Associate Vice President, Transfer Agency & Intermediary Oversight
Confidential
Associate Vice President, Transfer Agency & Intermediary Oversight
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company
Founded
1792
Employees
10,001+
Categories
- Financial Services
- Investment Management
- Consulting & Professional Services
- B2B
- Asset Management
- Boston
- Finance
- Insurance
- Publicly Traded
- Angel Investment
- Banking
Specialties
- investment management
- custodian
- etf
- financial products
- fund accounting
- relationship management
- research
- trading
- and investment servicing
Business Classifications
- B2B
About the Role
The Company is seeking an Associate Vice President for Transfer Agency and Intermediary Oversight. The successful candidate will be responsible for the oversight and reporting of transfer agency and financial intermediary operations, ensuring that governance standards are met and driving continuous improvement. This role involves managing day-to-day mutual fund operations, overseeing multiple transfer agents, and assisting in the review of financial intermediary payments. The AVP will also be involved in annual intermediary oversight activities, facilitating financial intermediary contracts, and preparing quarterly board reporting. A strong client-first mindset, disciplined oversight, and a drive for operational excellence are essential for success in this position. Applicants for the AVP role at the company should have a Bachelor's degree and 5-8 years' of experience in transfer agency and financial intermediary operations. The role requires a candidate with a strong risk mindset, the ability to produce clear, board-ready reporting, and a proven track record of partnership and continuous improvement. Key skills include the ability to oversee transfer agency and intermediary servicing activities end-to-end, strong knowledge of TA operating models and controls, and experience in reviewing and validating financial intermediary payments. A background in mutual funds, cash/liquidity products, and experience with DTCC/Mutual Fund Profile II, DST Vision, and financial intermediary portals is highly valued. The ideal candidate will have a client-focused approach, be accountable, and demonstrate a commitment to operational excellence.
Hiring Manager Title
Deputy Treasurer
Functions
- Operations
$185k
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