Director of Transfer Agency and Treasury

Director of Transfer Agency and Treasury

Apply for the Director of Transfer Agency and Treasury role at ACCA Careers.

About TMF Group

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial, and employee administration through TMF Group’s teams in 120 offices.

Discover the Role

The Director of Shared Services provides leadership and oversight for the Investor Relations, Treasury, and AML/KYC functions that support our fund clients. The purpose of this role is to ensure these teams deliver accurate, timely, and consistent services while maintaining strong controls and a high-quality client experience. The leader serves as the central coordination point across these functions, supporting issue resolution, driving operational clarity, and reinforcing standards without disrupting existing workflows.

Key Responsibilities

• Oversee daily operations for Investor Relations, Treasury, and AML/KYC teams.
• Ensure timely and accurate delivery of all investor onboarding, capital activity, statements, and investor communications.
• Maintain strong treasury controls, including payment processing, bank account administration, and cash movement oversight.
• Manage AML/KYC processes for investor onboarding and periodic reviews, ensuring compliance with regulatory and client requirements.
• Serve as the primary escalation point for complex investor, treasury, and due‑diligence inquiries.
• Review and maintain SOPs, workflows, and control frameworks to ensure consistency and operational quality.
• Monitor team performance against established SLAs and KPIs, addressing issues proactively.
• Partner with Fund Accounting and Client Service Directors to ensure seamless end‑to‑end service delivery.
• Support audit requests and maintain readiness for internal and external audits.
• Provide leadership, coaching, and guidance to managers and analysts within Shared Services.
• Promote a culture of accountability, accuracy, and responsiveness across the team.

Key Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; advanced degree or professional certification (e.g., CFA, CPA, CAMS) preferred.
• 8+ years of experience in financial services or fund administration, with at least 4 years in a leadership role overseeing multi‑functional teams.
• Deep understanding of Investor Relations, Treasury operations, and AML/KYC compliance within private equity, real estate, or alternative investment funds.
• Familiarity with regulatory frameworks and industry best practices for investor onboarding, capital activity, and anti‑money laundering requirements.
• Proven ability to lead and develop high‑performing teams across multiple disciplines.
• Strong stakeholder management skills, with experience in resolving complex client and operational issues.
• Exceptional communication skills to serve as the primary escalation point and coordinate across internal teams and external clients.

What’s in it for you?

Pathways for career development

• Work with colleagues and clients around the world on interesting and challenging work.
• We provide internal career opportunities, so you can take your career further within TMF.
• Continuous development is supported through global learning opportunities from the TMF Business Academy.

Making an impact

• You’ll be helping us to make the world a simpler place to do business for our clients.
• Through our corporate social responsibility program, you’ll also be making a difference in the communities where we work.

A supportive environment

• Strong feedback culture to help build an engaging workplace.
• Regardless of where you are in your career, TMF Group opens a world of opportunity where you will be part of our team and is supported in your global career journey.
• Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work‑life balance to perform at your best.
• At TMF Group, it’s our people who make us who we are. Our company thrives on entrepreneurial spirit and is full of proactive people who combine enthusiasm with responsibility and accountability.

Next steps

We’re looking forward to getting to know you! For further information, and to apply, please visit our website via the “Apply” button below.