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Blackstone Private Wealth Global Transfer Agent Oversight Manager – Principal
| Company | Blackstone |
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| Location | New York, NY, USA |
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| Salary | $200000 – $250000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s Degree
- 8+ years of experience in transfer agent oversight, investor services, operations or related role(s) within asset management, private equity, or financial services
- Series 7 License
- Experience managing vendor relationships and driving performance improvements
- Strong analytical skills in order to identify trends, risks, and opportunities in TA operations
- Excellent communication and interpersonal skills, effectively collaborates across teams and regions
- Detail-oriented with a focus on accuracy and compliance
- Lead cross-functional initiatives and drive change in a complex, global environment
- Strong problem-solving skills with a proactive approach to identifying and addressing challenges
- Demonstrated experience effectively managing competing priorities and delivering results under tight deadlines
- Strong Excel skills
- Enthusiastic, adaptable, and proactive
- Client focused.
Responsibilities
- Manage a team responsible for the day-to-day oversight of global transfer agent services, ensuring timely and accurate processing of investor transactions, including subscriptions, redemptions, transfers, and distributions.
- Monitor performance metrics and service level agreements (SLAs) to ensure third-party transfer agents meet Blackstone’s standards for quality and efficiency.
- Oversee transfer agent operations across multiple jurisdictions, ensuring consistency and adherence to local regulatory requirements.
- Collaborate with regional teams to address market-specific challenges and opportunities.
- Provide regular updates to senior leadership on TA performance, risks, and strategic initiatives.
- Lead vendor selection, onboarding, and performance evaluation processes for new transfer agents globally.
- Negotiate contracts and SLAs to ensure competitive pricing and high-quality service delivery.
- Identify and address operational bottlenecks, errors, or inefficiencies in TA, Distributor and Custodian processes.
- Drive partner engagement and manage relationships with operations and trading teams at distributors, custodians and FinTech platforms.
- Ensure transfer agent operations comply with applicable regulations, including AML/KYC requirements, FATCA/CRS reporting, and other jurisdiction-specific rules.
- Conduct regular audits and reviews of transfer agent processes to mitigate risks and ensure adherence to internal policies and external regulatory requirements.
- Collaborate with legal, compliance, business development, product strategy and marketing teams to address changes impacting TA operations.
- Coordinate with internal business partners’ cash and share activity and transaction reporting to balance records with fund accounting records.
- Drive the adoption of technology solutions to streamline TA workflows, reduce manual errors, and improve investor experiences.
- Collaborate with IT and data teams to ensure seamless integration of transfer agent platforms with Blackstone’s internal systems.
- Ensure transfer agent operations deliver a seamless and positive experience for investors and advisors.
- Address escalated investor inquiries and resolve complex issues related to TA processes.
Preferred Qualifications
No preferred qualifications provided.
