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    Head of Onshore Transfer Agency - London, United Kingdom - LGBT Great

    LGBT Great
    LGBT Great London, United Kingdom

    14 hours ago

    Default job background
    Description

    In this role you will be responsible for the successful delivery of TA operational and investor servicing activities for UK.

    Through framework ownership and assessment of KPIs and SLAs, you will ensure high-quality service is provided by Columbia Threadneedle Investment's suppliers.

    You will also act as a point of escalation for incidents and issues, working with Risk and senior management to remediate and enhance operating models.

    You will manage the UK based teams in accordance with Global Operations & Investor Services (GOIS) and individual objectives, budgetary guidelines and strategic initiatives.

    Providing leadership and guidance to staff, creating an environment which empowers Diversity of thought, collaboration, and teamwork.

    In addition, you will work with internal departments and senior management to drive Columbia Threadneedle Investments strategic priorities while maintaining adequate risk management and representing GOIS.

    Ensuring adequate internal/external procedures are established and adhered to, making enhancements to improve productivity, quality, and cost effectiveness.
    Job Description
    How you'll spend your time...
    Manage a London-based team looking after UK fund ranges from a day to day oversight and technical operations perspective
    Responsible for the senior relationship with administrative suppliers across UK fund ranges


    This will include:
    Senior service review meetings
    GOIS's internal governance requirements are achieved
    Maintain senior communication links with internal and external business relationships;
    Ensure all clients receive a high quality, competitive service in a cost-effective manner
    Responsible for the accuracy and timely delivery of management information and rebate processing/payments
    Ownership of operational and compliance audits
    Ensure issues / incidents are escalated, reported (internally / externally) and resolved in a timely manner
    Report into and attend Fund board meetings
    Feed into the budgetary requirements for cost modelling including cost management of TA activities owned by the Head of Fund Services & CASS EMEA
    Ensure change control best practises are followed to allocate appropriate team resource;
    Awareness of internal and regulatory announcements and updates that have an impact on CTI's TAs and/or GOIS;
    Attend strategic project working groups with all key internal stakeholders and/or the suppliers for the appropriate project management maintenance;
    Maintain and improve accuracy, productivity efficiency and effectiveness
    Report identified risks to the Firm through the relevant governance channels and manage mitigation
    Support strategic business direction by providing technical expertise and facilitating operational delivery
    Lead on technical or remediation activity requiring management of senior stakeholders
    To be successful in this role you will have...
    Substantial Transfer Agency oversight and operational experience with strong knowledge of a variety of fund types and structures
    Strong knowledge of OEIC fund structures and the associated regulations/legislation.
    Knowledge of Investment Trust Savings Schemes
    Management of third-party suppliers offering a range of services
    Strong relationship and stakeholder management skills and a good communicator
    Act as a sounding board for staff members and provide guidance where appropriate
    Strong interpersonal skills with the ability to build diverse teams
    Excellent organisational, analytical and conflict management skills
    Ability to deliver assigned projects as requested, on time and within budget
    Highly flexible and adaptive to change
    #J-18808-Ljbffr
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