VP, IT - Transfer Agency

Robertson & Company Ltd.; Toronto; Hybrid; CAD 190,000 - 260,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

Job summary

Robertson & Company Ltd. in Toronto, Ontario, seeks a Vice President, IT – Transfer Agency to lead strategic technology initiatives for transfer agency operations in a hybrid work environment (4 days in-office).

The role oversees governance, risk, and controls, manages third‑party service providers, and drives compliant, scalable technology platforms. You will partner with Operations, Compliance, Risk and Legal to support growth, acquisitions, and client service excellence.

Qualifications

• 12+ years of progressive technology leadership experience in financial services with Transfer Agency exposure.
• Degree in IT or related field or equivalent work experience.
• Experience managing third-party technology vendors and outsourced providers.
• Experience governing governance, risk, and control frameworks.
• Experience leading technology workstreams for acquisitions and integrations.

Responsibilities

• Lead IT strategy for Transfer Agency operations.
• Oversee governance, risk, and control frameworks.
• Manage third-party vendors and outsourced services.
• Drive technology due diligence and integration for acquisitions.
• Ensure regulatory compliance and audit readiness.

Skills

Technology leadership

Transfer Agency experience

Education

Bachelor degree in IT or related field

Job description

Vice President, IT – Transfer Agency

Engagement: Full-Time

Work Location: Toronto,Ontario,Canada(Hybrid4x/week)

Client: One of Canada's largest non-bank wealth and asset management firms, known for mutual funds, portfolio management, financial advisory services, and supporting financial advisors and institutional investors across North America.

Working closely with Operations, Compliance, Risk, Legal, Client Service, and executive leadership, the Vice President drives strategic technology initiatives, manages third-party service providers, and ensures the delivery of secure, scalable, and high-performing solutions that support business objectives and client service excellence.

Position Overview

The Vice President, Information Technology – Transfer Agency is a senior leadership role responsible for the overall strategy, governance, risk management, and operational effectiveness of technology supporting Transfer Agency operations. This individual oversees critical technology platforms, vendors, controls, and data management processes to ensure regulatory compliance, audit readiness, operational excellence, and business scalability. The role serves as the primary technology executive for Transfer Agency functions, leading vendor governance, technology risk management, regulatory and audit oversight, data governance, and operational controls. In addition, the Vice President plays a key role in supporting business growth through acquisitions, leading technology due diligence, conversion initiatives, and the successful integration of acquired businesses onto the organization's Transfer Agency platforms and operating model. Working closely with Operations, Compliance, Risk, Legal, Client Service, and executive leadership, the Vice President drives strategic technology initiatives, manages third-party service providers, and ensures the delivery of secure, scalable, and high-performing solutions that support business objectives and client service excellence.

What You Will Bring

• 12+ years of progressive technology leadership experience within financial services, including significant experience supporting Transfer Agency, fund administration, investor servicing, wealth management, or related operations.10+ years supporting Transfer Agency, fund administration, wealth management, or investor servicing operations.
• Degree in IT or a related field and/or equivalent work experience
• Significant experience overseeing third-party technology vendors and outsourced service providers.
• Demonstrated experience designing and operating governance, risk, and control frameworks.
• Experience managing regulatory examinations, audits, SOC reporting, and compliance requirements.
• Experience leading technology workstreams for acquisitions, conversions, and business integrations.

Compensation: $190 - $260k + Bonus and Benefits

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion.

We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors.

We champion building a diverse and inclusive environment.