Transfer Agency Project Manager in City of London

Transfer Agency Project Manager in City of London

City of London Full-Time Home office (partial)
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At a Glance

  • Tasks: Lead the implementation of a Transfer Agency Operating Model for a new client.
  • Company: Join a dynamic financial services firm with a focus on innovation.
  • Benefits: Earn up to Β£750 per day, with opportunities for professional growth.
  • Other info: Collaborative environment with a chance to work closely with stakeholders.
  • Why this job: Shape operational processes and make a real impact in client onboarding.
  • Qualifications: Experience in UK Transfer Agency projects and strong project management skills.

Transfer Agency PM Needed!

An opportunity has arisen for a Project Manager to support the definition and implementation of a Transfer Agency (TA) Operating Model for a newly onboarding client.

The role involves close collaboration with internal and external stakeholders to ensure the successful planning, testing, and delivery of the operating model.

This role requires you to go into the London office 3 days a week with my client being able to pay up to Β£750 per day.

Key responsibilities include coordinating the planning and management of Model Office and other functional testing activities.

The successful candidate will schedule meetings and checkpoints, document discussions, report progress, and track issues and risks throughout the project lifecycle.

Escalating project and program risks to management is an essential aspect of the role, as is working proactively with stakeholders to achieve target onboarding and conversion timelines.

The position requires the use of standard project governance tools to manage documentation, reporting, and risk tracking.

Previous experience in UK Transfer Agency projects or operations is essential, as this will enable effective engagement with stakeholders and a strong understanding of operational requirements.

Candidates should demonstrate strong organisational and communication skills, with the ability to manage multiple priorities and coordinate across teams.

Experience in project management, stakeholder engagement, and functional testing within a financial services environment will be highly advantageous.

This role offers the chance to play a pivotal part in shaping operational processes for a significant client onboarding initiative.

If you have relevant UK TA experience and a track record in project or operational roles, you are encouraged to apply.

Please click to find out more about our Key Information Documents.

Please note that the documents provided contain generic information.

If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.

To find out more about Huxley, please visit

Huxley, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC(phone number removed) England and Wales

Transfer Agency Project Manager in City of London employer: Huxley Associates

As a Network Support Engineer with our client in Chester, you will be part of a dynamic team within the financial services sector, known for its commitment to innovation and employee development. The company fosters a collaborative work culture that values continuous learning and offers competitive daily rates, alongside opportunities for professional growth in a hybrid working environment. Join us to make a meaningful impact while enjoying the unique advantages of working in a vibrant city like Chester.

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Contact Details:

Huxley Associates Recruitment Team

We think you need these skills to ace Transfer Agency Project Manager in City of London

Project Management
Stakeholder Engagement
Functional Testing
Organisational Skills
Communication Skills
Risk Tracking
Documentation Management