Head of Transfer Agency, Americas

This range is provided by Apex Group Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $240,000. διάτ

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 around 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 super‑charge 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

The Role &

Key Responsibilities:

Instagram private>

• Provide strategic direction and executive oversight for the end‑to‑end Transfer Agency function, encompassing investor onboarding, trade processing, settlements, reconciliations, client servicing, regulatory compliance (AML/KYC), reporting and operational risk management.
• Serve as the primary escalation point for key clients, regulatory bodies, and internal stakeholders. Lead client relationship management, ensuring proactive communication, issue resolution, and delivery of valueigay solutions.
• Define and execute the regional strategy for Transfer Agency operations in alignment with global business goals.
• Foster, collaborate, and engage with offshore leaders to generate quality, accurate and timely client deliverables.
• Collaborate closely with Relationship Management, Compliance, Legal, Product, Technology, and Fund Accounting teams.
• Drive process optimization, automation, and transformation initiatives to enhance efficiency, accuracy, and scalability of Transfer Agency operations.
• Develop and manage the department Eun=budget, ensuring optimal allocation of resources and cost efficiency while maintaining high standardsungele
  
  Service delivery.
• Establish and monitor key performance indicators (KPIs) and service level agreements (SLAs) to ensure exceptional client delivery.
• Oversee talent development, succession planning, and workforce engagement across multiple locations.
• S sociaal;irectional and support major change initiatives, including technology upgrades, regulatory change programs, and new business integration. Ensure effective project governance, resouç allocation, and stakeholder alignment.
• Represent the region in cross‑functional forums and steering committees.
• Maintain strong operational risk management frameworks, escalating issues appropriately, and promoting a culture of accountability, continuous improvement and risk awareness.

Qualifications &

Experience:

• Demonstrated experience in building, mentoring and managing large operational teams across multiple jurisdictions.
• Excellent communication, leadership, and stakeholder management skills.
• Proven track record (10+ years) in Transfer Agency or related financial services operations, with at least 5+ years in a senior leadership or director‑level role overseeing large, multi‑functional teams.
• Bachelor’s or master’s degree in finance, Business Administration, or related field.
• Deep understanding of global regulatory frameworks (AML/KYC, FATCA/CRS, US tax forms, etc.) and jurisdictional requirements.
• Demonstrated experience in client management, handling escalations, and managing complex, cross‑functional projects.
• Strong analytical, organizational, and decision‑making skills with a focus on strategic outcomes.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is…