Job Title: Head of Transfers
Locations: Essex/Bristol/Lichfield | Hybrid
Get To Know the Team
The Head of Transfers is responsible for leading and managing all aspects of client asset and cash transfers within wealth operations. This includes overseeing the end-to-end process for both inbound and outbound transfers, ensuring accuracy, timeliness, regulatory compliance, and a seamless client experience. The role requires strong leadership, operational excellence, stakeholder management, and a deep understanding of transfers within the wealth management space and regulatory requirements.
Why You Will Love It Here!
* Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
* Your Future: Professional Development Reimbursement
* Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
* Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
* Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
* Training: Hands-On, Team-Customized, including SS&C University
* Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
* To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
* To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation
* To comply with the regulatory regimes in which SS&C operates.
* To escalate issues or potential breaches to Line Manager
* To provide input regarding the effectiveness and design of Transfers procedures, controls, and MI, including contributing to the annual review of procedures
All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:
* To be quality driven, aiming for 100% accuracy and timeliness of delivery
* To effectively plan the way services are delivered so that all activity is directly related to providing Quality services and meeting the expectations of the customer (internal and external)
* To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance
* To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties
All Line Managers are accountable for the following:
* To communicate openly and honestly with their team
* To ask, listen and understand the team
* To be fair and consistent across the team
* To be accountable for own actions and the actions of the team
* To support their teams development and champion professional development