UK Transfer Agency Manager: New Business & Fund Activity

ACCA Careers; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Northern Trust in the United Kingdom seeks a seasoned manager to lead the UK Transfer Agency (UKTA) New Business & Fund Activity Team. You will govern onboarding, client and fund activity, and lifecycle events across systems, ensuring clear priorities, resource allocation and timely delivery.

The role requires strong governance, risk management and stakeholder engagement, with a track record in workforce planning, coaching and cross-functional collaboration.

Qualifications

• Experience leading complex new business and fund activity portfolios.
• Strong governance, risk management and controls knowledge.
• Proven people-management and workforce planning experience.
• Experience coordinating distributed teams and external providers.

Responsibilities

• Lead, motivate and develop the UKTA New Business & Fund Activity Team, setting priorities and standards.
• Allocate new business, fund activity, transition and change assignments by complexity, risk and capacity.
• Maintain oversight of delivery plans, milestones, dependencies and readiness.
• Ensure appropriately authorised Partners lead and review activity.
• Maintain an effective control environment across ownership, segregation of duties and evidence retention.
• Provide governance over client and fund setup across transfer-agency systems.
• Oversee requirements, solution design, testing, and post-implementation review.
• Provide management reporting on portfolio status, risks and outcomes.
• Own workforce planning, recruitment and coaching discussions.
• Build an inclusive, high-performing team culture.

Skills

People management

Stakeholder management

Delivery leadership

Risk management

Regulatory knowledge (UKTA)

Analytical skills

Communication

Education

Bachelor's degree in finance, business, or related field

Tools

UK transfer agency systems

Job description

Northern Trust in the United Kingdom seeks a seasoned manager to lead the UK Transfer Agency (UKTA) New Business & Fund Activity Team. You will govern onboarding, client and fund activity, and lifecycle events across systems, ensuring clear priorities, resource allocation and timely delivery.

The role requires strong governance, risk management and stakeholder engagement, with a track record in workforce planning, coaching and cross-functional collaboration.