At a Glance
- Tasks: Lead global Transfer Agency operations and ensure top-notch service delivery.
- Company: HSBC, a leading global banking and financial services organisation.
- Benefits: Inclusive workplace, diverse culture, and opportunities for career growth.
- Other info: Join a team committed to diversity and inclusion in the workplace.
- Why this job: Shape the future of Transfer Agency services and make a global impact.
- Qualifications: Experience in financial services operations and strong people management skills.
The predicted salary is between 56250 - 68750 £ per year.
Archer is collaborating with HSBC to connect them with exceptional professionals for this role. Ready to shape global Transfer Agency operations for clients and investors?
Why HSBC
HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.
The Role
Global Head of Global Distribution and Transfer Agency Operations Leadership is responsible for the end-to-end management of Transfer Agency BAU Operations globally within HSBC MSS Operations. The role is accountable for delivering services provided by Operational Transfer Agency teams against agreed client KPIs and SLAs. Success means onshore teams and Global Service Centres (GSCs) operate as one team with consistent service, stable controls and efficient processes across product types and locations. You’ll act as the escalation point for global GDTA BAU matters, managing client, stakeholder and colleague engagement. The role also ensures new product, client and Group initiatives are implemented in an efficient, controlled and scalable way. You’ll maintain a strong risk and control focus across cash processing, reconciliations and AML controls to protect clients and the bank.
What You'll Be Doing
- Own end-to-end BAU delivery for Transfer Agency operations globally, aligned to MSS Operations and GDTA objectives
- Oversee service delivery across onshore teams and GSCs to ensure consistent client outcomes and operational stability
- Review monthly KPI and SLA reporting, escalating issues and coordinating timely resolution with relevant teams
- Monitor efficiency ratios, metrics and MI to optimise resourcing and manage peaks and troughs in demand
- Govern control performance, including cash processing, reconciliations and AML controls using a risk-based approach
- Shape and embed an operating model that improves scalability, oversight and stakeholder experience across locations
- Maintain up-to-date procedures, client operations guides and supporting documentation in line with internal requirements
- Manage internal and external audit points and regulatory issues to achieve strong audit outcomes and avoid repeat findings
- Strengthen stakeholder partnerships across operational groups, A&V, Custody, TA Product and Operations teams and account management
- Develop capability across the management team through cross-training, succession planning and structured performance management
What We’re Looking For
- Bring significant experience in financial services operations with substantial people management accountability
- Demonstrate strong knowledge of Securities Services with a Transfer Agency focus
- Show proven experience managing client service delivery against KPIs and SLAs
- Apply a strong risk management and internal control approach across operations and change activity
- Establish effective ways of working with offshore teams supporting a global operating model
- Communicate clearly with clients and senior stakeholders, including in escalation and issue-resolution contexts
- Deliver operational change that improves efficiency, scalability, automation and control outcomes
- Use MI and trend analysis to allocate resources effectively and manage performance across distributed teams
- Hold a relevant professional qualification or membership of a professional body, or bring equivalent demonstrable experience
Building One Global Transfer Agency Service
This role sits at the centre of how Transfer Agency services are delivered for clients and their investors across markets. You’ll set the standard for consistent service, strong controls and efficient operations across onshore teams and GSCs. If you’re looking to take accountability for a global BAU operation and improve how work gets done at scale, this is a chance to make that impact. Apply to help strengthen service quality, manage risk and deliver an operating model that supports clients and colleagues worldwide.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk.
Global Head of Transfer Agency and Distribution Services Operations in London employer: Archer
Archer is an exceptional employer located in the innovative hub of San Jose, California, where we are at the forefront of sustainable air mobility. Our collaborative work culture fosters diversity and creativity, providing employees with ample opportunities for professional growth and development in the aerospace industry. With a commitment to employee well-being and inclusivity, Archer offers a unique chance to contribute to groundbreaking technology while enjoying a supportive and dynamic workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Global Head of Transfer Agency and Distribution Services Operations in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
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We think you need these skills to ace Global Head of Transfer Agency and Distribution Services Operations in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Archer.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Archer's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Archer
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Archer.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Archer will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Archer employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
