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Manager, Transfer Agency (Finance and Banking Services)

Northern Trust

Manager, Transfer Agency (Finance and Banking Services)

full-timePosted: Aug 12, 2026Updated: Aug 29, 2026Ireland, Limerick

Job Description

About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. RoleReporting to Ireland Transfer Agency Reconciliations, Settlements and Banking Services Manager, the Settlements team Manager will lead a multi-location team responsible for the end-to-end oversight of Transfer Agency Payment Activities, ensuring all investor transactions are executed accurately within strict deadlines and in full compliance with regulatory, client and internal control requirements. The role provides operational leadership across Ireland and offshore teams with accountability for risk, controls, service delivery, and continuous improvement. Principal ResponsibilitiesResponsible for the day-to-day delivery of payment processing in adherence with Anti-Money Laundering/Data Protection and Regulatory Reporting standardsEnsure all payments are completed accurately and within defined currency and cut-off deadlinesOversee daily processing, queues, and exceptionsDrive adherence to client SLAs and internal KPIsDevelops periodic goals, prepares/monitors schedule of assignments to ensure all tasks are completed within the established timeframes, organizes team’s workload, sets short-term priorities, monitor all activities, and ensures timely and accurate completion of the work.Ensures excellent communication between Ireland Teams and our counterparts in India. Ensures India partners are kept up to date on all projects/changes and that they are part of the planning & decision-making processProvides technical expertise for new accounts/funds and oversees new accounts on an on-going basis to ensure that client needs are met.Assists clients, and partners with complex problem resolution. Consults on effective ways to meet client needs or appropriate method to be used for resolution of an error.Develops procedures for effective handling of new situations. Ensures that operating procedures have been established and staff adhere to procedures. Enhances current procedures to improve the productivity of the section.Prepares daily/weekly/monthly Management Reports. Gathers, compiles, and analyses data.Reviews work for accuracy and ensure that teams adhere to client specifications. Communicates directly to staff on errors uncovered or processes in need of improvement and directs staff on the appropriate action.Maintains technical knowledge of operations and how operation relates to other operating areas.Performs operational activities where volume or absence warrants.Ensures all Incident Reporting completed within the required deadlines to a high standard and that preventative measures are identified/implemented understood by teams and procedures updated accordingly.Constant analysis of errors and near misses with a view to eliminating trendsAttend Client meetings. Take part in the preparation and presentations to clients.Responsible for keeping Accounts Servicing Losses to a minimumOwn and manage operational risk events, escalations and remediation actionsLead audit readiness and represent Settlements during auditsEnsure a pass rating achieved in all AuditsSkills / ExperienceA thorough understanding of the funds administration business, with an in-depth knowledge of day-to-day Transfer Agency operationsSignificant track record in a management role in a Transfer Agency/Shareholder Services functionProven people management and change management skillsKnowledge of legal and regulatory environment to develop procedures and policiesDemonstrated leadership and team-building qualities and the ability to motivate a teamExcellent communication, first class presentation and internal and external client-servicing skillsAbility to lead and manage projects and system development as requiredProvide training and coaching to team members as and when requiredConcern for Quality, the adherence to Standards & Procedures and the promotion of best practicesDemonstrates an excellent understanding of effective risk managementAbility to work under pressure meeting challenging deadlinesThorough understanding of the variety of IT platforms, software systems and interfaces associated with the functionUnderstanding of Banking RequirementsEffective verbal reasoning and numeric skillsExcellent planning and organisational skillsCore CompetenciesInterpersonal (relationship building, respectful, problem solving and understanding)Communication (listening skills, oral communication skills, information sharing and written communication skills)Self-management (adaptability, integrity, learning and trust builder)Motivation (closure and result seeking)Thinking (decision making, idea generation, inclusion and problem solving)Organisational Knowledge (current knowledge, knowledge and understanding)Client Service and Quality (quality, relationship building and client satisfaction)Administration (coordination, execution, planning and time management)Leadership (direction, idea generation, knowledge sharing and team recognition)AccountabilitiesEmployees are required to comply with the regulatory regime in which Northern Trust operates as appropriate to the above role.Employees are expected to exercise due care and diligence, ensuring the areas the incumbent is responsible for are organised and controlled.Employees are required to observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.Work AuthorizationApplicants must have the right to work in Ireland at the time of application and for the duration of employment.Please note that Northern Trust is unable to provide employment permit sponsorship for this role. This includes Critical Skills Employment Permits, General Employment Permits, Intra-Company Transfer Employment Permits, Stamp 1G permissions, and other employment permits under Irish immigration frameworks.Working with UsAs a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. Reasonable AccommodationNorthern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Locations

  • Ireland, Limerick

Responsibilities

  • Responsible for the day-to-day delivery of payment processing in adherence with Anti-Money Laundering/Data Protection and Regulatory Reporting standards
  • Ensure all payments are completed accurately and within defined currency and cut-off deadlines
  • Oversee daily processing, queues, and exceptions
  • Drive adherence to client SLAs and internal KPIs
  • Develops periodic goals, prepares/monitors schedule of assignments to ensure all tasks are completed within the established timeframes, organizes team’s workload, sets short-term priorities, monitor all activities, and ensures timely and accurate completion of the work.
  • Ensures excellent communication between Ireland Teams and our counterparts in India. Ensures India partners are kept up to date on all projects/changes and that they are part of the planning & decision-making process
  • Provides technical expertise for new accounts/funds and oversees new accounts on an on-going basis to ensure that client needs are met.
  • Assists clients, and partners with complex problem resolution. Consults on effective ways to meet client needs or appropriate method to be used for resolution of an error.
  • Develops procedures for effective handling of new situations. Ensures that operating procedures have been established and staff adhere to procedures. Enhances current procedures to improve the productivity of the section.
  • Prepares daily/weekly/monthly Management Reports. Gathers, compiles, and analyses data.
  • Reviews work for accuracy and ensure that teams adhere to client specifications. Communicates directly to staff on errors uncovered or processes in need of improvement and directs staff on the appropriate action.
  • Maintains technical knowledge of operations and how operation relates to other operating areas.
  • Performs operational activities where volume or absence warrants.
  • Ensures all Incident Reporting completed within the required deadlines to a high standard and that preventative measures are identified/implemented understood by teams and procedures updated accordingly.
  • Constant analysis of errors and near misses with a view to eliminating trends
  • Attend Client meetings. Take part in the preparation and presentations to clients.
  • Responsible for keeping Accounts Servicing Losses to a minimum
  • Own and manage operational risk events, escalations and remediation actions
  • Lead audit readiness and represent Settlements during audits
  • Ensure a pass rating achieved in all Audits
  • Skills / Experience
  • A thorough understanding of the funds administration business, with an in-depth knowledge of day-to-day Transfer Agency operations
  • Significant track record in a management role in a Transfer Agency/Shareholder Services function
  • Proven people management and change management skills
  • Knowledge of legal and regulatory environment to develop procedures and policies
  • Demonstrated leadership and team-building qualities and the ability to motivate a team
  • Excellent communication, first class presentation and internal and external client-servicing skills
  • Ability to lead and manage projects and system development as required
  • Provide training and coaching to team members as and when required
  • Concern for Quality, the adherence to Standards & Procedures and the promotion of best practices
  • Demonstrates an excellent understanding of effective risk management
  • Ability to work under pressure meeting challenging deadlines
  • Thorough understanding of the variety of IT platforms, software systems and interfaces associated with the function
  • Understanding of Banking Requirements
  • Effective verbal reasoning and numeric skills
  • Excellent planning and organisational skills
  • Core Competencies
  • Interpersonal (relationship building, respectful, problem solving and understanding)
  • Communication (listening skills, oral communication skills, information sharing and written communication skills)
  • Self-management (adaptability, integrity, learning and trust builder)
  • Motivation (closure and result seeking)
  • Thinking (decision making, idea generation, inclusion and problem solving)
  • Organisational Knowledge (current knowledge, knowledge and understanding)
  • Client Service and Quality (quality, relationship building and client satisfaction)
  • Administration (coordination, execution, planning and time management)
  • Leadership (direction, idea generation, knowledge sharing and team recognition)
  • Accountabilities
  • Employees are required to comply with the regulatory regime in which Northern Trust operates as appropriate to the above role.
  • Employees are expected to exercise due care and diligence, ensuring the areas the incumbent is responsible for are organised and controlled.
  • Employees are required to observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.

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