Our client is seeking a dedicated and experienced Operations Oversight & Control Team Leader to join their team in Edinburgh. This key role focuses on overseeing transfer agency activities, CASS compliance, and complaints management, ensuring that operational processes meet regulatory standards and client expectations. The successful candidate will lead a team responsible for managing third-party vendors and transfer agents, providing robust oversight and control. This position offers an excellent opportunity to contribute to a dynamic organisation committed to maintaining the highest standards of service and compliance. The role requires a proactive approach to operational risk management, a strong understanding of transfer agency functions, and experience working closely with third-party suppliers to uphold best practices.
- Solid experience in Transfer Agency operations, CASS, and complaints handling
- Proven background in Vendor or Third-Party Provider (TPA) management and oversight
- Strong leadership skills with the ability to guide and develop a team
- Excellent understanding of regulatory requirements related to client money and transfer operations
- Attention to detail with a strategic mindset to identify and mitigate risks
- Effective communication skills to work collaboratively with internal teams and external vendors
Joining this organisation provides a supportive environment that values professional growth and collaboration. You will benefit from comprehensive training, ongoing development opportunities, and a chance to work within a forward-thinking team committed to excellence. The role offers a competitive salary, benefits package, and the stability of a permanent position in the vibrant city of Edinburgh. If you are driven by integrity, have a keen eye for detail, and thrive on ensuring operational excellence while managing third-party relationships, this is a fantastic opportunity to advance your career with a reputable organisation.