Main responsibilities

Our client is a privately-held financial institution which has been a thought leader and a solutions provider for almost 200 years. Serving the most sophisticated individuals and institutions with award-winning expertise in Corporate Banking, Mergers & Acquisitions Advisory, Investment Management, Wealth Management and Investor Services they operate throughout North America, Europe and Asia and require a top level candidate to fill the key position of  VP, Senior Manager - Transfer Agency Operations.

Senior Manager - The Assistant Department Head oversees operations of the Transfer Agency - Dealing department to ensure that high quality service standards are met and maintained.  The position applies functional expertise, leadership, initiative, creativity, and management skills including delegation and the ability to instill enthusiasm and commitment among team members.  The position's emphasis is on tactical execution of department strategy, policies and procedures.

Key responsibilities include: 

Leads by example in establishing a culture of providing superior service to all clients
Builds and maintains strong internal and external business relationships
Forms Strategic Partnerships – Cultivates strategic internal and external partnerships providing resources and expertise to maximize business success
Collaborate effectively with internal client groups to execute department strategy
Participate in and/or lead client visits, presentations, walk through and other sales & client retention activities 
Ensure compliance to all accounting, custody and operational procedures
Monitor operational issues and follow through on effective problem resolution with management of supporting departments
Seeks to add increased efficiency within the operation through the use of technology while maintaining a high degree of client satisfaction
Develop and maintain a culture of results oriented, continuous process improvement  
Oversee the supervision of staff members through appropriate recruiting, training, performance management, and succession planning.
Participate in salary and bonus planning for department
Delegate effectively by clearly communicating objectives, standards, responsibilities, and milestones while holding individuals and teams accountable for achieving results
Ensures the most effective use of the firm’s resources through careful planning, analysis, and control

Person Specifications

CFW - Magdalena Pisarek
Magdalena Pisarek

Hi, I’m Magdalena Pisarek and I’m the person to talk to if you’re interested in this job.

Phone:+48 12 3549 468 Email:magdalenapisarek@cfw.pl Connect on:

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