Manage operational processes that support business objectives and assist advisors at Ameriprise Financial. Responsible for team management, client servicing, and operational efficiencies.
About the role
- Managing Director overseeing Transfer Agency, Fund Order Services, and Data Operations in Poland. Leading multi-disciplinary teams and ensuring operational excellence within financial services.
Responsibilities
- Lead and develop large, multi‑disciplinary teams across Transfer Agency, Fund Order Services, and Data Operations, fostering a high‑performance culture focused on client outcomes, accountability, and risk excellence.
- Define and execute the Poland location strategy in alignment with global operating models and corporate objectives, including location strategy and follow‑the‑sun delivery where applicable.
- Own and enhance the client and investor service experience across TA, Fund Order Services, and Data Operations.
- Ensure the timeliness, accuracy, and completeness of all client, investor, and data deliverables.
- Drive the AI and productivity agenda for TA, FOS and Data Operations units in Poland.
- Ensure full compliance with internal policies, regulatory requirements, and external obligations applicable to Transfer Agency, Fund Order Services, and Data Operations.
Requirements
- 15+ years of experience in managing Transfer Agency operations, complemented by strong exposure to Fund Order Services and/or Data Operations.
- Proven senior leadership experience within financial services, fund administration, and investment operations, 15+ years of relevant industry experience.
- Strong understanding of Transfer Agency and Fund Order Services operating models, regulatory frameworks and risk management principles applicable to funds and investor services.
- Experience leading large teams in a global, matrixed environment.
Benefits
- Permanent contract from day one
- Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
- Gold Medical Package for employees and their families (partner and children)
- Premium life insurance package and private pension plan
- Wide range of soft skills training, technical workshops, language classes and development programs
- Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
- Variety of well-being programs
- Additional benefits available depending on the seniority of the role
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