Transfer Agency Team Leader (Alternatives)

Location: Boston, United States

Salary: $85,000–$130,000 base salary per year plus annual bonus target.

Company

hirify.global is a global financial services firm providing investor services, capital partnerships, specialist expertise, technology solutions, and client management.

What you will do

• Oversee daily transaction processing activities and validate and approve transfer agency transactions.
• Manage special processing situations, escalations, policies, procedures, audits, and operational controls.
• Establish client service standards and KPIs, maintain internal and external relationships, and support launches of new funds and share classes.
• Coordinate with senior management, risk, client service managers, production support, supervisors, and clients.
• Lead performance management, hiring participation, onboarding, cross-training, and development planning for team members.
• Improve operational efficiency, minimize overtime, support automation initiatives, and maintain succession planning and coverage.

Requirements

• Bachelor’s degree or equivalent work experience.
• 5+ years of relevant experience, including transfer agency and alternative investments experience.
• Experience in a client-service-focused environment and proven people management and delegation skills.
• Ability to plan, coordinate across functions, manage complexity, solve problems, and implement process improvements.
• Strong verbal and written communication, attention to detail, initiative, and ability to work effectively under pressure.
• Good knowledge of Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Collaborative environment with opportunities to contribute beyond the core role.
• Access to clients, information, and experts across business areas worldwide.
• Opportunities for professional growth, new challenges, and internal career development.
• Inclusive culture that values diverse experiences and perspectives.
• Benefits supporting health, financial security, income protection, professional development, and time off.
• Volunteer opportunities and flexibility to support personal and family experiences.