Senior Manager Transfer Agency Operations

CO_MGSAL Apex Fund Services South Africa Ltd; Cape Town; On-site; ZAR 1,200,000 - 2,000,000; Full time

Job summary

Apex Group in Cape Town seeks a Senior Manager Transfer Agency to translate strategy into high‑quality operational delivery. You will lead TA activities, ensure regulatory alignment, and safeguard client outcomes while collaborating with the Head of Transfer Agency.

The role requires extensive TA or fund admin leadership experience, strong client management, and a proactive, commercially focused mindset. You will guide teams through change and drive performance improvements.

Qualifications

• In-depth experience in Transfer Agency or Fund Administration at senior level.
• Proven ability to manage complex client relationships and escalations.
• Strong strategic thinking with deep operational understanding.

Responsibilities

• Lead TA operating model day-to-day execution aligned with strategy and client expectations.
• Oversee service delivery, controls, risk management, and operational resilience.
• Drive continuous improvement and capacity planning with the Head of TA.
• Own senior client escalations and communicate transparent outcomes.

Skills

Transfer Agency

Fund Administration

Client Relationships

Leadership

Stakeholder Management

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Role Purpose

The Senior Manager Transfer Agency South Africa is a senior leadership role accountable for translating strategy into consistently high‑quality operational delivery. The position plays a critical role in safeguarding client outcomes, leading service performance, managing escalations, and driving continuous improvement across the Apex South Africa Transfer Agency platform. The role acts as a trusted strategic partner and delegate to the Head of Transfer Agency.

Key Responsibilities

Strategic Operational Leadership

Lead the day‑to‑day execution of the Transfer Agency operating model, ensuring alignment with strategic objectives, regulatory standards, and client expectations. Provide strong oversight of service delivery, controls, risk management, and operational resilience. Partner with the Head of Transfer Agency on strategic planning, capacity management, and operational prioritisation. Drive a culture of continuous improvement, efficiency, and accountability across the TA function.

Client Experience, Escalations & Service Excellence

Own senior client escalations, ensuring effective resolution, transparent communication, and sustainable outcomes. Act as a key custodian of client happiness, proactively identifying service risks and improvement opportunities. Deliver insights from client interactions and service metrics to inform strategy, resource allocation, and change initiatives. Support and participate in key client engagements, service reviews, and governance forums.

Leadership & Talent Development

Provide strong leadership to management and senior operational teams, reinforcing a high‑performance, client‑centric culture. Coach and develop future leaders within the Transfer Agency function. Act as a visible leader during periods of change, growth, or operational pressure. Serve as stand‑in for the Head of Transfer Agency when required.

Stakeholder & Enterprise Collaboration

Work closely with Fund Administration, Compliance, Technology, SDM, and Business Development to ensure cohesive service delivery. Support new client, fund, and product launches from an operational and client‑readiness perspective. Contribute operational insight into broader business initiatives and change programmes.

Skills & Experience

Extensive experience in Transfer Agency or Fund Administration with senior operational leadership exposure. Proven ability to manage complex client relationships and senior‑level escalations. Strong strategic thinking combined with deep operational understanding. Excellent leadership, communication, and stakeholder management skills. Highly resilient, commercial, and client‑focused, with a strong sense of ownership.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single‑source solution and unified cross asset‑class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross‑jurisdictional expertise delivered by a long‑standing management team and over 13,000 highly integrated professionals. We’re a people‑powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms.

We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you.

We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us

We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.