Head of Wealth Transfers - PA25REGRQ3001

SS&C Technologies; Shenstone; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

SS&C Technologies is seeking a Head of Transfers to manage all client asset and cash transfers within wealth operations. This role requires strong leadership, operational excellence, and compliance understanding to ensure an efficient and seamless client experience. You will be responsible for overseeing processes, managing risk, and ensuring service excellence in compliance with regulations.

Benefits

Hybrid Work Model

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision benefits

Employee Assistance Program

Parental Leave

Discounts on fitness clubs and travel

Qualifications

• Deep understanding of transfers within wealth management.
• Strong leadership skills required for managing client asset and cash transfers.
• Knowledge of regulatory requirements relevant to the role.

Responsibilities

• Lead and manage all aspects of client asset and cash transfers.
• Ensure accuracy, timeliness, and regulatory compliance in the transfer process.
• Contribute to the effectiveness and design of Transfers procedures.

Skills

Leadership

Stakeholder Management

Operational Excellence

Regulatory Compliance

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:

• Ensure the areas responsible for transfers are organized and controlled with due care and diligence.
• Uphold responsibilities for risk management and business continuity practices relevant to the role.
• Comply with the regulatory regimes in which SS&C operates.
• Escalate issues or potential breaches to Line Manager.
• Contribute to the effectiveness and design of Transfers procedures, controls, and MI, including the annual review of procedures.

All employees are accountable for delivering quality service and driving excellence:

• Aim for 100% accuracy and timeliness in 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 responsible for:

• Open and honest communication with their team.
• Asking, listening, and understanding team members.
• Being fair and consistent.
• Being accountable for their actions and those of their team.
• Supporting team development and professional growth.

Note: Unsolicited resumes from headhunters, recruitment agencies, or fee-based services will not be 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.