The Head of Transfers is responsible for managing the in specie transfer of customer assets between FNZ and other market participants ensuring efficiency of process whilst ensuring expectations of end customers is exceeded. Additionally the management of certificated holdings and the transfer of these assets in to and out of CREST.
The role holder will need to ensure efficient, timely and accurate processing in adherence to company policies and procedures, Service Level Agreements and KPI’s.
The role requires a candidate with extensive experience of the transfer process across different asset classes and within a variety of global custody operating models and someone who can demonstrate management of complex operational activities in a high transactional volume, retail focused environment.
The role will report into the Head of Investment Operations for Europe and will form part of the Operations Management Team. The role holder will have responsibility for a team of c40 individuals across two locations covering all the activities related to processing handling certificated and dematerialised in specie transfer of customers assets for a variety of securities held under various custody arrangements.
This role will require some customer engagement for ongoing service provision as well as understanding any change to operational process or structure as a result of the change in customer proposition.
FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.
We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.
We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.
Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich. In all we partner with 42 institutional customers worldwide.
FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.