Managing Director overseeing Transfer Agency, Fund Order Services, and Data Operations in Poland. Leading multi-disciplinary teams and ensuring operational excellence within financial services.
Responsibilities
Lead and develop large, multi‑disciplinary teams across Transfer Agency, Fund Order Services, and Data Operations, fostering a high‑performance culture focused on client outcomes, accountability, and risk excellence.
Define and execute the Poland location strategy in alignment with global operating models and corporate objectives, including location strategy and follow‑the‑sun delivery where applicable.
Own and enhance the client and investor service experience across TA, Fund Order Services, and Data Operations.
Ensure the timeliness, accuracy, and completeness of all client, investor, and data deliverables.
Drive the AI and productivity agenda for TA, FOS and Data Operations units in Poland.
Ensure full compliance with internal policies, regulatory requirements, and external obligations applicable to Transfer Agency, Fund Order Services, and Data Operations.
Requirements
15+ years of experience in managing Transfer Agency operations, complemented by strong exposure to Fund Order Services and/or Data Operations.
Proven senior leadership experience within financial services, fund administration, and investment operations, 15+ years of relevant industry experience.
Strong understanding of Transfer Agency and Fund Order Services operating models, regulatory frameworks and risk management principles applicable to funds and investor services.
Experience leading large teams in a global, matrixed environment.
Benefits
Permanent contract from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold Medical Package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Additional benefits available depending on the seniority of the role
Job title
Head of Transfer Agency, Fund Order Services, Data Operations
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