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For Companies At a Glance
- Tasks: Lead client asset and cash transfers, ensuring accuracy and compliance.
- Company: Join a dynamic wealth management firm committed to excellence and diversity.
- Benefits: Enjoy hybrid work, flexible time off, and health benefits.
- Why this job: Be part of a culture that values professional growth and quality service.
- Qualifications: Strong leadership skills and understanding of wealth management regulations required.
- Other info: Business casual dress code and discounts on fitness and travel.
The predicted salary is between 43200 - 72000 £ per year.
The Head of Transfers is responsible for leading and managing all aspects of client asset and cash transfers within wealth operations. This includes overseeing the end-to-end process for both inbound and outbound transfers, ensuring accuracy, timeliness, regulatory compliance, and a seamless client experience. The role requires strong leadership, operational excellence, stakeholder management, and a deep understanding of transfers within the wealth management space and regulatory requirements.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
- To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
- To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.
- To comply with the regulatory regimes in which SS&C operates.
- To escalate issues or potential breaches to Line Manager.
- To provide input regarding the effectiveness and design of Transfers procedures, controls, and MI, including contributing to the annual review of procedures.
- All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities.
- To be quality driven, aiming for 100% accuracy and timeliness of delivery.
- To effectively plan the way services are delivered so that all activity is directly related to providing Quality services and meeting the expectations of the customer (internal and external).
- To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
- To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
All Line Managers are accountable for the following:
- To communicate openly and honestly with their team.
- To ask, listen and understand the team.
- To be fair and consistent across the team.
- To be accountable for own actions and the actions of the team.
- To support their teams development and champion professional development.
Locations
Head of Complaints Management employer: SS&C Technologies
Contact Detail:
SS&C Technologies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Complaints Management
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance requirements in wealth management. This knowledge will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those involved in transfers. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Highlight specific examples where you've improved processes or enhanced client experiences.
✨Tip Number 4
Research StudySmarter's values and culture to align your responses during interviews. Showing that you resonate with our commitment to diversity and inclusion can set you apart from other candidates.
We think you need these skills to ace Head of Complaints Management
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Head of Complaints Management. Highlight your experience in client asset and cash transfers, as well as your knowledge of regulatory compliance.
Tailor Your CV: Customise your CV to reflect your leadership skills and operational excellence. Include specific examples of how you've managed teams and improved processes in previous roles, particularly in wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Discuss your approach to stakeholder management and how you ensure a seamless client experience, aligning with the company's values.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at SS&C Technologies
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of what the Head of Transfers role entails. Familiarise yourself with the end-to-end process of client asset and cash transfers, as well as the regulatory requirements involved. This will help you demonstrate your knowledge and suitability for the position.
✨Showcase Leadership Skills
As this role requires strong leadership, be prepared to discuss your previous experiences in managing teams and driving operational excellence. Share specific examples of how you've led projects or initiatives that improved processes or enhanced client experiences.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Prepare for scenario-based questions where you might need to explain how you would handle specific challenges related to transfers, compliance, or team management.
✨Emphasise Your Commitment to Quality
Since the role is focused on delivering quality services, be ready to discuss how you ensure accuracy and timeliness in your work. Highlight any systems or practices you’ve implemented in the past that have contributed to high-quality outcomes.
