Apex Group India | Head of Australia Transfer Agency - GCC

Job responsibilities

• The Transfer Agency leader will be responsible for overseeing end-to-end operations for Australia.
• Serve as the primary escalation point for key clients, regulatory bodies, and internal stakeholders.
• Lead client relationship management, ensuring proactive communication, issue resolution, and delivery of value-added solutions.
• Collaborate closely with Relationship Management, Compliance, Legal, Product, Technology and Fund Accounting teams.
• Drive process optimization, automation, and transformation initiatives to enhance efficiency, accuracy, and scalability of Transfer Agency operations.
• Develop and manage the department’s budget, ensuring optimal allocation of resources and cost efficiency while maintaining high standards of service delivery.
• Establish and monitor key performance indicators (KPIs) and service level agreements (SLAs) to ensure exceptional client delivery.
• Oversee talent development, succession planning, and workforce engagement across multiple locations.
• Ensure effective project governance, resource allocation, and stakeholder alignment.
• Maintain strong operational risk management frameworks, escalate issues appropriately, and promote a culture of accountability, continuous improvement and risk awareness.
• Take the lead and we’ll give you the support you need to be at the top of your game.
• Provide strategic direction and executive oversight for the end-to-end Transfer Agency function, encompassing investor onboarding, trade processing, settlements, reconciliations, client servicing, regulatory compliance (AML/KYC), reporting and operational risk management.
• Define and execute the regional strategy for Transfer Agency operations in alignment with global business goals.
• Foster, collaborate and engage with offshore leaders to generate quality, accurate and timely client deliverables.

Requirements

• Proven track record (10+ years) in Transfer Agency or related financial services operations, with at least 5+ years in a senior leadership role overseeing large, multi-functional teams.
• Demonstrated experience in building, mentoring and managing large operational teams across multiple jurisdictions.
• Excellent communication, leadership and stakeholder management skills.
• Deep understanding of global regulatory frameworks (AML/KYC, FATCA/CRS, US tax forms, etc.) and jurisdictional requirements.
• Demonstrated experience in client management, handling escalations, and managing complex, cross-functional projects.
• Strong analytical, organizational, and decision-making skills with a focus on strategic outcomes.

Apex Group India

Apex Group India is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "We are your single source financial solution provider."

CA Samaaj lists Apex Group India's current India openings for finance, accounts, audit and tax professionals, taken from its official careers site (theapexgroup.wd3.myworkdayjobs.com) and checked regularly to remove closed jobs. Recent roles are based in Pune, Bengaluru, Chennai and Hyderabad.

• Industry: BFSI / Investments / Insurance