Head of Wealth Transfers - PA25REGRQ3001

SS&C Technologies; Bristol; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

SS&C Technologies is seeking a Head of Transfers to lead client asset and cash management within wealth operations. The ideal candidate will ensure accurate and timely transfers while adhering to regulatory standards, providing high-quality service, and supporting team development in a hybrid work environment.

Benefits

Flexible Personal/Vacation Time Off

Professional Development Reimbursement

Medical, Dental, and Vision Benefits

Employee Assistance Program

Parental Leave

Discounts on fitness clubs and travel

Qualifications

• Strong leadership and operational excellence required.
• Deep understanding of transfers within wealth management and regulatory requirements.

Responsibilities

• Lead and manage all aspects of client asset and cash transfers.
• Ensure accuracy, timeliness, and regulatory compliance.
• Continuously review processes and practices.

Skills

Leadership

Stakeholder Management

Operational Excellence

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

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:

• Exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
• Uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.
• Comply with the regulatory regimes in which SS&C operates.
• Escalate issues or potential breaches to Line Manager.
• 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 delivering quality service, aiming for 100% accuracy and timeliness:

• Be quality driven, ensuring high accuracy and timely delivery.
• Plan service delivery to meet customer expectations (internal and external).
• Continuously review processes and practices, acting as a catalyst for change and improvement.
• Observe standards of market, business, and personal conduct, demonstrating integrity.

Line Managers are accountable for:

• Open and honest communication with their team.
• Listening and understanding the team.
• Being fair and consistent.
• Accountability for own actions and team actions.
• Supporting team development and professional growth.

Note: Unsolicited resumes from headhunters, recruitment agencies, or fee-based services are not accepted unless explicitly requested.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate based on race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other protected classification.