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

What’s in it for you?

Pathways for career development

Making an impact

A supportive environment

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.

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