Senior Vice President - Transfer Agency Operations

Transfer Agency- Senior Vice President

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Position Overview

As the Senior Vice President-Transfer Agency Operations.

You will be the leader responsible for shaping and driving the performance of the regional Transfer Agency function. This role demands a transformative leader with deep operational expertise, sophisticated stakeholder management capabilities, and the ability to influence teams and leadership across the enterprise. You will lead operations across multiple geographies, ensuring exceptional client service, operational excellence, and full compliance with dynamic global and local regulatory frameworks.

Key Responsibilities

1. Operational Excellence & Efficiency

Deliver measurable improvements in productivity, accuracy, turnaround time,

and cost through process redesign and automation.

Own KPIs, SLAs, and performance scorecards across global delivery centers.

Maintain strong operational resilience, including business continuity planning

and testing.

Governance, Risk & Regulatory Execution

Lead day-to-day governance across all TA hubs, ensuring operational

compliance, control adherence, and audit readiness.

Serve as the primary operations contact for regulators, auditors, and industry bodies.

Drive a proactive risk culture focused on early identification, escalation, and remediation.

Client & Stakeholder Engagement

Act as the senior operational escalation point for marquee clients.

Partner closely with product, technology, and client management teams to

resolve issues and enhance service delivery.

Represent TA Operations in external forums to inform operational enhancements and adopt best practices.

4. People & Team Management

• Lead and develop teams across multiple locations, ensuring consistency

standards, skills, and performance expectations.

• Deliver talent development, succession planning, and reskilling aligned to

future operational needs.

• Foster a high performance, inclusive, and accountable culture.

5. Change Delivery & Program Execution

• Oversee key operational change programs, including technology upgrades,

product launches, and process redesign.

• Ensure clear governance, timelines, milestones, and resource allocation for all

Initiatives

Remove barriers and drive timely, successful delivery of program outcomes.

6. Financial & Resource Stewardship

• Manage the operational budget with discipline, balancing cost efficiency and

service quality.

• Identify opportunities for automation and process consolidation to optimize

spending.

• Deliver accurate financial forecasting and resource planning for the function.

Qualifications & Experience

• 18+ years of progressive leadership in Transfer Agency or related financial services

operations, with 5-7 years in senior executive roles with global/regional oversight.

• Proven success in leading multi-country operational teams and

regulatory engagement.

• Bachelor's or master's in commerce, Finance, Business Administration, or related

discipline (MBA preferred).

• Deep expertise in regulatory and compliance frameworks, including AML/KYC,

FATCA/CRS, and cross-border reporting obligations.

• Exceptional track record in client and stakeholder management and

regulatory body levels.

High ethical standards, resilience under pressure, and decisiveness in complex

Demonstrated leadership in complex changing environments with measurable impact on efficiency, risk, and client experience.

Skills & Attributes

• Expert in operational risk management and governance structures.

• Advanced capabilities in process re-engineering, automation, and digital adoption.

• Strong commercial and financial management expertise.

• Exceptional interpersonal, negotiation, and influencing skills across cultures and scenarios.

• Innovative mindset with the ability to challenge the status quo constructively.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Experience Level

Senior Level