Head of Investor Relations & Retail Transfer Agency

The Citco Group Limited; Overland Park (KS); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Tuition reimbursement

Mental health support

Parental leave

Job summary

A leading global fund services provider is seeking a team leader to manage client relationships within its Retail Alternative Transfer Agency. This role involves overseeing operations, ensuring high standards of service delivery, and leading initiatives to enhance employee engagement and performance. Candidates should have 5-10 years of experience in financial services, preferably within a registered fund Transfer Agency, along with leadership skills and a strong educational background. A competitive salary and comprehensive benefits package are offered.

Qualifications

• 5-10 years’ experience in Financial Services, preferably within a registered fund Transfer Agency Group.
• Experience in support of Retail Alternative Products, while not essential, is preferable.
• Proven experience managing a team, including hiring and providing associate feedback.

Responsibilities

• Lead a team responsible for the client relationships and operations of Retail Alternative asset management clients.
• Develop, maintain, and validate clear department operational procedures.
• Implement and oversee business solutions for Investor Relations.

Skills

Leadership

Team management

Client relationship management

Financial services

Technology and automation

Business development

Education

Bachelor's and/or Master's degree

Job description

A leading global fund services provider is seeking a team leader to manage client relationships within its Retail Alternative Transfer Agency. This role involves overseeing operations, ensuring high standards of service delivery, and leading initiatives to enhance employee engagement and performance. Candidates should have 5-10 years of experience in financial services, preferably within a registered fund Transfer Agency, along with leadership skills and a strong educational background. A competitive salary and comprehensive benefits package are offered.