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 ensuring adherence to AML/KYC, FATCA, CRS, and other investor compliance protocols.
Build and mentor a high-performing regional integration team, monitor KPIs, and 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
Fund onboarding and integration projects
Investor data migration and system configuration
AML/KYC, FATCA, CRS compliance
Cross-functional team leadership
Regional integration strategy development
Nice-to-have
Positive disrupter mindset
Drive automation and digital onboarding
Client satisfaction focus
Key Requirements
15+ years of experience
12-15+ years in Transfer Agency, Fund Administration, or Investor Services
Experience with TA platforms (e.g., Paxus, eFront, PureFunds)