team, our objective is to deliver excellent client service to Fidelity clients and adhere to regulatory requirements at all times. This specific role will support the firm’s digital assets and tokenisation initiatives for Fidelity International. As Fidelity continues to expand its capabilities in this rapidly evolving space, you will play an important role in ensuring that our TPAs adhere to regulations, SLAs and KPIs. **About your role** Achieving this is dependent on the strength of our oversight model which is refined on an ongoing basis. We are looking for an individual who can innovate, constructively challenge data, ‘think outside the box’ with a strong focus on relationship building, analytical thinking and problem solving. You will be working with and supported by the existing team who will also help you further develop your skills and experience in oversight and Fidelity’s risk and control frameworks. This is a hands-on role suited to a highly motivated individual with a strong interest in digital assets. The successful ca
Applying for this Transfer Agency Oversight - Senior Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Transfer Agency Oversight?
Real rants from real employees. Read before you apply.