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Senior Manager - Transfer Agency

  • Kraków, małopolskie
  • Specjalista
  • 2017-10-09

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 18 cities throughout North America, Europe and Asia.

    BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other.  Our Partnership structure creates a flat organization that promotes collaboration across all business lines.  We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

    This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.

    As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution.  As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.


    Senior Manager - Transfer Agency
    Miejsce pracy: Kraków
    Job ID: 36314

    At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can.  Someone who is driven to get things done and views obstacles as an exciting challenge, that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

    Join us as a Senior Manager  – Transfer Agency (Multiple Teams)

    As the Senior Manager in Transfer Agency team, you will be managing several teams – Cash Processing, Special Handling, Shareholder Services, and the Trailer Fees team.  Additionally, you will also be partnering with other senior leaders across the global organization to ensure our suite of products and services are aligned to meet BBH’s client service goals and objectives.

    As a qualified candidate you will apply deep functional expertise, leadership, initiative, creativity, and management skills to successfully meet the tactical and strategic business objectives.  In addition, you should demonstrate excellent client communication and relationship skills to enable the group to maintain high quality service standards. As the teams deal heavily with cash payments to settle transactons, the position will require a strong risk mindset to ensure the appropriate controls and processes are in place in order to protect the firm and the client from exposure to fraud and errors. The candidate will need to promote and build risk awareness among team members and colleagues.

    This is a highly visible role where you will have an impact to BBH’s position in the global custody business by delivering a measurably superior Transfer Agency product and service that executes at the highest levels. In addition you will provide pro-active thought leadership and expertise to our colleagues and to existing and prospective clients.

    Some of your key responsibilities include:

    • Effectively manage a team of 30+ employees
    • Ensure the smooth, effective operation of the department including: proper product delivery, proper escalation and resolution of high exposure items, maintaining the proper balance of cost, control and client service
    • Liaise with division executives to ensure that the teams are properly aligned with the division strategy, goals and objectives and have the information and tools necessary to succeed.
    • Manage and implement controls effectively to alleviate any areas of potential risk. Take remedial action to prevent errors and near misses from recurring.
    • Act as the senior point of escalation for the team and other Divisions for any Service Delivery related issues and proactively manage the resolution process with frequent updates and satisfaction measures
    • Provide analysis of complex issues and create new processes, systems or products/services for multiple functions or disciplines..
    • Implement and maintain KPIs and other management tools to determine the team's performance and ability to meet volume and accuracy standards
    • Identify trends and assess the capabilities of the teams to meet market requirements.
    • Conduct client visits, presentations and walkthroughs
    • Assist Department Head with ongoing project management and act as a professional voice for the department and firm as a whole.
    • Oversee the supervision of staff members through appropriate recruiting, training, performance management, and succession planning.
    • Participate in salary and bonus planning for the department
    • Realize team efficiencies through increased automation and organize workflows
    • Foster an innovative atmosphere where staff feel comfortable raising ideas; provide guidance and assistance to colleagues in the analysis and, if appropriate, implementation of ideas.


    • 8+ years of professional experience in either Transfer Agency, Wire Transfers or in an Operational Department
    • At least 5 years of progressive management experience in a fast paced environment
    • Mature leader with ability to coach, develop and motivate employeesTrack record of streamlining processes and adding controls to mitigate risk
    • Able to deliver excellent service that meets client expectations for accuracy, timeliness and responsiveness.
    • Able to ensure necessary controls are in place to prevent issues/problems. Identifies and escalates problems immediately.
    • Communicates effectively with peers, management and clients.  Effectively leads meetings and exhibits confidence with clients and senior leadership.
    • Track record of building effective relationships with global peers and influencing key stakeholders in order to drive positive change.
    • Can identify and addresses gaps and opportunities in process improvement, customer service or product development.

    What We Offer:

    • A collaborative environment that enables you to step outside your role to add value wherever you can.
    • Direct access to clients, information and experts across all business areas around the world.
    • Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm.
    • A culture of inclusion that values each employee’s unique perspective.
    • High-quality benefits program emphasizing good health, financial security, and peace of mind.
    • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage.
    • Volunteer opportunities to give back to your community and help transform the lives of others.