Managing Director, Transfer Agency – Private Markets

Responsibilities

• Lead the development and execution of the business strategy for the Transfer Agency function within Private Markets.
• Oversee service delivery for an assigned client portfolio, ensuring all deliverables are completed accurately and on time.
• Build and maintain senior relationships with key client stakeholders, serving as a trusted partner and escalation point.
• Drive operational excellence by strengthening processes, controls, and governance to support scalability and risk mitigation.
• Lead, coach, and develop managers and teams, fostering an environment of accountability and continuous improvement.
• Partner with internal stakeholders on product development, solutioning, and new business opportunities.
• Assess the effectiveness of the operating model and champion transformation opportunities involving automation and efficiency.

Requirements

• Bachelor’s degree in finance, accounting, business, economics, or a related field.
• 10+ years of transfer agency or financial services operations experience.
• Proven leadership experience managing complex client relationships and service delivery.
• Demonstrated business management experience in highly regulated, service-oriented environments.
• Strong strategic, analytical, and problem-solving skills with executive presence.

Preferred Qualifications

• MBA, CPA, or other relevant advanced professional qualification.
• Knowledge of registered fund structures, including standalone funds and master-feeder structures.
• Experience with transfer agency platforms, servicing technology, and reporting tools.
• Understanding of technology solutions that support automation in private markets environments.

About the Company

State Street is a global leader in financial services, helping institutional investors manage risk, respond to challenges, and drive performance. We are committed to fostering an inclusive environment where employees are empowered to reach their full potential.