UK Transfer Agency Lead – New Business & Fund Activity

LGBT Great; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Northern Trust is seeking a Manager to lead the UKTA New Business & Fund Activity Team, accountable for the governance, control and delivery of its portfolio within a fast-paced financial services environment. The team manages new-client onboarding, client and fund offboarding, and fund lifecycle activity such as launches, closures and mergers.

Working across operational teams, clients, technology functions, vendors and other business partners, you will ensure that priorities are clear,

Qualifications

• Experience leading complex delivery portfolios in financial services.
• Proven ability to manage cross-functional and vendor-enabled workstreams.
• Strong governance, risk and control mindset with audit-ready evidence.

Responsibilities

• Lead, motivate and develop the UKTA New Business & Fund Activity Team with clear priorities.
• Allocate new business, fund activity, transition and change assignments by complexity and risk.
• Maintain delivery plans, milestones, dependencies, testing and approvals.
• Ensure properly authorised partners lead and review activity independently.
• Maintain control environment: duties, evidence retention and issue management.
• Provide governance over client and fund setups across transfer-agency systems.
• Keep procedures, runbooks and operating models current and embedded.
• Oversee requirements, design, testing, implementation readiness and reviews.
• Provide management reporting on portfolio status, risks and outcomes.
• Own workforce planning, recruitment, onboarding and cross-training.
• Set objectives and conduct performance and development discussions.
• Foster an inclusive, collaborative, high-performing team culture.
• Maintain relationships with clients and colleagues across Functions.
• Sponsor improvements to strengthen controls and efficiency.

Skills

People management

Portfolio delivery

Governance

Stakeholder management

Risk management

Leadership

Performance coaching

Planning

Communication

Job description

Northern Trust is seeking a Manager to lead the UKTA New Business & Fund Activity Team, accountable for the governance, control and delivery of its portfolio within a fast-paced financial services environment. The team manages new-client onboarding, client and fund offboarding, and fund lifecycle activity such as launches, closures and mergers.

Working across operational teams, clients, technology functions, vendors and other business partners, you will ensure that priorities are clear,