New Business and Change Manager - Transfer Agency

New Business and Change Manager - Transfer Agency

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role/ Department:

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and investor services. Transfer Agency departments are growing departments based over Luxembourg Ireland and India. It’s a fast paced environment offering all partners excellent opportunities to grow their careers.   

Reporting into the Head of Transfer Agency & Private Capital Administration (PCA) , the New Business, Support and Change manager will work in close collaboration with all the other Transfer Agency teams.

The role requires to be independent with little guidance from line management, to support the growth of the Transfer Agency client base by

• Ensuring a smooth onboarding of new clients and fund launch
• Driving change in TA to constantly enhance our service offering

The key responsibilities of the role include

• Centralised New Business and Change Delivery role;
• Manage the Transfer Agency New Business and Support & Change teams;
• Partner with wider EMEA teams for cross jurisdictional transitions; 
• Be part of the Luxembourg Transfer Agency Senior Management team;
• Ensure new business activities including fund launches and fund events are delivered timely and accurately;
• Attend project meetings/internal steering groups and ensure new business take on teams are taking ownership of their tasks;
• Evaluate MIS for effective oversight on quality and timeliness to agreed plans;
• Support the growth of our TA client base ensuring a smooth and timely client onboarding process;
• Conduct Lessons Learned on completion of a complex project when required.
• Initiate and support small change aiming to enhance our service offering, productivity and client experience;
• Support change in Transfer Agency in line with the EMEA strategy;
• Contribute sales process;
• Liaise with Client Product Team as appropriate
• Participate in industry working groups on TA transformation.
• Ensure timely and accurate tax reporting
• Escalate issues to Head of Transfer Agency

Skills/ Qualifications:

The successful candidate will benefit from having:

• Experience working in Transfer Agency in leadership roles 
• Experience in oversight and operational controls;
• Fluency in English (written and spoken) is essential;
• Excellent communication skills, ability to communicate effectively at all levels;
• Ability to work in a multi-cultural environment with diverse teams;
• Structured independent way of working and high degree of resilience;
• Team player who can gain the support and commitment of internal TA partners, support functions and project and technology teams including from other locations,
• Ability to work on own initiative and with minimal direction;
• Strong analytical skills with attention to details and focus on quality;
• Organisational skills and ability to multi-task

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater