Lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function
Job Summary
Lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function.
Define regional integration strategy aligned with global TA standards and local regulatory requirements, while driving automation and digital onboarding initiatives tailored to MEAM client needs.
Build and mentor a high-performing regional integration team, ensuring adherence to compliance protocols and monitoring KPIs to continuously improve onboarding efficiency, accuracy, and client experience.
Matching Summary
Lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function.
Skills & Requirements
Must-have
Transfer Agency operations
fund onboarding and integration
investor data migration
regional integration strategy
AML/KYC, FATCA, CRS compliance
Nice-to-have
positive disrupter
bold, industry-changing realities
strategic thinker
cross-border projects
Key Requirements
15+ years of experience
12-15+ years in Transfer Agency, Fund Administration, or Investor Services
Proven track record in leading fund onboarding/integration projects in MEAM or emerging markets